Migrate from AX 2012 to Finance and Operations

This topic provides an overview of the product and warehouse management migration options within Microsoft Dynamics 365 for Finance and Operations, Enterprise edition.

Introduction

During an upgrade to Finance and Operations, products are blocked if they are associated with a storage dimension group that has settings that don't match the requirements for storage dimension group settings in Finance and Operations. However, after the upgrade, you can use a set of migration options in the Change storage dimension group for items process to unblock products that were blocked during upgrade. You can then process transactions for those products. Some of your items might already be associated with storage dimension groups where the Site, Warehouse, and Location inventory dimensions are active and physically tracked. In this case, you can use the Change storage dimension group for items process to enable those items to be used in warehouse management processes. This feature is useful if you want to use the warehouse management functionality for existing items.

Upgrading to Finance and Operations, when AX 2012 R3 WMSII is used

Finance and Operations, no longer supports the legacy WMSII module from Microsoft Dynamics AX 2012. Instead, you can use the new Warehouse management module. In previous versions, the Location and Pallet ID inventory dimensions could be selected for financial inventory. However, as part of the upgrade process, the Pallet ID inventory dimension can no longer be enabled for financial inventory. All products that are associated with a storage dimension group that uses the Pallet ID inventory dimension will be blocked and won't be processed.

Enabling items in Finance and Operations

In Finance and Operations, items that will be used as part of warehouse management processes must be associated with a storage dimension group where the Use warehouse management processes parameter is selected. When this setting is selected, the Site, Warehouse, Inventory status, Location, and License plate inventory dimensions become active. You can change to this type of storage dimension group only for items that are already associated with storage dimension groups where the Location inventory dimension is active.

Items that are blocked for inventory updates

To view the list of released products that were blocked during upgrade and can't be processed, click Inventory management > Setup > Inventory > Items blocked for inventory updates.

Reapplying blocked products

To unblock products that were blocked during upgrade, you must select a new storage dimension group for the products. Note that you can change the storage dimension group even if open inventory transactions exist. To use items that were blocked during upgrade, you have two options:

  • Change the storage dimension group for the item to a storage dimension group that uses only the Site, Warehouse, and Location inventory dimensions. As a result of this change, the Pallet ID inventory dimension is no longer used.
  • Change the storage dimension group for the item to a storage dimension group that uses the warehouse management processes. As a result of this change, the License plate inventory dimension is now used.

Migration processes

In Finance and Operations, item tracking is part of the warehouse management processes. For these processes, all warehouses and their locations must be associated with a location profile. Conceptually, if you want to use warehouse management processes, two processes must be handled:

  • Existing warehouses must be enabled to use warehouse management processes.
  • Existing released products must be associated with a new storage dimension group that uses warehouse management processes.

If the source storage dimension groups use the Pallet ID inventory dimension, the locations of existing on-hand inventory that used the Pallet ID inventory dimension must be associated with a location profile where the Use license plate tracking parameter is selected. If the existing warehouses should not be enabled to use warehouse management processes, you can change the storage dimension groups of the existing on-hand inventory to groups that handle only the Site, Warehouse, and Location inventory dimensions.

Using the warehouse management processes

Before you can use released products in the Warehouse management module, the products must use a storage dimension group where the Use warehouse management processes parameter is selected.

Enable warehouses to use warehouse management processes

  1. Create at least one new location profile.
  2. Click Warehouse management > Setup > Enable warehouse management processes > Enable warehouse setup.
  3. On the Enable warehouse setup page, add the warehouses that should be enabled. You can complete this step either directly on the page or by using the Microsoft Office integration.
  4. Assign a location profile to all the locations. You can easily complete this step by using the Microsoft Office integration directly from the page. You can either export and import the data, or use the data entity processing in Data management.
  5. Validate the changes. As part of the validation process, various validations of data integrity occur. As part of a larger upgrade process, issues that occur might have to be adjusted on the source implementation. In this case, an additional data upgrade will be required.
  6. Process the changes.

Change the storage dimension group for items, so that it uses warehouse management processes

  1. Create a new Inventory status value, and assign it as the Default inventory status ID value in the Warehouse management parameters settings.
  2. Create a new storage dimension group where the Use warehouse management processes parameter is selected.
  3. On the Reservation hierarchy page, define a new reservation hierarchy according to the item’s storage and tracking dimension groups.
  4. Create one or more unit sequence groups that include at least the same units that are used for the items' inventory units.
  5. Click Warehouse management > Setup > Enable warehouse management processes > Change storage dimension group for items.
  6. On the Change storage dimension group for items page, add the item numbers, storage dimension groups, and unit sequence groups. You can complete this step directly on the page, by using the Microsoft Office integration, or by using the data entity process in Data management.
  7. Validate the changes. As part of the validation process, various validations of data integrity occur. As part of a larger upgrade process, issues that occur might have to be adjusted on the source implementation. In this case, additional data upgrade will be required.
  8. Process the changes. An update of all the inventory dimensions can take a while. You can monitor the progress by using the batch jobs tasks.