Process Industries for Microsoft

Dynamics AX 2009 SP1

RELEASE NOTES FOR VERSION 5130
BUILD PMF05013007
DECEMBER 2008
REQUIRES MICROSOFT DYNAMICS AX 2009 SERVICE PACK 1

















Microsoft, Microsoft Dynamics AX, Process Industries for Microsoft Dynamics AX and all other Microsoft products referenced in this
document are either registered trademarks or trademarks of Microsoft Corporation or Microsoft Business Solutions ApS in the United
States and/or other countries.

Release Notes for Process Industries for AX 2009 1 Process Industries for Microsoft Dynamics AX 2009
For Dynamics AX 2009 RTM Build 2008 Fullscope
System Requirements

This release of Process Industries is designed for Microsoft Dynamics AX 2009 Service Pack 1 and meets the system
requirements for that environment. In the About Microsoft Dynamics dialog, the build number for AX 2009 SP1
will be 5.0.1000.52 for the Kernel and the Application.

Process Industries for Dynamics AX 2009 SP1 is an add-on application that requires an existing version of Microsoft
Dynamics AX 2009 SP1. Please verify that you have one of these supported environments that can be upgraded to
Process Industries for Dynamics AX 2009 SP1 before proceeding:

For a new installation: Microsoft Dynamics AX 2009 Service Pack 1: Kernel and Application version
5.0.1000.52. This requires and installation of Dynamics AX 2009 plus the additional installation procedure
for Service Pack 1.
For upgrade: Microsoft Dynamics AX 2009 RTM Build: Kernel and Application version 5.0.593.0. NOTE:
there are no upgrade scripts for this. The Microsoft Dynamics AX 2009 Service Pack 1 simply patches the
RTM release. Process Industries for Dynamics AX 2009 SP1 replaces the build files for Process Industries
for AX 2009.
For upgrade: Microsoft Dynamics AX 4.0 SP2 with Process Industries 1.0 (version 4210): AX Kernel
4.0.2501.116 or higher; Dynamics AX and Process Industries Application version
4.0.2501.116/PMF040210 or higher; and Process Industries Build number PMF04021007 or higher
For upgrade: Microsoft Dynamics AX 4.0 SP2 with Process Industries 1.1 (version 4211): AX Kernel
4.0.2501.116 or higher; Dynamics AX and Process Industries Application version
4.0.2501.116/PMF040211 or higher; and Process Industries Build number PMF04021128 or higher

All build numbers can be viewed in the About Microsoft Dynamics dialog. No other upgrade paths are supported.
You must upgrade your existing installation to one of these environments before performing an upgrade
installation. Please contact your Microsoft Dynamics AX reseller for further assistance.

The following standard Dynamics AX 2009 SP1 modules must also be installed and properly licensed:

Trade (Required)
Logistics (Required)
Production 1 (Required)
Production 2 (Recommended)
Master Planning (Recommended)
Quality Management (Supported)

STOP: The Process Industries for Dynamics AX 2009 SP1 install is intended only for the base
version of Microsoft Dynamics AX 2009 SP1. If the Dynamics AX 2009 SP1 version has been
updated with a Microsoft issued hot fix, an experienced AX implementer or developer must
manually merge and upgrade the code for the Microsoft hot fix and the Process Industries BUS
layer objects affected. Please contact your Microsoft Dynamics AX Reseller or technical partner
for assistance.

STOP: If upgrading from a previous version of Process Industries for AX 4.0 SP2 that contained
a license for Fullscopes Total Quality Management for Dynamics AX 4.0 SP2, you will need to
have an experienced implementer or developer manually upgrade the data to the Quality
Management module for Dynamics AX 2009 SP1. This is now a Microsoft owned and supported
component for Dynamics AX 2009. The upgrade scripts for TQM were not included in the
Dynamics AX 2009 RTM build. These must be obtained separately from Microsoft Support.

STOP: If you need upgrade scripts to move from Process Industries on Axapta 3.0 Service Pack
6 to Dynamics AX 2009 SP1, please contact Microsoft Support. Please note that there will be a
35 day turnaround time to receive these scripts.

Release Notes for Process Industries for AX 2009 2 Process Industries for Microsoft Dynamics AX 2009
For Dynamics AX 2009 RTM Build 2008 Fullscope


Install Notes

Before you install the software, you must determine if there are possible conflicts between the Process Industries
BUS layer and existing modifications in your VAR, CUS, and/or USR layers. For example, if you have the Rapid
Configuration Tool installed, you will need to do some customization to have it co-exist with Process Industries. If
you already have a BUS layer which has customizations or other modules residing in it, you must contact your
Microsoft Dynamics AX reseller or technical partner for assistance before you install Process Industries. As
previously stated, Microsoft DIS layer hot fixes are not supported with this version. For complete installation
pre-requisites and directions, see Process Industries for Dynamics AX 2009 SP1 Installation Instructions.

The international label files for Process Industries for Dynamics AX 2009 SP1 will be released at a later date.
Customers and Partners will be able to download these from the Fullscope portal when they are released. There
are some labels that differ from the Process Industries for Dynamics AX 2009 version and the Process Industries
for Dynamics AX 2009 SP1 version.

Known Issues

This list covers the known open issues with Process Industries for Dynamics AX 2009. Please read this information
before you implement the module. These issues will be addressed through hot fixes or a later release depending
on severity and scope. In general, these issues are specific to Process Industries. For a list of open issues with
Microsoft Dynamics AX 2009, please refer to Microsofts release documentation.

Process Manufacturing
When no formula version is selected on the Create batch order form, youll receive a message stating that
you must select an active formula. The formula version must be approved, not active.
When adding a co-product to the Report as finished update form, you may need to save the line before
you can add a warehouse.
When splitting a batch order, the formula multiple set up in the formula header is not being considered.
You must first set the site of a formula version before selecting the warehouse for a co-product during
formula setup.
There is a known refresh issue with a new item in the Formula designer form. Exiting and coming back
into the form solves the issue.
Some features in the Formula setup form from the Item master have not been included with the Formula
designer in this release. The formula designer is best used on editing existing formulas as opposed to
creating new ones at this time.
Formula size does not get scaled when a scalable raw material quantity is changed.

Process Distribution
Because the catch weight flag is now display only in the Item master, you can no longer filter by catch
weight items.
When deleting a pricing template, you will receive an error regarding open transactions. The transactions
it refers to are the lines in the Quantity and margin template form.
When an inventory batch number is created using the Same Batch Reservation Error form, the sales order
batch number field does not get updated when this is form is launched from the Inventory reservation
form. It does add the number when launched from the Sales order itself.

STOP: All existing customers with Process Industries 1.0 or 1.1 who wish to upgrade to Process
Industries for Dynamics AX 2009 SP1 MUST receive NEW license keys from Microsoft.
Attempting to upgrade without the proper updated license will render the modules inoperable
and could cause data loss.

Release Notes for Process Industries for AX 2009 3 Process Industries for Microsoft Dynamics AX 2009
For Dynamics AX 2009 RTM Build 2008 Fullscope
Minimum and Maximum values on rebate agreements can be set to a negative value. However, negative
rebates are not supported.
The Overview tab of the main Item on hand form will not calculate Total Available excluding physical
expired and physical non-nettable.
When Inventory Batch Numbers are created by the same lot batch reservation form, the date structure
from the batch number group is not properly included in the generated batch number
Catch weight information is not currently displayed in the pegging information in a planned order
When using the same batch reservation feature, if you change the quantity on a sales order line that
already has a reservation made, the reservation will be removed, however, a new reservation will not be
made on the changed quantity. You need to go into the reservation form and perform the reservation on
the new quantity.

All Process Industries labels are contained in two label files that will be installed when installing the product. These
files must be present even if only the Process Distribution OR Process Manufacturing license is purchased. The
code for both products within the Process Industries suite is still present even if one license is not purchased.
Because of this, some BOM specific labels will always refer to formulas even if the Process Manufacturing license
is not enabled.
Known issues in standard AX 2009 that will impact Process Industries. The following issues have been reported to
Microsoft and worked around when necessary.
When registration requirements are enabled in the Inventory model group, Good quantity is not entered
on a Report as finished update line although the End job check box is enabled by default. This makes it
possible to post zero quantity.
Multi-level BOM calculations will calculate consumption incorrectly when the level 1 BOM raw material
item has constant scrap. This will have the same effect on multi-level formula calculations.
Variance reports lack estimated and realized consumption quantities.
BOM designer has a blank items section when launched from the Items Place list page. This will also be
true of the Formula designer.
May encounter incorrect batch number requirement error when partially shipping or receiving transfer
orders.
The Deliver Now field on the Sales Order Setup tab does not update the same field on the Quantity tab.
This will impact Catch Weight updates. It is recommended that all quantity updates be performed on the
Quantity tab, which correctly updates the Setup tab.
When grouping planned orders for the same BOM item, the last BOM version and last Route version will
be used for all selected orders regardless of the from quantity validation that may select different
versions based on the quantity. This will be the same issue when selecting planned orders for formula
items.

Catch Weight Usage

Assumptions and Functional Notes

Catch Weight transaction handling must track inventory movements in both the catch weight and inventory units
of measure. When transactions are moving through an order process, they must be matched with transactions of
the same dimension combination. During certain inventory movements, it is possible that the Inventory
Quantities on a transaction do not conform to CW setup requirements. This will particularly affect on order
transactions that are changed to another state once the dimensions and actual weights become known for the
items. Most of these transactions will be resolved when the order process is complete, or a particular process is
completed (picking for example). Under certain specific scenarios, it is possible that certain invalid transactions are
left over. Should that occur, you may use a special movement journal to clean out those specific transactions. This
journal is specified in the Inventory management parameters form. Users need to be aware of this transaction
flow. As such, the following assumptions are made for the usage of the catch weight functionality:

For batch and serialized controlled items, reservation with picking list registration of one-step picking will
be the primary avenues for selecting multiple inventory batches or serial numbers to fulfill a single order.

Release Notes for Process Industries for AX 2009 4 Process Industries for Microsoft Dynamics AX 2009
For Dynamics AX 2009 RTM Build 2008 Fullscope
In order to maintain the inventory integrity, reservation must be performed at the minimum catch weight
conversion.
You will need to use registration when receiving multiple inventory batch, serial numbers, or other finite
storage dimensions.
The Split button in the Pick and Registration forms is not supported with catch weight items due to the
aforementioned difficulty of matching transactions as they flow through the order process. The Split
button increases the transactions that need to be matched. The Pick Now and Register Now panes of
these forms can perform the same function by simply adding multiple lines using the New button.
When using the Items list page under Inventory Management > Places, the assumption is that you will
create a new item and input its initial catch weight setup from the Item details form in a single workflow.
All costing is done in the inventory unit.
Catch weight items cannot lose or gain weight during a transfer order process. If they do, this must be
reconciled using the catch weight movement journal mentioned above, after the transfer has been
completed.
When partially shipping or receiving catch weight items, it may be possible for your deliver remainder
inventory quantity to be greater than the maximum converted catch weight remainder. To resolve this
and proceed with the order process, use the Deliver remainder function to convert the remainder to the
nominal conversion. This will also enable using the All quantity option in your posting routines.

Unsupported areas of note for Catch Weight functionality

Module: Warehouse Management II
Module: Product Builder
Module: Shop Floor Control
Module: Projects
Quantity adjustment form
Purchase Requisitions
Production Journals in Inventory Management
Sales Quotations and related processes
Planned Order Splitting
Advanced warehouse shipments