Product upgrade (form) [AX 2012]

Updated: October 19, 2012

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.

Use this form to define how company-specific items that already exist are mapped to products.

You can complete the following tasks from this form:

  • Synchronize the upgrade environment with the existing data in the system.

    NoteNote

    The first time that you open the Product upgrade form, the fields are empty. Click Synchronize to populate the form with the existing data in the system.

  • Map all items, and approve mappings.

    NoteNote

    All mappings must be approved before you can set items to ready for upgrade.

  • Set items to ready for upgrade.

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

Tab

Description

Overview

View a list of item mappings.

Details

View the details of the item mappings that are listed on the Overview tab.

Button

Description

Synchronize items

Retrieve existing data from the system, and synchronize the data in the upgrade environment with the existing data in the system. For more information, see Synchronize items (form).

NoteNote

Item data may be changed during the upgrade process. To guarantee that items include the most recent data, you can synchronize the items at any time during the process of upgrading.

You must complete the synchronization before you can start mapping items to products.

Product mapping

Open a menu that contains the following items:

  • Map all items by item number – Map all items in the form that have identical item numbers to the same product.

    For more information, see Map all items by item number (form).

  • Map all items 1:1 – Map each item in the form to a unique product.

    For more information, see Map all items 1:1 (form).

Product mapping approval

Open a menu that contains the following items:

  • Approve all mappings – Approve all mappings of items to products.

  • Reverse all mapping approvals – Reverse all mappings of items to products.

NoteNote

If you want either to approve the mapping of selected items, or to reverse the approval of the mapping of selected items, use the Product preview form. Click View, and then click Product preview.

Set to ready for upgrade

Set products to ready for upgrade after you approve all product mappings.

NoteNote

You must resolve all validation errors before you can complete this task.

Clear all product numbers

Remove all product numbers that were generated by a previous mapping.

View

Open a menu that contains the following items:

  • Product preview – View the items that are mapped to products. This view is centered on products. Therefore, mappings are shown in regard to products. You can also perform tasks on all or selected products.

  • All validation results – View validation results for the mapping of items to products.

  • Company priority setup – View or change the company data that takes precedence for product numbers, names, and descriptions when items are mapped to products.

  • Item dimension combinations – View the combinations of item dimensions for the selected item.

  • All item dimension combinations – View the combinations of item dimensions for all of the items that you are mapping to products.

Field

Description

Partition key

Select a data partition for preprocessing.

 
NoteNote

This control is available only if you are upgrading to Microsoft Dynamics AX 2012 R2 or AX 2012 R3.

Item number

The identifier of the item.

Company

The company from which the item originates.

Item type

The type of item.

Item name

The name of the item.

Search name

The search name of the item.

Dimension group

The dimension group that the item is associated with. For more information about how to upgrade dimension groups for inventory items, see Inventory dimension group upgrade.

Product number

The product number that is created for the product. For more information about how product numbers are generated, see the section about the mapping process in Product upgrade (preprocessing).

Active item dimensions

A selected check box indicates that the item has active dimensions. Items that have active dimensions are upgraded to product masters.

Company item

The item that is used as a shared reference in an intercompany organization.

NoteNote

If the company items for items are different, and you map the items to the same product, a validation warning is displayed. You can select a different company item for some of the items, or you can ignore the warning and continue to map. However, if items that you are mapping to products have company items, we recommend that you avoid mapping items to one product if the company items for those items are different.

Identical, Autocreate combinations, Modeling enabled, and Configurable

The settings for product modeling. These settings indicate how items in the original data set were modeled when they were applied to an order line.

NoteNote

If more than one item is mapped to one product, the settings for product modeling must be identical for the items.


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

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