Product preview (form)

Article
05/02/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Preprocessing upgrade checklist > Prepare application data for preprocessing > Product upgrade > View > Product preview.

Use this form to view how items are mapped to products. You can also use this form to complete tasks for all products or selected products.

Note

Some tasks, such as product mapping and product approval, can be performed both in this form and in the Product upgrade form. However, data in the Product upgrade form displays with the item as the point of departure. In this form, data is displayed with the product as the point of departure.

You can complete the following tasks from this form:

Map items to products.
Approve mappings of all products or selected products, and also reverse the approval for a mapping approval.

Note

You can also approve mappings from the Product upgrade form. However, an approval that is completed in the Product upgrade form applies to all items that are listed in the form. If you work from the Product preview form, you can also approve the mapping of selected products.
Lock products, so that they are excluded from future mappings.
Validate mappings, and view detailed descriptions of validation results, so that you can resolve validation errors.
View various aspects of the mappings, such as product variants, product dimensions, and translations that are associated with the products and product variants.

Tasks that use this form

Product upgrade (preprocessing)

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Overview	View a list of product mappings.
Details	View the details of the product mappings that are listed on the Overview tab.
Mappings	View the items that are mapped to the product that is selected on the Overview tab. For example, a product can be based on individual items in the original data set. Alternatively, a product can be based on a set of items that have identical names but come from different companies.

Buttons

Button	Description
Product mapping	Open a menu that contains the following items: Map all items by item number – Map existing items to products by using item numbers. By using this mapping method, all items that have identical item numbers are mapped to the same product. Map all items 1:1 – Map all existing items to a unique product, and replicate the existing item number in the new product number.
Product mapping approval	Approve all mappings or selected mappings, or reverse approvals. Note From this form, you can approve or reverse the approval of selected items only. If you approve or reverse the approval of mappings from the Product upgrade form, the action applies to all of the mappings in the form.
Product locking	Lock or unlock all products or selected products. Note Locked products are excluded when mappings are performed. When the mapping of a set of products is complete, you can lock the products. The locked products are not affected if you perform another mapping later.
Validation	View the validation results, or repeat the validation of mappings.
Variants	View product variants for products of the Product master type.
Configurations, Sizes, Colors	View the product's configurations, sizes, and colors. The product's configurations, sizes, and colors are based on the active dimensions of the Configuration, Size, and Color types that are associated with the item in the original data set.
Translations	View associated translations of the product name and description.

Fields

Field	Description
Approve product	Select this check box to include the product in the approval of selected mappings.
Product number	The identifier of the product.
Name	A descriptive name for the product.
Search name	The search name of the product.
Product subtype	Indicates whether the item is upgraded to a product master or a distinct product. Items in the original data set that have active dimensions are upgraded to product masters. All other items are upgraded to distinct products. Distinct products are products that do not have variants. Note In the upgraded data set, distinct products are referred to as products, and the product subtype is Product.
Product type	Indicates whether the product is of the Item type or the Service type.
Product dimension group	The Product dimension group that is derived from the item's Inventory dimension group in the original data set.
Reuse configurations	Select this check box to reuse configurations that were previously created. Note This option is only available for a product master that has the Dimension-based configuration technology.
Generate variants automatically	Select this check box to indicate that variants can be created automatically when you assign new product dimensions to a product master. Note This option is available for product masters that have the Dimension-based configuration or Predefined variant configuration technology.
Configuration technology	View or change the configuration technology. All products of the Product master type are associated with a configuration technology. The configuration technology determines how product variants that are based on a product master are configured. Predefined variant – The product dimensions are used to configure variants when the variants are created. Dimension-based configuration – The Configuration dimension is used to configure variants when the variants are applied on transaction lines. Rule-based configuration – The Product Builder is used to configure variants when the variants are applied on transaction lines. Constraint-based configuration – The Product configurator is used to configure product variants when the variants are applied on transaction lines.
Item number	The identifier of the item in the original data set.
Company	The identifier of the item's company in the original data set.
Approve mapping	A selected check box indicates that the mapping of items to products is approved when you approve or reverse the approval of selected items. Tip Click Product mapping approval to approve or reverse the approval of all items or selected items.
Dimension group	The identifier of the item's Inventory dimension group in the original data set.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).