Tag Counting Journal in Dynamics 365 for Finance and Operations

Hello readers, Today I am going to walk you through the important but less discuss functionality of AX, Tag counting journal. 

When I heard of it for the first time, there are few basic questions popped up in my mind such as What is tag counting journal? how it  is different from counting journal? So before delaying further, lets jump on to this topic.

Tag counting journal is used during counting process, mostly at the year end where we enter the items, it's corresponding qty and a tag number with status in the journal lines.

You place a tag on each inventory item. Once all tags are placed on the inventory items, you enter the item and counted quantity information on the tags you placed.

Tag counting journal facilitates the entry of each tag and information on it in the journal lines which is upon posting transfers to counting journal.

Here in the journal we can also maintain the status of each tag such as  Missing, Voided or Used.

• Used - The item number is counted for the tag. This line is then transferred to counting journal upon posting of tag counting journal

• Voided - The item number is voided for the tag. You cannot add item number for the line marked as 'Voided'

• Missing - The item number is missing for the tag. You cannot add item number for the line where item number is 'Missing'

There are no inventory transactions exist for the lines in the tag counting journal and when lines are transferred from tag counting to counting journal, the inventory transactions are created.

Example

During the year end counting process, warehouse manager advised warehouse worker to place a tag on each inventory item as these tags are then used during the counting of the inventory. When counting progresses, the warehouse workers start putting the item information and the counted quantity on the tags attached to items. Once all the items are counted, these tags are then used to enter the information in the tag counting journal. The information is item number, dimension information, tag number, status of the tag, counted quantity etc.

Let us now see the steps to create tag counting journal in AX. 

1. Go to Inventory management > Journals > Item Counting > Tag counting

2. Click on New

3. Enter the journal name (Type: tag counting) and select the dimensions to tag count the item by specific dimension. For example: if you want to tag count the item for specific location then select site, warehouse and location checkbox.

4. Click ok and go to journal line.

5. Enter the date of counting, Tag number, Item number, dimensions, quantity and other information.

6. Also select the status of the tag. Status can be Used, Voided or Missing.

Note:

• When you try to enter an item number for the line with status as "Voided", system throw an error "When status is Voided, an item number cannot be stated"

• When you try to enter an item number for the line with status as "Missing", system throw an error "When status is missing, an item number cannot be stated"

7. As lines are entered in the journal with tag number and status, you can sort those lines to find number of missing or voided tags.

8. Once lines are entered, it is a time to validate and post the journal.

9. Validate and post the journal.

10. Once you post the tag counting journal, new counting journal will get created and lines with status 'Used' are transferred to the counting journal from tag counting journal as those are the lines which are counted for the tag.

11.  You can see from the above image, only one line is transferred to counting journal as there was only one line in the tag counting journal which was with status 'Used'.

Note
"Lock item during count" checkbox in inventory and warehouse management parameter locks the item from being updated physically during counting but in tag counting, there is no such restriction and items are not locked for physical update.

In this way, Tag counting journal can be created and posted in AX.

Happy Daxing

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Abhijeet Hele |  Dynamics AX Enthusiast | My Profile | 

The information provided on this site represents my own opinion/view and does not represent the opinion/view of my employer or Microsoft.

Direct delivery in Dynamics 365 for Finance and Operations

Hello Reader, Good to be back here. Hope you all are well !!! It's been a long time since my last post as work keeps us all busy. 

In today's post, I will walk you through the Direct delivery functionality of AX 2012/ Dynamics 365 for Finance and Operations.

So to start with, What is direct delivery? 

It is nothing but delivering the material/Product to the customer directly from the vendor's place. It means material doesn't enter the company's premises. It is useful in reducing the Delivery time, Transportation cost, Inventory carrying cost, Labor cost as material/ Product doesn't physically enters the company premises and we don't hold the product in our warehouse which reduces the cost.

It is a very important functionality but need to be use very carefully as delivering material/ Product directly from vendor's place to customer's place could be dangerous as you might loose your customer as in most of the cases, getting the material/product from vendor might be cheaper for customer than procuring it from the you/company. Hence it can be used very carefully and with proper agreement with the vendor.

Example:

Customer placed an order for 100 qty of Item A and want it to be deliver in 5 days. Now company's sales manager realized that the item is not available in the warehouse.  Sale manager has then contacted purchase manager inquiring about immediate procuring of the item for customer delivery. Purchasing manager denied possibility of this immediate procurement as time is too short. As order is placed by the priority customer, sales manager has to think of the way to fulfill the requirement. Sales manager has then explored the possibility of the direct delivery in which instead of procuring the item and bringing it to the company's warehouse, item can be deliver directly from the vendor premises to the customer premises. This will certainly save significant time and Item will be deliver to customer on time. In this case we can use "Direct delivery".

Direct delivery is also know as "Direct delivery purchase order".

Let us now see the steps to create direct delivery purchase order from the sales order

1. Go to Account receivable --> Orders --> All Sales orders

2. Click on New to create a sales order and add item, qty, delivery details and other required information

3. As item is not available in the warehouse, the decision is being made to ask the vendor to deliver the material to customer.

4. Click on Direct delivery button in the sales order action pane in the New section.

5. New form will open. Select vendor, Quantity to be delivered by the vendor, discount if any, purchase unit price if price is not getting fetched from the purchase agreement.

Note: Transfer delivery address checkbox is checked by default and cannot be editable as in direct delivery cases, the delivery address of the customer from sales order line is getting fetched into the purchase order line as vendor is delivering product to the customer.

6. Click Ok

7. Purchase order gets created from the sales order automatically.

8. We can see both are having same delivery address as customer delivery address is getting copied from sales order to purchase order.

9. Now we can process the purchase order. (Confirmation, Receipt list and product receipt)

Note: Once purchase order product receipt is posted, sales order packing slip gets posted automatically. Purchase order product receipt means item is being delivered from vendor premises to customer premises. In direct delivery case, it is also mean product is delivered to customer hence sales order goes in Delivered state.

10. We can then process the Purchase order and sales order invoice separately.

In this way, direct delivery purchase order gets created to deliver product directly from vendor to customer which if used carefully and with proper agreement can reduce significant operational and administrative cost.

Happy Daxing

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Abhijeet Hele |  Dynamics AX Enthusiast | My Profile | 

The information provided on this site represents my own opinion/view and does not represent the opinion/view of my employer or Microsoft.