6
Item Groups Inventory and warehouse management > Setup > Inventory > Item groups Item groups control the general ledger posting profile for a subset of items. Summary 1. Main accounts 2. Sales order postings 3. Purchase order postings 4. Inventory postings 5. Production postings Steps Try to link one Item group to one inventory Balance sheet account for easier reconciliation The AX 2012 R2 demo data contains significantly improved posting profile examples Tips

Dynamics AX 2012 Trade - Inventory Management - Item Groups · Main accounts The following Main accounts are the basic accounts used in posting profiles. The accounts are explained

  • Upload
    others

  • View
    8

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Dynamics AX 2012 Trade - Inventory Management - Item Groups · Main accounts The following Main accounts are the basic accounts used in posting profiles. The accounts are explained

Item GroupsInventory and warehouse management > Setup > Inventory > Item groups

Item groups control the general ledger posting profile for a subset of items.

Summary

1. Main accounts2. Sales order postings3. Purchase order postings4. Inventory postings5. Production postings

Steps

• Try to link one Item group to one inventory Balance sheet account for easier reconciliation

• The AX 2012 R2 demo data contains significantly improved posting profile examples

Tips

Page 2: Dynamics AX 2012 Trade - Inventory Management - Item Groups · Main accounts The following Main accounts are the basic accounts used in posting profiles. The accounts are explained

Main accounts

The following Main accounts are the basic accounts used in posting profiles. The accounts are explained in further detail in the subsequent pages.

This posting profile scenario is a raw material item where revenue is accrued during Sales order delivery.

115

Item Groups

Page 3: Dynamics AX 2012 Trade - Inventory Management - Item Groups · Main accounts The following Main accounts are the basic accounts used in posting profiles. The accounts are explained

Order, packing slip

Sales, packing slip offset

Sales order, issue

Sales order, consumption

Sales order, revenue

Interactive 4.2 Item Groups - Sales Order

1 2 3 4 5

Item Groups

Page 4: Dynamics AX 2012 Trade - Inventory Management - Item Groups · Main accounts The following Main accounts are the basic accounts used in posting profiles. The accounts are explained

Product receipt

Purchase expenditure, un-invoiced

Purchase, inventory receipt

Purchase expenditure for product

Purchase accrual

Physical purchase price variance

Interactive 4.3 Item Groups - Purchase Orders

1 2 3 4 5 6

Item Groups

Page 5: Dynamics AX 2012 Trade - Inventory Management - Item Groups · Main accounts The following Main accounts are the basic accounts used in posting profiles. The accounts are explained

Inventory, issue

Inventory, loss

Inventory, receipt

Inventory, profit

Inventory cost revaluation

Interactive 4.4 Item Groups - Inventory

1 2 3 4 5

Item Groups

Page 6: Dynamics AX 2012 Trade - Inventory Management - Item Groups · Main accounts The following Main accounts are the basic accounts used in posting profiles. The accounts are explained

Production, picking list

Production, picking list offset

Production, report as finished

Production, report as finished offset

Production issue

Production, receipt

Production, issue offsetProduction, receipt offset

Interactive 4.5 Item Groups - Production

1 2 3 4 5 6 7

Item Groups