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.

Tab

Description

Presentation

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

Calculation

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

Definition

View the different types of relationships among the taxonomy elements.

Labels

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

References

View the references to additional information about the taxonomy element.

Info

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

Button

Description

Transfer

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

References

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.

Field

Description

Language

The language code for the label value.

Label

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.

Reference

The authoritative source of the selected taxonomy element.

Name

The name of the taxonomy element.

Type

The type of the taxonomy element.

Debit/Credit

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.

Documentation

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.

Value

The amount of the taxonomy element.


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

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