Dynamics AX 2012 Core Financials - General Ledger - Dimensions · General Ledger > Setup >...
Transcript of Dynamics AX 2012 Core Financials - General Ledger - Dimensions · General Ledger > Setup >...
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DimensionsGeneral Ledger > Setup > Financial dimensions > Financial dimensions
Financial dimensions are the building blocks of financial reporting. Dimensions allow a single transaction to be reported in multiple ways. Although an unlimited number of Dimensions are allowed, most companies use about three to ten Dimensions.
Summary
1. Create a Custom Dimension2. Add Financial dimension value3. Disable Dimension for a specific Chart of accounts4. Create a system Dimension
Steps
• Dimension names sort alphabetically in forms• When designing Dimensions, consider on what ranges of Main
accounts the Dimension would be required• Adding Dimensions can help with consolidated financial reporting
Tips
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Create a Custom dimension
• Choose <Custom dimension> from the Use values from drop-down list.
• Enter a Dimension name without spaces.
• Enter a shortened description in Report column name.
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Dimensions
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Add Financial dimension values
• Enter the Dimension code in Dimension value.
• Enter a Description.
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Dimensions
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Financial dimension values
Use values from
Interactive 1.2 Dimensions
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Dimensions
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Movie 1.2 Financial Dimensions
Dimensions
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Disable Dimension for a specific Chart of accounts
• Select Chart of accounts as the level of dimension value to display.
• Click + and choose a Chart of accounts.
• Mark the Suspended checkbox.
• Choose Companies instead of Chart of accounts to disable a dimension for specific company.
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Dimensions
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Create a system Dimension
• In Use values from, make any selection other than <Custom dimension>.
• In the example shown, when a new Project is created, AX will automatically create a corresponding Dimension.
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Dimensions