How to change the Item Dimension group to include Batch for items with open transactions in Microsoft Dynamics AX
Posted on: May 28, 2013 | By: Jarrod Kraemer | Microsoft Dynamics AX/365
Ever wonder how you go about updating an item's dimension information to make it batch/serial controlled after it's already had transactions posted against it? Well, here is a clever little process to do just that.
Here are the steps you want to perform to change the Inventory Dimension Group:
1. Financial update (Invoice) all Sales, Purchase, and Production orders for the item.
2. Count the inventory down to a zero quantity.
3. Perform an Inventory Close
4. Create a new dimension group with the correct dimension options selected.
5. Count the inventory back up.
The above steps will work for all costing methods except Standard Cost. Should you need to perform these steps on a Standard Cost item, here are the steps you would take:
1. Financial update all Sales, Purchase, and Production orders for the item.
2. Count the inventory down to a zero quantity.
3. Create a new item with the correct dimension group.
4. Count the inventory back up.
5. With the old item, you can log a Do not use on the item name or use record level security so the item is not seen.
The Inventory close is what will financially settle the transactions and allow you to change the model group. However, if you do have any open transactions for the item, when you change the dimension, it will throw an error message stating you have open transactions.
You should complete the overall process by running an inventory reconcile.
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Logan Consulting
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