Main accounts (list page) [AX 2012]

Updated: July 3, 2013

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 > Common > Main accounts.

Use this list page to create or update a main account and its properties. You can also use this list page to open forms that provide additional information about the selected main account.

For general information about list pages, see List pages.

The following table provides descriptions of controls that differ from the controls in the Main accounts - chart of accounts: %1 form. For information about the other controls on this page, see Main accounts - chart of accounts (form).

Button

Description

Posted

Open the Account number %1 form, where you can view the transactions that are posted to the selected main account.

By currency

Open the Ledger balance form, where you can view the balances by currency for the selected main account. You can also view the percentage of the total balance for each posted currency amount.

This balance might differ from the balance that is displayed in the Balance FactBox, because these amounts are calculated. The FactBox balance depends on the financial dimension set for the main account and the balance calculation that is set up for the financial dimension set.

Period

Open the Period balances form, where you can view the balances of the selected main account, by period.

This balance might differ from the balance that is displayed in the Current fiscal year period balances FactBox, because these amounts are calculated. The FactBox balance depends on the financial dimension set for the main account and the balance calculation that is set up for the financial dimension set.

Parameters

Open the Select balance parameters form, where you can select the posting layer and the fiscal year or date range to filter the information that is displayed in the Balance FactBox.

Account

Open the Balances form, where you can select report parameters and print the Balances report.

Financials

Open the Financial statement %1 form, where you can print a financial statement that you defined in the Financial statement form.

Cash flow forecasts

Open the Cash flow forecasts form, where you can view the cash flow forecast lines that are generated by using the Calculate cash flow forecasts form for the main account that is selected.

Cost category

Open the Cost category reference form, where you can create, maintain, and view cost category references.

Statistics

Open the Statistics form, where you can view a graph of the balance of the selected main account.

Total accounts

Open the Included in totals form, where you can view the main accounts that have a main account type of Total, and that include the selected main account.

Analyze data

Open the Power View report designer, where you can create a report. For more information, see Create a report by using Power View to connect to a cube.


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

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