The product release process is part of the product setup in Dynamics AX 2012. Every single product must be released to a legal entity before the system allows you to procure, sell, or produce it.
For more details, about how to release products, product masters and product variants, see: Release products.
In some cases, the product release process can fail to release products due to inconsistencies or missing setup. In this post, we will take a look at system capabilities that allow you to troubleshoot the product release process and take action to resolve any issues.
The product release process allows you to release multiple products and product variants or, in other words, make multiple products available in various legal entities. This action can be executed from various list pages and detail forms.
If you work with a small number of products, it’s a very quick process to release them to a single legal entity. But in the case of, for example, a new site deployment, it can be a time consuming task to release all products to the new legal entity.
For this scenario, we recommend using a server batch job to execute the product release process in order to avoid extra load on the system during work hours. If issues arise during a batch job execution, the release session concept in Dynamics AX 2012 will help provide you with information about any issues or conflicts. Based on the system reports you can then resolve the issues or conflicts that occurred during the batch job execution.
The release session is a database persisted object which groups all products that should be released to legal entities. The release session object is automatically created behind the scene when you request to release one or more products.
If all products have been successfully released without any issues, the release session is automatically deleted and no further actions are required for the release product request. However, if issues occurred during the release process, then the release session will remain open with all the individual products that failed during the process. This allows you to troubleshoot the release process, fix the issues and repeat the action without having to select all products and legal entities one more time.
Assume that a product manager must release a new collection of products to a new legal entity. When he executes the release process, various errors are reported by the system. The product manager can now navigate to the most recent release session, troubleshoot the issues and repeat the entire release action from there.
All open release sessions can be found under Product Information Management -> Periodic -> Open product releases list page. This list page contains all release sessions where something went wrong. You can filter all sessions by the user ID and release session time stamp to see all the products and product variants that the system could not release to the legal entity.
You can click the View Infolog button to view details about the issues with the specific product or product variant. This is a great way to figure out what went wrong and why.
Let’s take a look at some issues that commonly occur during the product release process:
· The product already exists in a legal entity.
o This can happen if you release a product for the first time by mistake and then release the product again after having made changes to it. This action will create a conflict and one way to solve the conflict would be to delete the released product from the legal entity, go back to your product definition, make the required changes, and then release the product again.
· A different product already exists with the specified item ID.
o This might happen due to an issue with the number sequence for the item number or because the item number has been defaulted from the product number and by coincidence, another released product exists with the same item number. To solve this issue, you must use another number sequence or rename a product with a different product number value. For more information about the product and item numbers, read this blog post: Product Number and Item Number in Dynamics AX 2012
· The product variant could not be released
o This usually happens when the inventory dimensions (InventDim) number sequence setup is missing in the legal entity. Make sure that the number sequence is properly set up. For more information, see Set up number sequences.
When you have investigated and resolved all issues, you can repeat the release action by clicking the Release product button. For more information about the Open Product Releases List Page, see: Open product releases (form).
If you have access to the code, you can also release a series of products without using the user interface. The following code example demonstrates how the release session can be created and how it should be used for release purposes:
1: static void releaseProductToCurrentLegalEntity(Args _args)
3: EcoResProductReleaseSessionManager productReleaseSessionManager;
4: EcoResProduct product;
5: CompanyInfo companyInfo;
7: companyInfo = CompanyInfo::findDataArea(curext());
9: product = EcoResProduct::findByDisplayProductNumber('myProduct');
13: // Create a new release session
14: productReleaseSessionManager = EcoResProductReleaseSessionManager::newReleaseSession();
16: // Add a product to the release session
19: // Add a legal entity where tne product should be released to
22: // Release all products within the current session to the specified legal entity
Another approach would be to use the existing Product-Item data management services. For more information, read this blog post: Product-item data management services.
The product release process is an important concept in Dynamics AX 2012. We hope that the tools and functionality of the system sufficiently and effectively support your business process. Please leave any feedback or suggestions here or provide the information via our AX SCM requirements group: AX SCM requirements.
Thank you for reading this!
I would like to say something about the DELETE of Released products that is now a different story in 2012. Customers have to think a moment before they realize that when you have deleted a Released product, you can not recreate it but you have to RELEASE it from the products again. (This is a company that has only one legal entity and they create released products directly). I wonder what the best functionality would be for delete.
I have 2 ideas:
- when a user deletes a released product, the system could ask 'Delete product also"? (ONLY when the product has been released to only one legal entity!!!)
- I can imagine we would not allow this. Then a confirmation message like this would be good "Released product 120329111 deleted, product 120329111 remains"
- we already get a warning when we want to delete a product that is good as it is.