Import and set up XBRL taxonomies [AX 2012]

Updated: January 29, 2014

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

You can import eXtensible Business Reporting Language (XBRL) taxonomies that are located on the XBRL International website or on a computer. These taxonomies apply unique identifying tags to financial information for reporting.

NoteNote

This topic includes information about features that were added or changed for cumulative update 6 or later for Microsoft Dynamics AX 2012 R2. This information also applies to AX 2012 R3.

This form is available only when the Financial statement (traditional) configuration key is selected.

We recommend that you use Management Reporter for Microsoft Dynamics ERP to create, maintain, deploy, and view financial reports. Management Reporter lets you design financial reports based on ledger accounts and financial dimensions, drill down to transaction-level detail, and use web-based report viewing. For more information about how to print financial reports by using Management Reporter, see Management Reporter for Microsoft Dynamics ERP.

You must download the taxonomy files that you need before you import them.

  1. Click General ledger > Setup > Posting > XBRL taxonomy.

  2. Click Import XBRL taxonomy.

    NoteNote

    To import a schema file or linkbase file, click Import schema file or Import linkbase file, respectively.

  3. In the File name field, enter or select the location of the taxonomy file, and then click OK.

  4. Click Details to open the Taxonomy details form, where you can view the taxonomy elements in alphabetical order. Each element is a label and is assigned a label value from the taxonomy.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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