XBRL taxonomy (form)

Article
05/05/2014

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 > Posting > XBRL taxonomy.

Use this form to import eXtensible Business Reporting Language (XBRL) taxonomies from external files or to add schema or linkbase files to taxonomies that have already been imported.

Note

This topic includes information about features that were added or changed for cumulative update 6 or later for Microsoft Dynamics AX 2012 R2. This information also applies to AX 2012 R3.

To print financial statements, you can use Management Reporter, or you can use the traditional financial statements that are included with Microsoft Dynamics AX. For more information about how to print financial statements using Management Reporter, see the Management Reporter User Guide.

This form is available only when the Financial statement (traditional) configuration key is selected.

Task that uses this form

Import and set up XBRL taxonomies

Navigating the form

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

Tabs

Upper pane

Tab	Description
Overview	Create taxonomies for XBRL reporting.
General	View the XBRL reporting taxonomies.

Lower pane

Tab	Description
Overview	View the link information for the taxonomy ID that is selected.
General	View the taxonomy ID link information.

Buttons

Button	Description
Import XBRL taxonomy	Open the Import XBRL taxonomy form, where you can enter or select the schema file name to import.
Import schema file	Open the Import schema file form, where you can enter or select the additional schema file name to import.
Import linkbase file	Open the Import linkbase file form, where you can enter or select the additional linkbase file name to import.
Details	Open the Taxonomy details form, where you can view information about the taxonomy elements and change them.

Fields

Field	Description
Taxonomy ID	The unique identifier for the taxonomy that is imported.
Description	The description of the taxonomy that is imported.
File name (in the upper pane)	The name of the schema file, which is the main file of the taxonomy.
Schema location	The location that the taxonomy has been imported from. The original Internet address of the taxonomy must be included. This address is displayed in XBRL instance documents. If appropriate taxonomies are sent with the instance documents, this field can be left blank.
File name (in the lower pane)	The file name of the schema or linkbase file that is selected.
Location	The folder name that the file was imported from. All referenced files are imported with the taxonomy file. If any file cannot be found, an algorithm searches for the file.