Inventory dimension group upgrade

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

Use the Preprocess inventory dimension groups form to define how company-specific inventory dimension groups are consolidated into a set of inventory dimension groups that are shared between companies.

If you are upgrading to Microsoft Dynamics AX 2012 R2 or AX 2012 R3, you must identify a data partition when performing this task. If you have configured multiple partitions, the procedure must be repeated for each partition. For more information about data partitions and upgrade, see Configure partitions.

The inventory dimension grouping is new

In Microsoft Dynamics AX 2012, the inventory dimension groups are split into three groups: product, storage, and tracking. The groups contain the following dimensions.

Group	Dimensions
Product	Color, Size, Configuration
Storage	Site, Warehouse, Location, Pallet ID
Tracking	Batch number, Serial number

The Color, Size, and Configuration dimensions, which were previously called item dimensions, are now found in the product dimension group. Furthermore, the storage dimensions are now divided between a storage dimension group and a tracking dimension group.

Each inventory dimension group that already exists must be mapped to one of the new product, storage, or tracking dimension groups.

Note

If an inventory dimension group has no active item dimensions, the mapping methods do not create a product dimension group. A product dimension group cannot be created if there are no active dimensions.

Map preexisting company-specific inventory dimension groups to the new dimension groups

When you start preprocessing inventory dimension groups, the Preprocess inventory dimension groups form contains a list of all preexisting inventory dimension groups from all companies. You must map the company-specific inventory groups to the new product, storage, and tracking dimension groups.

1. Click Inventory dimension group upgrade to open the Preprocess inventory dimension groups form.

2. In the Partition key field, select a partition for preprocessing.

3. Click Dimension group mapping, and then select a method of mapping. The following options are available:

   • Map dimension groups 1:1 – For each preexisting inventory dimension group, create three dimension groups: a product dimension group, a storage dimension group, and a tracking dimension group. The active dimension in each new dimension group corresponds to one type of active dimensions in the original, company-specific inventory dimension group. The names of the new dimension groups consist of consecutive numbers prefixed by PDG_, SDG_, or TDG_.

     Note

     You can change this naming convention in the Map dimension groups 1:1 form.

   • Map dimension groups ID – For each preexisting inventory dimension group, create product, storage, and tracking dimension groups, just as when you use the Map dimension groups 1:1 method. The difference between this method and the 1:1 mapping method is the naming convention. When you use this method, the names of the new dimension groups are copied from the original, company-specific inventory dimension groups.

     Note

     Consolidating inventory dimension groups from different companies that use identical naming conventions for dimension groups can cause validation errors. For example, if both company 1 and company 2 have an inventory dimension group that is named DimGroup1, the identical names can cause a validation error. The active dimensions and the setup of the active dimensions must be identical. Otherwise, the upgrade consolidation is not successful.

   • Map dimension groups by setup – Map dimension groups according to the setup of the active dimensions and settings of the inventory dimension groups. For more information, see the next section.

4. Click Dimension groups to view and change the names and descriptions of the new dimension groups.

   1. To change the name of a new dimension group, you must first change the name of the original inventory dimension group in the Preprocess product dimension groups, Preprocess storage dimension groups, or Preprocess tracking dimension groups form.

   2. Then select the new name for the product, storage, and tracking dimension groups in the Preprocess inventory dimension groups form.

5. Click Validation report to check for validation errors before you set the dimension groups to ready for upgrade.

6. After you resolve all validation errors, click Set to ready for upgrade.

Mapping according to the setup of the inventory dimension groups

You can map the new, shared product, storage, and tracking dimension groups according to the active item and storage dimension setup in the original inventory dimension groups. For each preexisting inventory dimension group, the program proposes a product dimension group, a storage dimension group, and a tracking dimension group. When new groups are created, the configurations in all the existing inventory groups is considered. The new product, storage, and tracking groups are based on information that is merged from all the existing inventory groups.

When you map inventory dimension groups by setup, the program may propose the same product, storage, or tracking dimension group for more than one inventory dimension group. This is because the existing inventory dimension groups have the same setup of active product, storage or tracking dimensions.

Example: Map inventory dimension groups by setup

In the following example, three company-specific inventory dimension groups, InvGroup1, InvGroup2, and InvGroup3, are consolidated into product, storage, and tracking dimension groups.

Tip

The three inventory groups can come from three different companies, or they can all come from the same company.

The following table shows the setup of the active dimensions in the three inventory dimension groups.

InvGroup1	InvGroup2	InvGroup3
	Color
Size		Size
Configuration		Configuration
Site	Site	Site
Warehouse	Warehouse	Warehouse
Serial number		Serial number
	Batch number	Batch number

The following table shows the dimension groups that Microsoft Dynamics AX proposes, based on the setup of the preexisting company-specific inventory dimension groups.

• For the item dimensions, Color, Size, and Configuration, the setup of active dimensions in InvGroup2 differs from the setup in InvGroup1 and InvGroup3. Therefore, two product dimension groups are created.

• For the storage dimensions, Site and Warehouse, the setup of active dimensions is identical in InvGroup1, InvGroup2, and InvGroup3. Therefore, one storage dimension group is created.

• For the Batch number and Serial number dimensions, the setup of active dimensions is different in InvGroup1, InvGroup2, and InvGroup3. Therefore, three tracking dimension groups are created.

Product dimension groups	Storage dimension groups	Tracking dimension groups
PDG_1	SDG_1	TDG_1
- Size	- Site	- Serial number
- Configuration	- Warehouse	- Batch number
PDG_2		TDG_2
- Color		- Serial number
		TDG_3
		- Batch number