Create a formula in Formula designer [AX 2012]

Updated: August 30, 2012

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

Use Formula designer to create a formula and a formula version.

  1. Click Inventory and warehouse management > Common > Formula.

  2. Press CTRL+N to create a new formula.

  3. Enter information to identify the formula.

  4. Enter the site information.

  5. Click Designer to open the Formula designer form.

  6. Create formula lines by dragging items to the formula’s tree structure.

  7. When you finish adding the formula lines, close the form to save the changes.

  8. In the Versions section of the Formula form, select the item number for the formula version.

    • Enter dates in the From date and To date fields to control the validity period of the formula version.

    • Set a minimum item quantity for using the formula version in the From formula size field. If the item is a catch weight item, enter the minimum item quantity in the From CW size field.

  9. Click Approve formula to open the Approve BOM or formula form.

  10. Select the approving employee’s name, and then click OK.

  11. In the Versions section, click Approve, select the approving employee’s name, and then click OK.

  12. Click Activation to make the formula version active.

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