Implementing any ERP system involves getting used to new procedures and learning to navigate throughout the system in the most efficient manner to save you time. Here are some helpful tips and tricks. We share these tips with our clients to allow them to hit the ground running and become quickly accustomed with the Microsoft Dynamics AX Inventory Module!
1. Add in your Inventory dimensions. You can usually find a “Dimensions Display” button is most inventory related areas.
Select the dimensions that apply to your AX setup and click save setup checkbox.
Now you will be able to see the specific details for your inventory.
2. I’d also recommend hiding fields you don’t need. You can right click on a field and hit “hide”. Very quick and makes your screen less cluttered.
Now your screen only contains fields that are relevant to the transaction you are performing.
3. You may catch yourself performing inventory transactions that require you to know what’s on-hand right now for a current item. Rather than hop back and forth from the on-hand inquiries screen, you can easily see this information in the transaction. Below I’ve used a movement journal as an example.
I want to move some quantity of an item out of warehouse 24, but I don’t know the total quantity in warehouse 24 off the top of my head. Click the warehouse dropdown and select the on-hand tab to view the available physical quantity.
You can do the same thing on location or batch number if those are inventory dimensions that you use.
This post was written by Laura Garcia, AX Application Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.