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Dynamics AX Updates

Dynamics AX Inventory Value Cube

The Microsoft Dynamics AX Inventory value cube provides data that can help you evaluate the performance of your inventory. It provides measurements that give insight into how the value of inventory has evolved over time. A set of the key performance indicators (KPIs) are available to assist the process of improving the financial performance of inventory management. This article provides details about the cube.

Deployment

The Microsoft Dynamics AX Inventory value cube is included in the project.

Configuration keys

The following configuration is required to use all the features of Dynamics AX Inventory value cube:

  • Trade (LogisticsBasic)

Tables and views

The Dynamics AX Inventory value cube uses data from the following tables and views:

  • InventSite table
  • InventValueCube view

Measures

The Dynamics AX Inventory value cube includes the following measure groups.

Dynamics AX Inventory value

This measure group is based on the InventValueCube view and involves the following measures.

Measure

Measure field name Aggregation Description Associated dimensions
Net amount change InventValueCube.Amount Sum  The sum of the transactions between two periods, in monetary value.  Company

Sites

Released products

Styles

Colors

Configurations

Sizes

Fiscal period date

Inventory value

Date (exchange rate date)

Note
 The Information (exchange rate date)  dimension is associated with this measure only in Microsoft  Dynamics AX 2012 R3.
Net quantity change InventValueCube.Qty Sum  The sum of transactions between two periods, disregarding the unit of measure.

Exchange rates by day

This measure group is based on the BIExchangeRateView view and includes the following measures.

Measure

Measure field name Aggregation Description Associated dimensions
Exchange rate BIExchangeRateView.CrossRate Max The exchange rate.  Currency

Date (exchange rate date)

Analysis of currency

Calculated measures

The Dynamics AX Inventory value cube contains the following calculated measures.

Calculated measure

Aggregation Associated measure group Description
Beginning quantity Sum Undefined  The balance as of the period start, disregarding the unit of measure.
Ending quantity Sum Undefined  The balance as of the period end, disregarding the unit of measure.
Net issues quantity Sum Undefined  The sum of issue transactions holding an InventTransType Mentioned in the Issue transaction field, disregarding the unit of measure.
Beginning amount Sum Undefined  The balance as of the period start, in monetary value.
Ending amount Sum Undefined  The balance as of the period end, in monetary value.
Net issues amount Sum Undefined  The sum of issue transactions holding the InventTransType specified in the Issue transaction field, in monetary value.
Days to date No aggregation Undefined  The number of days between the periods.
Products with the transactions quantity No aggregation Not applicable  The products hold an ending balance of type Quantity.
Product rank quantity No aggregation Undefined  The numeric ranking of the products based on the quantity.
Cumulative quantity No aggregation Undefined  The cumulative quantity value of the product N.
Cumulative quantity previous No aggregation Undefined  The cumulative quantity value of the product N-1.
Total quantity No aggregation Undefined  The total quantity value of all the products.
Cumulative % of the total quantity No aggregation Undefined  The cumulative % of the total quantity of product N.
Cumulative % of the total quantity of previous No aggregation Undefined  The cumulative % of the total quantity of product N-1.
ABC category quantity No aggregation Undefined  The ABC classification of product based on quantity measurement  (C:80%, B:15%, A:5%).
Products with the transactions amount No aggregation Not applicable  The products that hold an ending balance of type Amount.
Product rank amount No aggregation Undefined  The numeric ranking of the products based on quantity.
Cumulative amount No aggregation Undefined  The cumulative amount of the product N.
The cumulative amount of previous No aggregation Undefined  The cumulative amount of the product N-1.
Total amount No aggregation Undefined  The total amount of all the products.
Cumulative % of the total amount No aggregation Undefined  The cumulative % of the total amount of product N.
Cumulative % of the total amount of previous No aggregation Undefined  The cumulative % of the total amount of product N-1.
ABC category amount No aggregation Undefined  The ABC classification of product based on amount measurement  (C:80%, B:15%, A:5%).
Inventory turn quantity No aggregation Undefined  Net problem quantity / ((Beginning quantity + Ending quantity) / 2)
Inventory turn amount No aggregation Undefined  Net problem amount / ((Beginning amount + Ending amount) / 2)
Unit cost No aggregation Undefined  Ending amount or Ending quantity
Rank No aggregation Undefined The Inventory turn quantity / Ending amount
Problem transactions No aggregation Not applicable  Used to filter the InventTransType of type Sales, ProdLine, Project, Asset,  KanbanJobPickingList, KanbanJobWIP, and KanbanEmptied.

Key performance indicators

The following sections describe about the key performance indicators (KPIs) in the Inventory value cube.

KPI calculations

The below table lists the KPIs that are associated with the Dynamics AX Inventory value cube. You can use the data in the following table to help verify the information in your KPIs.

KPI Associated measure group Calculation
Days of inventory quantity All Ending quantity / (Net problems quantity / Days to date)
Weeks of inventory quantity All Ending quantity / (Net problems quantity / (Days to date / 7))
Months of inventory quantity All Ending quantity / (Net problems quantity / (Days to date / 30))
Inventory turn quantity All Net problems quantity / ((Beginning quantity + Ending quantity) / 2)
Days of inventory amount All Ending amount / (Net problems amount / Days to date)
Weeks of inventory amount All Ending amount / (Net problems amount / (Days to date / 7))
Months of inventory amount All Ending amount / (Net problems amount / (Days to date / 30))
Inventory turn amount All Net problems amount / ((Beginning amount + Ending amount) / 2)

Role Centers

Except for the Cost controller Role Center page which displays the KPIs by default, the KPIs of Inventory value cube are not displayed on Role Center pages.

Security

The Dynamics AX Inventory value cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

  • Chief executive officer
  • Chief financial officer
  • Cost accountant
  • Cost clerk
  • Materials manager
  • Warehouse manager

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