Aix Manual 04

Chapter 4: Working with BOM and Item Configurations
CHAPTER 4: WORKING WITH BOM AND ITEM

CONFIGURATIONS
Objectives
The objectives are:
• Describe the purpose and advantages of BOM and Item

configurations
• Describe the purpose, use, and setup of configuration groups, routes,
and rules
• Describe, set up, and use Item configurations
Introduction
Working with BOM and Item Configurations presents two configuration types in
Microsoft Dynamics® AX 2009:
• BOM configurations: These are used to set up a standard

component combination specified for a BOM item. If an item will be
produced in several different variations, for example, if a home video
system will be sold in different colors, models, or sizes, and each
item must be tracked, either a new item number can be created for
each variation, or the user can set up a BOM configuration for the
item.
Because new item numbers can add significantly to the number of

items maintained in inventory, it is frequently a good idea to use
BOM configurations instead.
To set up BOM configurations for an item, the user must create configuration
groups, routes, and rules.
• Item configurations: When an item is available in different

variations, and all configurations have, for example, the same price
or delivery time, it is good practice to use item configurations,
instead of creating many individual items that follow the same
pattern.
The Item Configurations lesson includes a demonstration that shows

the item configuration setup. It also includes information about how
configuration routes and rules that are set up on the BOM work
together with the item configuration.
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Bill of Materials in Microsoft Dynamics® AX 2009
Scenario
The Contoso Entertainment USA Company has many home theater systems that
are produced in the same manner. These systems offer various features that are
interchangeable, for example, different color and size DVD players and
subwoofer models. When the order processors use item configurations, they only
need to set up one item for the DVD player, and can still provide their customers
with the available combinations of DVD players and subwoofers that the
customers want.
Configuration routes are set up to determine the sequence in which configuration

combinations are made and configuration rules are set up to prevent the selection
of invalid combinations.
Purpose of BOM and Item Configurations

The purpose of BOM and Item configurations is to enable more specific
inventory management and master scheduling for each item. A record in the Item
form contains information about the base data, on-hand inventory, and
transactions on that item. If an item is in several different variations, for example,
colors, models, or sizes, and each item must be tracked, there are two options:
• Create a new item number for each variation

• Make configurations for the item
The advantage of configurations is that only one item number is required for the
BOM. Also, because the base data is the same for all configurations, only the
information pertaining to the basic BOM has to be maintained. However,
relevant item configurations must be specified for each item transaction.
For example, the Subwoofer model 03, produced by the Contoso Entertainment
USA Company, is a BOM item. The black and silver subwoofers are the two
configurations of this model. This means that they have the same item number as
the Subwoofer model 03, but each has its own configuration number.
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BOM Configurations
Even though configurations can be created and maintained for all item types,
Configuration groups, rules, and routes only apply to BOM item types. They are
used to configure BOM item types when there are various choices in an item
group, such as different colors or models.
FIGURE 4.1 CONFIGURATION - TREE FORM
Configuration Groups
In Microsoft Dynamics AX 2009, users must first create the Configuration group
and then create the BOM lines. Configuration groups are used to group the item
numbers in the BOM. To configure a BOM, select one item from each
configuration group.
If you are using configuration groups, the system selects the BOM line that is
specified on the configuration group on the BOM.
Example: Bicycle Configuration

Imagine that a particular bicycle comes in two different colors: red or blue.
Because there are two bicycles, it would be logical to create two BOM items,
each with its own item number (color) on the BOM lines.
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Alternatively, one BOM item (one item number for the bicycle) can also be
created, where a choice is made between the two colors. In this case, the two
items on the BOM lines (colors) are allocated to the same configuration group
that may be called Colors. In this manner, two configurations, one for each color,
can be created for the BOM item. The BOM item number, a bicycle, is entered
on a sales order line, and the desired configuration, or the bicycle color, is set up
in the Configure item dialog box.
In theory, a complete bicycle can also be defined as one BOM item that consists
of different frames, wheels, colors, and handlebars. The different combinations
are chosen during configuration. The benefit of this is that a BOM item does not
have to be created for all the possible combinations that exist. However, to use
this option successfully, different combinations must share the same general data,
which is specified in inventory base data.
For more information about item configurations, refer to the Item Configurations
lesson.
Procedure: Creating a Configuration Group

To create a Configuration group, follow these steps:
1. On the Navigation Pane, click Inventory management > Setup >

Bills of materials > Configuration groups.
2. Click the New icon.
3. In the Configuration group field, type a unique identifier.
4. In the Name field, type a short description of the Configuration
group.
5. Click the Save icon and close the form.
Procedure: Creating a Configuration Group in the BOM

Line Form
Configuration groups can also be created in the BOM line form using the Create
configuration group function. To use this function, follow these steps:
1. On the Navigation Pane, click Inventory management > Common

Forms > Bills of materials.
2. Select the BOM and then click Lines.
3. Create a BOM line and click the Item number arrow to select the
item.
4. In the Configuration group field, type the identification of the new
configuration group. For example,” Speakers“.
5. Press TAB or ENTER.
6. In the Create configuration group form, in the Description field,
type the name of the configuration group. For example, type “New
Speakers”.
7. Click OK.
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A new Configuration group is added to both the BOM line form and the
Configuration group form.
Scenario: Assigning Items and Configuration Groups

Emil, the product designer at the Contoso Entertainment USA Company, must
set up a configurable BOM for a new projection system. Knowing that the DVR
and PROJ configuration groups are already set up, he does the following:
• Assigns an item to each standard and high-definition digital video

recorder (items 1601 and 1605) and attaches the configuration group
DVR to each item.
• Assigns an item to the two models of LCD video projectors (items
1501 and 1502) and attaches the configuration group PROJ to each
item.
Because the home theater system BOM is still under development, these are the
only items that are added. The items have not yet been set up.
Demonstration: Assigning Items and Configuration

Groups
To assign items and configuration groups to a BOM, follow the steps:

3. In the Name field, type “Home Projection System”.
4. Click the Item group arrow and select “Projectors”.
5. Click Lines.
6. Click the Item number arrow, and then locate and select “1601”.
7. Ensure that the Quantity field displays “1”.
8. Click the Configuration group arrow and select “DVR”.
10. Repeat steps 6-8 for item 1605.
12. Click the Item number arrow, locate and select “1501”.
14. Click the Configuration group arrow and select “PROJ”.
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Configuration Routes
Configuration routes control the sequence in which item configurations are
selected.
For example, the size of the subwoofer model depends on the type of injection
molded speaker model and the size of machine screws that are used. Therefore, it
is logical that the first selection is the Housing configuration group. The second
selection will then be the Fasteners configuration group.
The following graphic illustrates a configuration route for an item that reflects
the following sequence:
1. Fasteners
2. Housing
FIGURE 4.2 CONFIGURATION ROUTE SETUP
Definition of Configuration Routes

Do not confuse Configuration routes with Production routes. Production routes
define how to process several different job types, such as setup, process, and
queue jobs; they are used during scheduling, job management, working time
calendars, and capacity reservations. Configuration routes specify the order a
BOM is configured.
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Configuration routes are set up on the Configuration route tab of the BOM
form.
FIGURE 4.3 BOM FORM, CONFIGURATION ROUTE TAB, CONFIGURATION

ROUTE SETUP
The Configuration route form can be accessed directly from the:
• Item form, by clicking BOM > Configuration route

• BOM line form, by clicking Configuration > Configuration route
Procedure: Creating a Configuration Route

To create a Configuration route, follow these steps:

2. Create or select a BOM that requires configuration routes.
3. Click the Configuration route tab.
4. If a new line must be added, click the New icon on the toolbar.
5. Click the Configuration group arrow and select the relevant
configuration group.
6. In the Name field, type a brief description of the route. This field is
optional. The Configuration group name field is automatically
populated with the name of the selected Configuration group. This
name is used during configuration when no route name has been
designated.
7. Click the New icon on the toolbar to add the next group in the
sequence.
8. Repeat steps 4-7 for all remaining groups.
9. Click the Up and Down buttons to change the order of sequence.
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Example: Configuration Rule

Configuration rules limit the combination of features that are associated with
each other.
For example, a new home theater system in production is not going to be made
with a black DVD player and a silver satellite speaker model, because this has
proven to be a poor seller. When Susan, the order processor, creates an order for
a home theater system, she first selects the DVD option, and then the satellite
speaker option. Because rules have been set up that limit the combination of
features for this system, the order processor is only able to select a DVD player
and a satellite speaker model that go together. In this case, a home theater system
with a black DVD player and a silver satellite speaker model is not an available
combination.
If a customer does request a home theater system with a black DVD player and a
silver satellite speaker model, the order becomes a special order item and the
order is sent to Product Builder for configuration.
Procedure: Creating a Configuration Rule

To create a Configuration rule, follow these steps:

2. Create or select a BOM that requires configuration rules.
3. Click Configuration rules.
4. Click the Configuration group arrow and select the group to which
to add a rule. The field is related to the content of the Item number
field.
5. Click the Item number arrow and select the item that this rule will
apply to.
6. Click the Method arrow and select from the options in the following
table.
Method Effect
Deselect The item number specified in the Derived item number field
cannot be seen in a configuration and, therefore, cannot be
selected.
Select Only the item number specified in the Derived item number
field for the derived configuration group can be selected and is
automatically inserted during configuration.
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7. Click the Derived group arrow and select the configuration group to
be selected or cleared, depending on the method selected in the
Method field.
8. Click the Derived item number arrow and select the item number to
be selected or cleared, depending on the method selected in the
Method field.
9. Click the Derived configuration arrow and select the configuration
to be selected or cleared, depending on the method chosen in the
Method field.
Example: How to Use Configuration Rules

In Microsoft Dynamics AX 2009, users can set up the following Configuration
rule for the Housing configuration group, shown in the graphic for item 1162,
Satellite speaker Model 02, BOM 1162-1-1.
FIGURE 4.4 CONFIGURATION RULES FORM
The rule states the following:
If item 7041 is selected for this configuration, only item 5011 can be selected.
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Lab 4.1 - Create and Use Configuration Groups

Scenario
As the assistant to the product designer, you have been asked to set up a
configurable BOM for a new home projection system. A new Configuration
group named LCDP must be created because this home projection system will
only use one of two LCD video projector models. The home projection system
includes the following specifications:
• Name: New Home Projection System

• Item group: Projectors
• Component items, all with quantities of one:
o 1701, Standard DVD Player - Black
o 1702, Standard DVD Player - Silver
o 1501, LCD Video Projector Model 01
o 1502, LCD Video Projector Model 02
• Use the Create configuration group function to create a new

Configuration group:
o Configuration group: LCDP
o Name: Choose LCD Player
Use the appropriate configuration groups. Notice that an item has not yet been set
up, and it will be approved and enabled as soon as the setup is completed.
Challenge Yourself!
1. Create the new Configuration group.

2. Create the new BOM and add component lines as defined in the
scenario.
Need a Little Help?
1. In the BOM form, create the new BOM as defined in the scenario.
2. Open the BOM line form and add the items listed in the scenario.
3. Add the Configuration group to the appropriate lines.
Step by Step

3. In the Name field, type “New Home Projection System”.
4. Click the Item group arrow, select “HTS”, and then click Lines.
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5. Click the Item number arrow, locate and select item “1701”.
7. Click the Configuration group arrow and select “DVD Player”.
11. Click the Item number arrow, locate and select item “1501”.
13. In the Configuration group field, type “LCDP” and press TAB or
ENTER.
14. In the Create configuration group form, in the Description field,
type “Choose LCD Player”, and then click OK.
16. Click the Item number arrow, and then locate and select item
“1502”.
17. Click the Configuration group arrow and select “LCDP”.
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Lab 4.2 - Create Configuration Routes

Scenario
As the assistant to the product designer, you are responsible for creating
configuration routes on configurable BOMs. Note that you have already set up
the new configuration group LCDP in the previous task.
The BOM, New Home Projection System, was set up before the routes were
determined. You have been given a specification for the home projection system
that requires the following routes: the DVD Player and the LCD Player.
Add these routes to the BOM “New Home Projection System”.
Challenge Yourself!
Add the routes to the BOM “New Home Projection System”.
Need a Little Help?
1. In the BOM form, locate and select the “New Home Projection
System”, BOM.
2. Access the configuration routes and add the routes.
Step by Step

2. Locate and select the BOM “New Home Projection System”.
6. Click the Configuration group arrow and select “LCDP”.
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Lab 4.3 - Create Configuration Rules

Scenario
As the product designer, you are responsible for adding configuration rules to
configurable BOMs. You have already created a configuration group and routes.
The BOM “New Home Projection System” needs the following rules added:
• LCD Video Projector Model 02 can be used only with Standard

DVD Player - Silver.
• Standard DVD Player - Black can be used only with LCD Video
Projector Model 01.
With this setup, the DVD Player - Silver selects the LCD Projector Model 02,
and therefore, it is the only option allowed. The DVD Player - Silver deselects
the LCD Projector Model 01. The same flow is for Black DVD Player, it selects
the LCD Projector Model 01 and deselects the LCD Projector Model 02.
Challenge Yourself!
Add the Configuration rules to BOM “New Home Projection System”.
Need a Little Help?
1. In the BOM form, locate BOM “New Home Projection System”.

2. Open the Configuration rules form, and add the rules listed in the
scenario.
3. No specific order is required for entering the configuration rules.
Step by Step
1. LOn the Navigation Pane, click Inventory management >

Common Forms > Bills of materials.
2. Locate and select BOM “New Home Projection System”.
5. Click the Item number arrow and select item “1702”.
6. Make sure that the Method field displays “Deselect”.
7. Click the Derived group arrow and select “LCDP”.
8. Click the Derived item number arrow and select item “1501”.
11. In the Item number field, select “1702”.
12. Click the Method arrow and then click “Select”.
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13. In the Derived group field, select “LCDP”.

14. Click the Derived item number arrow and select “1502”.
18. Click the Method arrow and then click “Deselect”.
20. Click the Derived item number arrow and select item “1502”.
26. Click the Derived item number arrow and select item “1501“
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Item Configurations
When an item is available in different variations and all configurations have, for
example, the same price or delivery time, it is a good practice to use item
configurations instead of creating many individual items.
Item configuration is defined by using the Configuration item dimension.

Microsoft Dynamics AX 2009 has the following item dimensions:
• Configuration
• Size
• Color
The principle of a configurable item is that all the components that are used are
specified for all configurations in one common BOM. By assigning configuration
groups on BOM lines, users can specify which BOM lines can be used for each
configuration.
When you enable the configuration dimension, specify the configuration

dimension whenever specifying the item number.
Item Configuration Prerequisites

Before you can use item configurations, set up the following parameters:
• Items
• Item dimensions
• Dimension groups
• BOM item that includes:
o Configuration dimension group assigned to the BOM item
o Configurable check box selected on the BOM item
o Active BOM version
This topic covers the configuration setup of the BOM item. For information
about how to set up items, item dimensions, and dimension groups, refer to the
Production content and the Trade & Logistics I Series content.
Scenario: Setting up Configurations for an Item

Emil, the product designer at the Contoso Entertainment USA Company, has
received specifications for a new configurable home projection system. A new
BOM item must be created and the configurations must be set up on the item.
The configurations are as follows:
• R1P1 (DVR Model 01 & Video Projector 01)

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Interaction of Rules, Routes, and Item Configurations

The following demonstration illustrates the interaction of routes and rules with
item configurations in Microsoft Dynamics AX 2009.
For this purpose, a new BOM item 170160 Demo Projection System is created
with the following setup and configurations.
• Item Group: Projectors

• Dimension Group: F-W
• Inventory Model Group: Std Cost
• Item Type: BOM
• Item flagged configurable
Demonstration: Configuring an Item

The demonstration proceeds as follows:

Forms > Item details.
2. Click the New icon on the toolbar to create a new item.
3. In the Item number field, type “170160”.
4. In the Item name field, type “Demo Projection System”.
5. Click the Item group arrow and select “Projectors”.
6. Click the Item type arrow and select “BOM”.
7. Click the General tab.
8. Click the Inventory model group arrow and select “Std Cost”.
9. Click the Dimension group arrow and select “F-W”.
10. Under the Product configurator field group, select the
Configurable check box.
11. Close the Item form.
12. Open the BOM form.
13. Select the BOM created in the demonstration “Assigning Items and
Configuration Groups”.
14. In the Versions section, click the Item number arrow and select
item “170160”.
16. Click the Configuration group arrow and select “DVR”.
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20. In the Derived group field, select “PROJ”.

22. Click the New icon on the toolbar.
25. In the Derived group field, select “PROJ”.
27. Close the Configuration rules form.
Demonstration: Approving and Activating BOM

The changes that are made to the DVR model and video projector model
configuration rule will prevent users from selecting the wrong DVR and video
projector model combination in the item configuration setup.
1. In the BOM form, click Approve.

2. Click the Approve by arrow and select “3300, Emil Karafezov”.
3. Select the Approve bill of materials? check box.
4. Click OK.
5. Activate the version by clicking Activation.
6. Close the BOM line form.
7. Open the Item form.
8. Locate item “170160”.
9. Click Setup > Configurations.
10. Click Functions > Configure to open the Configure line form.
Demonstration: Setting up Item Configurations

Users can set up Item configurations manually in the Configure item form
without using the Configure function. However, configuration routes and rules
will not be applied during the setup.
1. Click the Item number arrow for the Choose Digital Video
Recorder line and then click “1601”.Note that the Item number for
the Choose Video Projector line is automatically populated with
1501 because of the configuration rule set up on the BOM.
2. Click OK.
3. In the upper section of the Configuration creation form, in the
Configuration field, type “R1P1”.
4. In the Description field, type “DVR Model 01 & Video Projector
Model 01”.
5. Click OK.
6. Click Functions > Configure.
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7. For the Choose Digital Video Recorder, click the Item number
arrow and select “1605”. Note that the Item number for the Choose
Video Projector line is automatically populated with 1502.
8. Click OK.
9. In the Configuration field, type “R2P1”.
10. In the Description field, type “DVR Model 02 & Video Projector
01”.
11. Click OK.
12. Close all open forms.
Demonstration: Setting up a Sales Order for a Configured

Item
To show how configurations are selected on sales orders, the next section
demonstrates how to set up a sales order for the home projection system with
DVR Model 02 and Video Projector Model 01.
1. On the Navigation Pane, click Accounts receivable > Common

Forms > Sales Order Details.
2. In the Advanced view, click the New icon to create a sales order.
3. Click customer account “2021”.
4. Click OK.
5. Click the Item number arrow, locate and select “170160”.
6. Click the Dimension tab.
7. Click the Configuration arrow and in the lower section of the form
and then select “R2P1”.
8. Click the Site arrow and select “2”.
9. Click Inquiries > Composed of - tree. Note that the Composed of -
tree form displays the Demo projection system, with the
configuration of 1605 DVR Model 02 and 1501 Video Projector
Model 01.
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Lab 4.4 - Add Item Configurations

Scenario
As the assistant to the product designer, you have set up a new BOM “Home
Projection System, Configured” with configuration groups, routes, and rules. The
BOM has been approved for production. Therefore, a new BOM item must be
created, assigned to the BOM, and then approved and activated. Emil, the
product designer must approve the BOM. As soon as these steps are completed,
you must add configurations to the item.
As the assistant to the product designer, you are responsible for setting up the
new BOM item with the following specifications:
• Item: 110210, Configured

o Item group: HTS
o Inventory model group: Std Cost
o Dimension group: F-W
o Configurable: Yes
• The item configurations are as follows:
Standard DVD Player - Black can be used with both LCD Video Projector Model
01 and Model 02.
• B&LCD01
• B&LCD02
• S&LCD02 (Only LCD Video Projector Model 02 can be used with
Standard DVD Player - Silver.)
Four months later, customer 2021, Graphic Design Training Center, orders the
following:
• 5 Home Theater System, with Black DVD players and LCD Video
Projector Model 01
• 5 Home Theater System, with Silver DVD players and LCD Video
Projector Model 02
As the order processor, create the sales order.
NOTE: You must complete labs 4.1, 4.2, and 4.3 before starting this lab.
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Challenge Yourself!
1. Create the BOM item and attach it to the previously created BOM.
2. Approve and activate the BOM.
3. Assign the item configurations.
4. Create the sales order.
Need a Little Help?
1. Open the Item form and create a new BOM item 110210 using the
information specified in the scenario.
2. Make the item Configurable.
3. Open the BOM form and assign the BOM item, 110210, the BOM
“New Home Projection System, Configured”.
4. Approve and activate the BOM.
5. From the Item form, open the Configuration form.
6. Open the Configure line form and set up the item configurations, as
described in the scenario.
7. Create a sales order for the customer 2021.
8. Add the first configurable item and verify it in the Composed of -
tree form.
9. Add the second configurable item and verify it in the Composed of -
tree form.
HINT: Because the BOM was created before the item, the item is attached
through the BOM form.
Step by Step
Forms > Item details.
2. Click the New icon on the toolbar and in the Item number field,
type “110210”.
3. In the Item name field, type “Home Projection System,
Configured”.
4. Click the Item group arrow and select “HTS”.
5. Click the Item type arrow and select “BOM”.
6. Click the General tab.
7. Click the Inventory model group arrow and select “Std Cost”.
8. Click the Dimension group arrow and select “F-W”.
9. Select the Configurable check box.
10. Close the Item form.
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11. Click Inventory management > Common Forms > Bills of

materials.
12. Locate and select BOM named “New Home Projection System”
created in lab 4.1“.
13. In the Versions section, click the Item number arrow, and then
locate and select item “110210”.
14. Click Approve, and in the Approve by field, select employee “3300,
Emil Karafezov”.
15. Select the Approve bill of materials? check box and click OK.
16. Click Activation to activate the version and close the BOM form.
17. Open the Item form, select item “110210”, and then click Setup >
Configurations.
18. In the Configuration form, click Functions > Configure.
19. Click the Item number arrow for the “Choose LCD Player and click
“1501”.
20. Click the Item number arrow for “”DVD Player” and click “1701”.
21. Click OK.
Configuration field, type “B&LCD01”.
23. In the Description field, type “Black DVD Player and LCD Video
Projector Model 01”.
24. Click OK.
25. In the Configuration form, click Functions > Configure.
26. Click the Item number arrow for the “DVD Player” and click
“1702”. The Item number arrow for “Choose LCD Player” is
populated with “1502” because of the Configuration rule set up in
the lab 4.3.
27. Click OK.
28. In the Configuration field, type “S&LCD02”.
29. In the Description field, type “Silver DVD Player and LCD Video
Projector Model 02”, and then click OK.
30. Click Functions > Configure.
31. Click the Item number arrow for the “DVD Player and select
1701”. Note that because of the Configuration rule, the Item number
for the “DVD Player” is automatically populated with 1701.
32. Click OK.
Configuration field, type “B&LCD02”.
34. In the Description field, type “Black DVD Player and LCD Video
Projector Model 02”, and then click OK.
35. View all configurations and close all open forms.
36. On the Navigation Pane, click Accounts receivable > Sales Order
Details.
37. In the Advanced view, click the New icon to create a sales order.
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38. In the Customer account field select “2021, Graphic Design

Training Center”, and then click OK.
39. In the lines section, click the Item number arrow, locate and select
item “110210”.
40. In the Quantity field, type “5”, and then click the Dimension tab.
41. Click the Configuration arrow and in the lower section of the form,
select “B&LCD01”.
43. Click Inquiries > Composed of - tree. The Composed of - tree
form displays Home Projection System, Configured, with the
configuration black DVD player and LCD Video Projector Model
01.
44. Close the Composed of - tree form.
45. Click the Lines tab in the Sales order form and then click the New
icon on the toolbar to create a sales order line.
46. Click the Item number arrow, and then locate and select item
“110210”.
47. In the Quantity field, type “5”, and then click the Dimension tab.
48. Click the Configuration arrow and in the lower section of the form,
select “S&LCD02”.
50. Click Inquiries > Composed of - tree. The Composed of - tree
form displays the Home Projection System, Configured, with the
configuration of Silver DVD player and LCD Video Projector Model
02.
51. Close the Composed of - tree form.
Summary
This course, Working with BOM and Item Configurations, provided a description
of BOM and Item configurations. BOM configurations include the following:
• Configuration groups
• Configuration routes
• Configuration rules
The Item configurations section demonstrated the use and setup of item
configurations on BOM items.
The use of BOM configurations enables companies to maintain only one item
number for a BOM. This reduces the number of items in inventory and simplifies
updating and managing them.
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Test Your Knowledge

Test your knowledge with the following questions.
1. What are the Configuration groups used for?
2. What is the purpose of Configuration routes?
3. What is the purpose of using Configuration rules?
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4. What is the advantage of creating BOM configurations?
5. What parameters must be set up before item configurations can be used?
6. In Microsoft Dynamics AX 2009, which of the following variants is not an

item dimension?
( ) Configuration
( ) Size
( ) Site
( ) Color
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Quick Interaction: Lessons Learned

Take a moment and write down three key points you have learned from this
chapter:
1.
2.
3.
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Solutions
Test Your Knowledge
1. What are the Configuration groups used for?
MODEL ANSWER - Configuration groups are used to group the item
numbers in the BOM.
2. What is the purpose of Configuration routes?
MODEL ANSWER - Configuration routes control the sequence in which
item configurations are selected.
3. What is the purpose of using Configuration rules?
MODEL ANSWER - Configuration rules limit the combination of features
that are associated with each other.
4. What is the advantage of creating BOM configurations?
MODEL ANSWER - The advantage of configurations is that only one item
number is required for the BOM.
5. What parameters must be set up before item configurations can be used?
MODEL ANSWER - - Items - Item dimensions - Dimension groups - BOM
item
6. In Microsoft Dynamics AX 2009, which of the following variants is not an

item dimension?
( ) Configuration
( ) Size
(•) Site
( ) Color
4-26

Aix Manual 04

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Aix Manual 04

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Chapter 4: Working with BOM and Item Configurations

CHAPTER 4: WORKING WITH BOM AND ITEM

• Describe the purpose and advantages of BOM and Item

• BOM configurations: These are used to set up a standard

Because new item numbers can add significantly to the number of

• Item configurations: When an item is available in different

The Item Configurations lesson includes a demonstration that shows

Configuration routes are set up to determine the sequence in which configuration

Purpose of BOM and Item Configurations

• Create a new item number for each variation

FIGURE 4.1 CONFIGURATION - TREE FORM

Example: Bicycle Configuration

Procedure: Creating a Configuration Group

1. On the Navigation Pane, click Inventory management > Setup >

Procedure: Creating a Configuration Group in the BOM

1. On the Navigation Pane, click Inventory management > Common

Scenario: Assigning Items and Configuration Groups

• Assigns an item to each standard and high-definition digital video

Demonstration: Assigning Items and Configuration

1. On the Navigation Pane, click Inventory management > Common

FIGURE 4.2 CONFIGURATION ROUTE SETUP

Definition of Configuration Routes

FIGURE 4.3 BOM FORM, CONFIGURATION ROUTE TAB, CONFIGURATION

The Configuration route form can be accessed directly from the:

• Item form, by clicking BOM > Configuration route

Procedure: Creating a Configuration Route

1. On the Navigation Pane, click Inventory management > Common

Example: Configuration Rule

Procedure: Creating a Configuration Rule

1. On the Navigation Pane, click Inventory management > Common

Example: How to Use Configuration Rules

FIGURE 4.4 CONFIGURATION RULES FORM

The rule states the following:

Lab 4.1 - Create and Use Configuration Groups

• Name: New Home Projection System

• Use the Create configuration group function to create a new

1. Create the new Configuration group.

Need a Little Help?

1. On the Navigation Pane, click Inventory management > Common

Lab 4.2 - Create Configuration Routes

Add these routes to the BOM “New Home Projection System”.

Need a Little Help?

1. On the Navigation Pane, click Inventory management > Common

Lab 4.3 - Create Configuration Rules

• LCD Video Projector Model 02 can be used only with Standard

Need a Little Help?

1. In the BOM form, locate BOM “New Home Projection System”.

1. LOn the Navigation Pane, click Inventory management >

13. In the Derived group field, select “LCDP”.

Item configuration is defined by using the Configuration item dimension.

When you enable the configuration dimension, specify the configuration

Item Configuration Prerequisites

Scenario: Setting up Configurations for an Item

• R1P1 (DVR Model 01 & Video Projector 01)

Interaction of Rules, Routes, and Item Configurations

• Item Group: Projectors

Demonstration: Configuring an Item

1. On the Navigation Pane, click Inventory management > Common

20. In the Derived group field, select “PROJ”.

Demonstration: Approving and Activating BOM

1. In the BOM form, click Approve.

Demonstration: Setting up Item Configurations

Demonstration: Setting up a Sales Order for a Configured

1. On the Navigation Pane, click Accounts receivable > Common