Advanced rules (form) [AX 2012]

Updated: August 29, 2012

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 > Configure account structures. On the Action Pane, click Advanced rule.

Use this form to define rules for main accounts and financial dimensions. You can use advanced rules to link a dimension or multiple dimensions to a main account number or to a range of main account numbers, so that additional information can be gathered for reporting.

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

Button

Description

New

Create an advanced rule and name.

Delete

Delete the selected advanced rule.

Edit advanced rule

Modify the selected advanced rule.

Restore

Restore the original settings from when the selected advanced rule was first activated.

Add filter

Add financial dimension constraints to the selected advanced rule.

Only the initial constraint is saved for each advanced rule.

Add

Add an advanced rule structure to the advanced rule.

NoteNote

This button is available only if the account structure that you are creating an advanced rule for has a status of Draft. Click Edit advanced rule to enable this button and to change the status of the account structure to be Draft.

In the Configure account structures form, a different account structure is displayed on each tab. The title of the tab indicates if the account structure has an Active status or a Draft status.

Remove

Remove the selected advanced rule structure from the advanced rule.

NoteNote

This button is available only if the account structure that you are creating an advanced rule for has a status of Draft. Click Edit advanced rule to enable this button and to change the status of the account structure to be Draft.

In the Configure account structures form, a different account structure is displayed on each tab. The title of the tab indicates if the account structure has an Active status or a Draft status.

Advanced rule structures

Open the Advanced rule structures form, where you can create and update advanced rule structures.

Field

Description

Advanced rule

The identifier of the advanced rule.

Name

The name of the advanced rule.

Account structure

The account structure that the advanced rule applies to.

Status

The status of the selected advanced rule. To activate an advanced rule, you must activate the advanced rule structure that contains the advanced rule.

Draft

If this check box is selected, the advanced rule is not active.

Apply this advanced rule when

Enter the criteria to use for the selected advanced rule. Click Add filter to add criteria, and select the appropriate options to create the criteria. You might have to scroll down to view all of the criteria.

Advanced rule structure

The advanced rule structure that will be used for the selected advanced rule.

Name

The name of the advanced rule structure.


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

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