Financial dimensions (form) [AX 2012]

Updated: July 9, 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 > Setup > Financial dimensions > Financial dimensions.

Use this form to create financial dimensions that you can use as account segments for shared charts of accounts.

After you have created the financial dimensions, use the Financial dimension values form to assign additional properties to each financial dimension.

Although you can use financial dimensions to represent legal entities without creating the legal entities in Microsoft Dynamics AX, financial dimensions aren’t designed to address the operational or business needs of legal entities. The interunit accounting functionality in Microsoft Dynamics AX is designed to address only the accounting entries that are created by each transaction.

Before you set up financial dimensions as legal entities, evaluate your business processes in the following areas to determine if this setup will work for your organization:

  • Inventory

  • Sales and purchases between financial dimensions and legal entities

  • Sales tax calculation and reporting

  • Operational reporting

Some examples of the limitations include the following:

  • You can use sales tax functionality only with legal entities, not with financial dimensions.

  • Some reports don't include financial dimensions, so you can't always report by financial dimension unless those reports are modified.

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

Button

Description

Financial dimension values

Open the Financial dimension values form, where you can create or update custom list dimension values and set properties for all financial dimension values.

Set up hierarchies

Open the Derived financial hierarchies form, where you can set up and maintain filters for derived financial hierarchies.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Translations

Open the Text translation form, where you can translate the financial dimension name to another language.

Main account translation

Open the Text translation form, where you can translate the main account name to another language.

Field

Description

Dimension name

The name of the financial dimension.

Report column name

The name of the financial dimension to be displayed as a column name on reports.

Use values from

Select a system-defined entity to base the financial dimension on. Financial dimension values are created from this selection. For example, to create dimension values for projects, select Projects. A dimension value will be created for each project name.

To create a user-defined financial dimension, select < Custom dimension >.

Dimension value mask

Enter a format mask to use for creating financial dimension values. A format mask limits the amount and type of information that you can enter for dimension values.

This field is available only when you select < Custom dimension > in the Use values from field.

Require the dimension to be balanced

Select this check box to require that debits equal credits for each value of this dimension in any transaction.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Require values for the dimension to be balanced with

If the Require the dimension to be balanced check box is selected, you can select another dimension to require balanced entries for each combination of both dimensions.

NoteNote

This control is available only if the Public Sector configuration key is selected.


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

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