Monday, September 24, 2018
Configuring Product Information Management Within Dynamics AX 2012

The Product Information Management area within Dynamics AX not only allows you to manage all of the core product details. It is also the central location for all the other product information such as the Product Attributes, Product Categories, External Product Descriptions and Product Structures. It also allows you to track the interrelationships between the products through this part of the system with the Product Relationships. If you want to add more control over the products lifecycle then you can use the Product Change Management Cases. All of this information is managed through this one location and then consumed within all of the other modules.

Setting up the Product and Service details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Product Information Management area, and also how some of the basic parts work to get you up and running and working with your Products and Services.

Configuring Product Information Management Controls

Before we start creating products within the Product Information Management area of Dynamics AX, there are a couple of codes that need to configured so that everything will run smoothly.  In this section we will walk through everything that you need to set up to get the basic Product Information Management features working.

Topics Covered

  • Configuring Storage Dimension Groups
  • Configuring Product Tracking Dimensions
  • Adding New Units Of Measure
Configuring Products & Services

Now that you have all of the basic codes and controls configured you can start adding some real products and services into the Product Information Management area.

In this chapter we will show you how you can set up products and services, and also how you can load in all of your products in bulk through the Data Import Export Framework.

Topics Covered

  • Creating A Product
  • Manually Updating Product Details
  • Adding A Product Image
  • Importing Products Using The Data Import Export Framework
  • Creating A Service Item
  • Creating Product Templates
  • Creating New Products Using Product Templates
  • Applying Templates In Bulk to Multiple Records
  • Updating Product Details Using The Edit In Grid Function
  • Using Excel To Update Product Details

Within Dynamics AX, a product can have a code that identifies the master product, and up to four additional Product Dimensions that you can use to track product variations.  The default dimensions that you can track are, Configuration, Size, Color, and Style.

This allows you to simplify the product master list and still track all of the different sub-products through the dimensions.  You can also track the inventory separately by product dimension, and even price out the variants differently as well.

Topics Covered:

  • Configuring Product Dimension Groups
  • Renaming Product Dimensions
  • Creating A Dimensional Product
  • Specifying Product Dimensions
  • Releasing Product Variants
  • Enabling Costing By Variant


If you have any additional information or properties that you want to track against a product, you don’t have to resort to adding fields to the table and then modifying the forms so that you have a place to store it.  You can take advantage of the product attributes feature within Dynamics AX to add an unlimited number of additional pieces of data.  You don’t even have to have the same attributes for all of the products, by using the Product Categories, you can assign specific groups of attributes to different groups of products.


Topics Covered:

  • Configuring Attribute Types
  • Configuring Attributes
  • Configuring Attribute Groups
  • Configuring Category Hierarchies
  • Configuring Category Hierarchy Types
  • Configuring Retail Category Attribute Groups
  • Associating Products With Product Categories
  • Maintaining Product Attributes


Another useful feature that you can configure within Dynamics AX are the Product Catalogs.  These have two important uses, the first is that is allows you to create product hierarchies that you can use within the Customer Self Service Portal shopping cart for customers that are browsing through the products, and the second is that you can set up additional descriptions and product images for your products that are more customer facing, including rich and HTML formatting.

Topics Covered:

  • Configuring Product Catalog Groups
  • Configuring Product Presentation Details
  • Configuring Product Group Presentation Details 

Another feature within the Product Information Management area that you may want to configure is the Product Relationships function.  This allows you to create links between products to indicate that products are sold together, are alternate products, are commonly purchased together, or really anything that you like.

Topics Covered:

  • Configuring Product Relationship Types
  • Configuring Product Relationships


If you make changes to your products periodically based on requests, or if you want to add more control to your product change management process, then you can do this within Dynamics AX by configuring Product Change Management Cases.  These allow you to make change requests and then track the change statuses.

Topics Covered:

  • Creating A Product Change Case Category
  • Creating A Product Change Request Case
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