Assortment (form) [AX 2012]

Updated: February 17, 2014

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

Click Retail > Common > Assortments. On the Assortments list page, on the Action Pane, in the New group, click Assortment.

Use this form to set up assortments. Use assortments to group products and identify the stores that receive those products.

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

Tab

Description

Assortments

Maintain or take action on an assortment.

General

View or enter general information about an assortment.

Retail channels

View or select the retail channel or group of retail channels that the assortment applies to. Each retail channel must be assigned to an organization hierarchy that is assigned to the Retail assortment purpose.

For more information about how to set up an organization hierarchy, see Create or modify an organization hierarchy.

Products

Add the products that are included in the assortment. You can add product categories, products, or product variants one at a time. Alternatively, you can use the Add products form to add multiple products at the same time.

Button

Description

Publish

Run the process to generate and publish an assortment. This process runs a batch job that generates the preactions and actions that are required to make the products available in the store.

Assortment

Create a new assortment.

Copy assortment

Copy an existing assortment to create a new assortment.

View assortment products

View the products that are included in an assortment. Because many assortments can be assigned to a single retail channel, you can use this button to view a list of all products that are assigned to a specific assortment, and the stores that those assortments are linked to.

Add line

Add a retail channel or a group of retail channels that the assortment applies to. On the Products FastTab, you can add a category of products, a single product, or a single product variant to the assortment.

Add products

Open the Add products form, where you can add multiple products at the same time. You can sort products by category, and then add all products in a category to the assortment.

Field

Description

Assortment ID

The unique identifier of the assortment.

Effective date

The date that the assortment becomes available. Assortments can be defined in advance and published to a store. However, the products that are included in the assortment cannot be sold before this date.

NoteNote

The assortment becomes active at midnight Coordinated Universal Time on the date that you select. The local time zone for the store does not apply to the effective date.

Status

The publishing status for the assortment. The following statuses are used:

  • Draft – The assortment is new and has not yet been approved. An assortment that has been published can be modified. In this case, the status of the assortment is returned to Draft. The products that are included in an assortment become available in the store only after the assortment is published.

  • Published – The assortment has been approved, and the products become available in the store on the effective date that is specified. An assortment that has been published can be modified but not deleted.

  • Expired – The expiration date for the assortment has been reached, and the assortment has expired. When an assortment expires, the products that are included in the assortment can no longer be sold in the store.

Assortment name

A unique name that identifies the assortment.

Expiration date

The date that the assortment is no longer available. When an assortment expires, the products that are included in the assortment can no longer be sold in the store.

NoteNote

The assortment expires at 11:59 P.M. Coordinated Universal Time on the date that you select. The local time zone for the store does not apply to the expiration date.

Submitted date

The date that the assortment was submitted to be published.

Modified date and time

The name or description of the item, variant, or group that you are adding.

Name

The name of the organization node or retail channel that the assortment is assigned to.

Operating unit number

The number of the operating unit that is assigned to the organization node or retail channel. This number is assigned when the organization hierarchy is created.

Category

The retail category that the product is assigned to.

Product

The unique identifier of the product.

Product variant

The variant that is assigned to the product, if the product has variants. Product variants include size, style, and color.

Line type

The type of line. The line type indicates whether the product or category of products on the line is included in the assortment. The following values are used:

  • Include

  • Exclude

For example, you can add all products from a category to an assortment, and then exclude specific products. Also, a product can be included in one assortment, but excluded from another assortment.


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

Community Additions

Show: