Prepare financial dimension framework for upgrade (form) [AX 2012]

Updated: October 19, 2012

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

Click Prepare financial dimension framework for upgrade in the Preprocessing upgrade checklist to open the Prepare financial dimension framework for upgrade form.

A main account category is a classifier of a main account. A financial dimension is a financial data classifier that is created from the parties, locations, products, and activities in an organization, and that is used for management reporting.

In Microsoft Dynamics AX 2009, you could create ledger account categories and financial dimensions for each company. In Microsoft Dynamics AX 2012, the main account categories and financial dimensions that you create are shared, and can be used by any of the legal entities that are set up in Microsoft Dynamics AX.

NoteNote

Dimension focuses have been renamed to financial dimension sets and are shared by the legal entities that are set up in the Legal entities form. Therefore, the financial dimension sets can be used by any of those legal entities. Financial dimension sets in Microsoft Dynamics AX 2012 differ from the dimension sets in previous releases.

In versions earlier than Microsoft Dynamics AX 2012, in the Tax dimension field, in the General ledger parameters form, you could select one of three standard financial dimensions to be used as expense and income codes. In Microsoft Dynamics AX 2012, association between financial dimensions and expense and income codes were updated to the new financial dimensions framework. Therefore, you need to link the expense and income codes table (RTax25ProfitTable) to the financial dimensions table (DimensionAttribute) so that you can select the appropriate financial dimension in the Dimension transfer field in Microsoft Dynamics AX 2012 R2.

Use the Prepare financial dimension framework for upgrade form to select the main account categories and financial dimension sets that can be shared between the legal entities.

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

Field

Description

Upgrade validation

Open the Ledger account categories upgrade errors form, in which you can view ledger account categories and the upgrade error status of each code.

NoteNote

This button is available only if you are upgrading from Microsoft Dynamics AX 2009.

Open the Dimension focus upgrade errors form, in which you can view dimension focuses and the upgrade error status of each code.

Open the Dimension Merge errors form, in which you can display the financial dimensions numbers and the upgrade error status of each number.

Set to ready for upgrade

Select this upgrade checklist item as ready for upgrade.

Field

Description

Partition key

Select a data partition for preprocessing.

 
NoteNote

This control is available only if you are upgrading to Microsoft Dynamics AX 2012 R2 or AX 2012 R3.

Ledger account categories

In the Available company accounts field, select the company account on which to base the main account categories.

NoteNote

This field is available only if you are upgrading from Microsoft Dynamics AX 2009.

Dimension focuses

In the Generate shared dimension focuses field, select which dimension focuses will be available as shared dimension focuses:

  • For each company – All the dimension focuses that currently are set up in each company will be available as shared dimension focuses.

  • Specific company account – Only the dimension focuses for the company that you select in the Available company accounts field in the Generate shared dimension focuses rates field group will be available as shared dimension focuses.

If you selected Specific company account, select the company account that contains the dimension focuses that will be shared.

Dimension numbers

In the Available company accounts field, select the company account on which to base the financial dimension numbers for agreements.

Dimension transfer

Select the Link tax dimensions check box to to link the expense and income codes table (RTax25ProfitTable) to the financial dimensions table (DimensionAttribute) so that you can select the appropriate financial dimension in the Dimension transfer field in the General ledger parameters form in Microsoft Dynamics AX 2012 R2.


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

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