Dynamics Community Forum Thread Details

AX 2009 – Changing Dimension Groups to Enable Pallet ID (Costing & Stocking Considerations)

Hello everyone,

I’m looking for guidance on an inventory/dimension-group scenario in AX 2009 related to improving raw-material consumption tracking.

A significant number of raw-material items are currently linked to a dimension group where Pallet ID is not enabled. To correct this, I’m evaluating the following approach:

1. Move items to a new dimension group (with Pallet ID enabled) after

closing all financial transactions,
counting inventory down to zero, and
running inventory close.

2. For items where this isn’t operationally feasible, create a new item tied to the updated dimension group and gradually phase out the old item.

Because the environment uses FIFO / Weighted Average, I want to ensure this approach does not negatively impact costing, inventory valuation, or settlement behavior.

I also have a question regarding the Primary Stocking setting:

Should raw materials be marked as Primary Stocking when enabling additional dimensions like Pallet ID?
What happens if they are not set as Primary Stocking?

Any insights, best practices, or gotchas around:

changing dimension groups,
costing behavior in AX 2009,
introducing a new item for transition, or
Primary Stocking implications

Thank you in advance for your help!

Categories:

Microsoft Dynamics AX

Hi,

AX2009 is a long time ago for me, but your question is pretty much version independent. For option 1, ensure you also bring back the inventory on the old level with the correct cost price. In case you have received goods, but not yet the invoice, you can wait as the invoice may influence the cost price.

With option 2, you can set all items physically to zero and start using the new items. If you receive invoices later, you can calculate the cost impact and make a correction posting for the item cost via the Closing and Adjustment form. With this approach, you might have open orders with items not received yet. You can replace the lines with the new item numbers. In case you are using external item numbers and integrations based on these numbers, ensure you remove the details from the old items.

The primary stocking question was asked several times before on this forum. It is not mandatory to have this enabled. The impact is that in case it is enabled, the dimensions must be provided before any physical update posting. It also manages the level for reservations. I think a pallet ID is not the level on which you want to do reservations. That will be most likely on site and warehouse level. Some companies are using batch numbers which they want to control per sales order. Then primary stocking can be enabled to ensure the correct batch number will be reserved. E.g. roles with wallpaper might have a small color difference. Per order, you want to have items reserved from only one batch.

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