Structure designer (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click General ledger > Setup > Financial statement (traditional) > Row definition. Click Structure designer.

Use this form to create and manage row lines for financial statements. Use the Row definition form to create a row definition, or define a row line.

To display the row lines in a hierarchical structure, select the Tree control check box. You can drag main accounts from the Accounts tab to the tree structure when you design the financial statement.

Click Edit to modify the row line and a list of values that you can select.

Move financial dimension values or main accounts to the tree

You can use the following methods to move financial dimension values or main accounts to the tree:

Click a financial dimension value or main account in the rightmost pane and drag it to the tree structure.
Double-click a financial dimension value or main account in the rightmost pane.
Select several financial dimension values or main accounts in the rightmost pane and drag them to the tree structure.

Tasks that use this form

Design the row structure of a traditional financial statement

Design the rows and columns of a traditional financial statement

Setting up traditional financial statements

Navigating the form

The following tables provide descriptions for the controls in this form.

Fields

These fields are displayed at the top of the form and are always available.

Field	Description
Tree control	Select this check box to display the row lines in a tree structure. Clear this check box to display the row lines in a grid.
Check	Select this check box to display duplicate row line values when you simulate the report by selecting the Simulate check box. Note You can click Print to print an report that displays the inconsistencies.
Simulate	Select this check box to do the following: View the list of row line values that will be displayed on the report for the definition. View how the row line will appear on the printed financial statement. View duplicate values when the Check check box is selected.
Row definition	The identifier of the selected row line.
Name	The name of the selected row line.

Tabs

These tabs are always available.

Tab	Description
Designer	Create and maintain row lines.
Setup	Enter additional information about a selected row line.

Designer tab

These tabs, buttons, and fields are available only on the Designer tab.

Tab	Description
Accounts	View the main accounts that you can use in the row. This tab is available only when the row definition that you selected in the Row definition form contains a financial dimension set that has the main account as a financial dimension.
Financial dimensions	View the financial dimensions that you can use in the row. This tab is available only when the row definition that you selected in the Row definition form contains a financial dimension set that does not have the main account as a financial dimension.
Structures	The identifier of the selected row definition.
General	Select a row type and name for internal use, and to be printed on the financial statement.
Setup	Set up parameters for the layout and the data to print on the financial statement.
Special report	Specify how to print the row line on a financial statement.

Button	Description
Create	Create a row line.
Edit	Modify the selected row line. When you click this button, different tabs are displayed in the rightmost pane.
Delete	Delete the selected row line.
Copy	Copy the selected row line.
Move	Move the selected row line. After you click Move, click the new location for the row line in the tree structure.
Print	Print the row structure or one of its branches.
Sum up	Add selected arguments to the calculation expression and summarize the arguments. This button is available only on the Setup tab in the rightmost pane of the Designer tab. It is available only for row lines that have a row type of Calculation.

Field	Description
Row name	The name for the row line. For main accounts, this is the account number. For financial dimensions, this is the financial dimension value.
Row description	The description of the row line in the tree structure. If the row line is a main account, this is the account name. If the row line is a financial dimension value, this is the description of the dimension value.
Print name	The name of the row line, as it will be displayed on reports.
Print description	The description of the row line, as it will be displayed on reports.
Type	Select or view the type of the row line that is selected in the left pane. Element – Identifies row line values, such as main accounts or financial dimension values. Group – Identifies a row type that can be used as a header for a group or subtotal, such as a header for a collection of main accounts or financial dimension values. Structure – Identifies or refers to another row definition. Calculation – Expresses a calculation that uses other rows. Exception – Produces an exception report when the financial statement is generated. The report lists the missing or duplicate balances in the row definition.
Topic	The financial dimension or main account. This field is available only for rows that have a row type of Dimension or Structure. This field is not editable for rows that have a row type of Structure,
Row definition	The row that is selected in the Row definition form.
Branch	Select a branch to link the row line to. This field is available only for rows that have a row type of Structure.
Value	The value of the specified financial dimension or main account. For example, if you enter p, !Proj, any departments that start with p, but not with Proj, will be listed in the hierarchy. You can use this field to automatically include specified values that were created in expressions, so that you do not have to drag them individually to the tree structure. This field is available only for rows that have a row type of Dimension*.
Hidden	Select this check box if you do not want to print the row line. This field is available only for rows that have a row type of Calculation.
Indented	Select this check box to indent the content of the row when printing. This field is available only for rows that have a row type of Calculation.
Header	Select this check box if the row is a header row.
Subtotal	Select this check box to summarize subnodes.
Print subcomponents	Select this check box to print subcomponents of the current row line.
Invert sign	Select this check box to reverse the sign for negative values.
Debit/Credit	Select to display row line information as a debit or a credit.
Reference	Enter a reference to a field in a different table. This field is available only for rows that have a row type of Structure.
Calculation expression	Enter the expression components using the format #1, #2, and so on. For example, if you have added two row definition nodes and you enter a + operator in this field, the sum of the two row definition nodes is added to the financial statement. This field is available only for rows that have a row type of Calculation.
ID	The ID of the argument for the current calculation row.
Row name	The name of the argument for the current calculation row.
Row description	The argument for the current calculation row.
Exception type	Specify what types of exceptions should be rendered.
Period code	Select the period code type to display for the financial dimension value or main account. This field is available only for rows that have a row type of Dimension.
Posting layer	Select the code for current, operations, or tax transactions. This field is available only for rows that have a row type of Dimension.
Column	Enter the number of the column in which the main account or financial dimension value should be printed when balances are displayed.
Bold	Select this check box to print the main account or financial dimension value in bold text.
Italics	Select this check box to print the main account or financial dimension value in italic text.
Underline amount	Select this check box to underline the amount fields for the main account or financial dimension value when they are printed.
Underline text	Select this check box to underline the text fields for the main account or financial dimension value when they are printed.
Line break position	Select where a blank addition line should be inserted. For example, if you select Before, a line break will be inserted before the selected row line on the financial statement.
Page break position	Select where a page break should be inserted. For example, if you select After, a page break will be inserted after the selected row line on the financial statement.

Setup tab

These fields are available only on the Setup tab.

Field	Description
Name	Select this check box to include the line row name on the financial statement.
Description	Select this check box to include the line row description on the financial statement.
Dimension type/set	Select this check box to include the name of financial dimension type or financial dimension set on the financial statement.
Value/structure	Select this check box to include the line row value or structure on the financial statement.
Debit/Credit	Select this check box to include the line row debit or credit proposition on the financial statement.
Period code	Select this check box to include the period code on the financial statement. You can select the period code to display in the Period code field on the Setup tab for the rightmost pane on the Designer tab. This field is available only for rows that have a row type of Dimension.
Layer	Select this check box to include the line row layer on the financial statement.
Company	Select this check box to include the line row legal entity on the financial statement.
XBRL	Select this check box to highlight XBRL taxonomy elements on the financial statement.
Indicate times used	Select this check box to calculate and show how many times the line row is used in the structure. The Times used field appears in the grid on the rightmost pane. When you select the Simulate check box, the Times used field is updated with the actual number.