Taxonomy details (form) [AX 2012]

Updated: January 18, 2011

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 > Posting > XBRL taxonomy. Select an eXtensible Business Reporting Language (XBRL) taxonomy, and then click Details.

Use this form to view the taxonomy elements in alphabetical order, together with the properties and relationships. Taxonomy elements are used to express information that is used in the creation, exchange, and comparison of tasks of business reporting. You can also find taxonomy elements in the structure and view their properties, and set mapping for non-monetary data types, such as dates, shares, and texts.

For more information about taxonomies, visit the XBRL International website.

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




View information about the relationships among taxonomy elements, so that the taxonomy content is organized correctly.


View the definitions of basic validation rules, which apply to all instance documents that refer to a particular taxonomy.


View the different types of relationships among the taxonomy elements.


View the labels that are available for the taxonomy elements. You can create a label for each language, value, and role.


View the references to additional information about the taxonomy element.


View the properties of the element, such as taxonomy information and the specific value of the element.




Transfer the selected taxonomy element and all of the branches for the element to an existing row definition for additional mapping and reporting.


Open the References form, in which you can view information about the taxonomy element references in row definitions.

Update default labels

Update the default labels, according to the selected label language and role.




The language code for the label value.


The label for the selected taxonomy element, if a label exists.

Label role

The role of the label. For example, depending on the role, this might be a description.


The authoritative source of the selected taxonomy element.


The name of the taxonomy element.


The type of the taxonomy element.


The values of the taxonomy, if the element is of a monetary value.

Substitution group

The substitution group to which the taxonomy element belongs.

Period types

The instance or duration of the taxonomy element.

Element ID

The unique identifier for the taxonomy element.

Is abstract

Select this check box if the taxonomy element cannot be reported in instance documents.


The meaning of the taxonomy element that is used to make mapping easier. This field can be blank.

Is nillable

If True is displayed, the taxonomy element can be empty.

Use the manually specified value

Select this check box to use the information that is entered in the Value field when you generate financial statement lines.

Start date

The starting date for the taxonomy.


The amount of the taxonomy element.

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