Main account categories (form)
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 > Chart of accounts > Main account categories.
Use this form to create or update main account categories. You can use main account categories, which are attributes, to classify main accounts.
Main account categories are used for key performance indicators (KPIs) and calculated measures for analysis cubes. Based on the main account categories that are assigned to the main accounts, the KPIs and calculated measures provide summarized views of your data. For more information, see Main account categories and analysis cubes.
For example, suppose you want to view information for current assets, and the following asset type accounts are defined for your legal entity:
10000 Cash
11000 Accounts receivable
12000 Inventory
13000 Long-term investments
14000 Property, plant, and equipment
You consider cash, accounts receivable, and inventory to be current assets, so you want the sum of accounts 10000, 11000, and 12000. You use main account categories to define an account range from 10000 to 12000, so you can view current asset information.
Task that uses this form
Set up main account categories
Navigating the form
The following tables provide descriptions for the controls in this form.
Button
Button |
Description |
---|---|
Link main accounts |
Open the Link main accounts - account category: %1 form, where you can assign one or more main accounts to the main account category. Note This button is not available for main account categories that have the Closed check box selected. |
Fields
Field |
Description |
---|---|
Reference ID |
A system-generated reference ID value for the main account category. User-defined main account categories will have reference ID values greater than or equal to 1001. |
Main account category |
Enter a unique name for the main account category. |
Description |
Enter a description for the main account category. |
Main account type |
Select the main account type for the main account category:
For more information, see About main account types. |
Closed |
Select this check box to close the main account category and prevent it from being used. You cannot delete a main account that has been used. You cannot link the main account category to main accounts if this check box is selected. |
See also
Link main accounts to main account categories
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).