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MSDyn365FO Pre-upgrade Cleaning, Part 5 – On-hand entries aggregation by financial dimensions

This blog is the next part of a multi-part blog series by our very own Nathan Clouse detailing some preparatory tasks that you can perform ahead of doing a database upgrade to reduce upgrade time.  This information is particularly useful when preparing to upgrade from Dynamics AX 2012 to Dynamics 365 for Finance and Operations, as database size increases time needed to move files between environments and perform the upgrade steps.  Look for additional releases in this series in the coming weeks!

On-hand entries aggregation by financial dimensions

Similar to On-hand clean functionality, there is functionality to sum up on-hand entries by financial dimension. You may want to do this for prior closed years to clean up entries that have some financial impact but don’t need the specific detail behind it in the on-hand screen. Source transactions will still have that detail if you need to back to find it.

Where is this in AX 2012?

In Inventory Management > Periodic > Clean up, look for On-hand entries aggregation by financial dimensions. This will let you filter the routine to specific things such as items or sites but it can be run as it. As with other clean up routines, I suggest you always run it in batch. This will identify items that have no open quantities, have all zero quantities in the on hand quantity fields and have no open transactions. This will largely limit this to non-stocked products. Then it will take all of the inventory summation records and consolidate them into one on-hand record.

On-hand entries aggregation by financial dimensions AX 2012
On-hand entries aggregation by financial dimensions in AX 2012

Where is this in Dynamics 365 for Finance and Supply Chain

This can be found in the same place as AX 2012 and is functionally the same.

On-hand entries aggregation by financial dimensions Dynamics 365
On-hand entries aggregation by financial dimensions in Dynamics 365

Looking for the other posts?

MSDyn365FO Pre-upgrade Cleaning, Part 1 – Load Adjustments

MSDyn365FO Pre-upgrade Cleaning, Part 2 – Inventory Journals

MSDyn365FO Pre-upgrade Cleaning, Part 3 – Cost calculation details

MSDyn365FO Pre-upgrade Cleaning, Part 4 – Inventory settlements clean up

Want to learn about upgrades?

Dynamics 365 Finance Operations Upgrade

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