Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics AX forum
Answered

Batch number for initial inventory upload

Posted on by Microsoft Employee

Hello AX experts,

I am using a Movement Journal to upload our initial inventory in AX. When I validate the Journal I get an error stating I need to have a batch number with every item to be uploaded as the batch number it is part of the inventory dimension.  I have not found an entity in  DIXF that allow me to upload the inventbatch table. I was not successful using the Excel add-in Dynamics AX to add one generic batch number for every item - most probably due to lack of knowledge since I am new to AX. How can I upload the initial inventory without  a batch number -  not causing any problems down the road or How can I upload/create a batch number for all the opening items  so that the inventory upload works?

Thanks,

Hernan.

  • RE: Batch number for initial inventory upload

    Hello Hernan,

    While the Fields selection menu is open, publish button shall be grayed out, there could be other reasons as well.

    You can search on bing for Excel Add In Publish Button Greyed out and you would come across many post related to same.

    Thank You for verifying the thread.

    Regards,

    Ashish

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Batch number for initial inventory upload

    Ashish,

    The solution you provided via the Excel Add-in worked. Thanks so much for your help. for some reason when I initially use Excel the Publish options were grayed out,

    Thanks!,

    Hernan

  • Verified answer
    RE: Batch number for initial inventory upload

    Hello Hernan,

    I checked into my 2012 R3 Contoso box and here is process i would suggest to follow;

    1. User Excel Add to import Batch Master, Go to Excel > Dynamics AX > Add Data > Add Table

    pastedimage1593186307283v1.png

    2. Select Invent Batch Table from the list and click ok

    pastedimage1593186410946v2.png

    3. From the fields list select the requisite field and add column e.g. below i added Manufacturing Date

    pastedimage1593186522101v3.png

    Close the fields selection

    4. Update the data in excel

    pastedimage1593186588710v4.png

    5. Click on Action Pane > Publish > Publish All or Publish Selected (as per requirement)

    Batch is created

    pastedimage1593186704006v5.png

    Now you can use the use the same Batch ID in your Movement Journal.

    Hope this answers your query. As for the DIXF concern, there is no out of box data entity available for Item Batch.

    Let me know if you have any more query.

    Regards,

    Ashish

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Batch number for initial inventory upload

    Ashish,

    I looked at the link you provided and the only entity in DIXF  with "Batch" name is  Batch groups.

    Thanks, Hernan

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Batch number for initial inventory upload

    Forgot this screenshot

    pastedimage1593181881544v1.png

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Batch number for initial inventory upload

    Hello Ashish,

    I cannot see the item batches entity in  the entity list, only find batchGroup, see screenshot.

    Also when I go to the DIXF parameters I get the screenshot below so I do not see how I can update the entity list so that I can add the entity you indicate I need.

    pastedimage1593181815924v4.png

    Thanks,  Hernan

  • Suggested answer
    RE: Batch number for initial inventory upload
    [deleted]
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Batch number for initial inventory upload

    Hello Ashish,

    I am using AX 2012  and I cannot see where the data management option is. Can you please indicate where I can find that option - Thanks

    pastedimage1593168719400v1.png

    pastedimage1593168785912v2.png

  • RE: Batch number for initial inventory upload

    Hello Hernan,

    Kindly let me know if the suggested answer resolves your query, kindly request to mark the thread as answered.

    If you require any further help, let us know.

    Regards,

    Ashish

  • Suggested answer
    RE: Batch number for initial inventory upload

    Hello Hernan,

    You can you Entity Name = Item Batches to upload Batch number master. In case you do not find the said entity in list, go to Data Management > FRamework Parameters > Entity Settings > Refresh Entity List.

    You cannot post the journal until all the Inventory Dimension updated.  

    After you import the Batch Master, you can update the Batch number in Movement Journal template and upload the journal. You should be able to post the Journal now.

    Regards,

    Ashish

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans