Create cost elements

There are several ways to create cost elements in Cost accounting. This procedure shows how to create cost elements by importing main accounts via a data connector. The USMF demo company was used to create this procedure. This procedure is for a Cost accounting feature that was added in Dynamics 365 for Operations, version 1611.

Create new cost elements

1. Go to Cost accounting > Dimensions > Cost element dimensions.
2. Click New.
3. In the Name field, type a value.
4. In the Data connector for dimension members field, enter or select a value.
5. In the Description field, type a value.
6. Click Save.

Configure the data connector

1. Click Configure dimension member provider.
2. In the Chart of accounts field, enter or select a value.
   • Select Shared to use the shared chart of accounts.
3. Click New.
4. In the list, mark the selected row.
   • You can apply filters to accounts to meet your criteria.
5. In the From main account field, enter or select a value.
6. In the To main account field, enter or select a value.
7. Click OK.

Import main accounts

1. Click Import dimension members.
   • Main accounts will be imported into Cost accounting and used as cost elements.
2. Click OK.

View the imported accounts as cost elements

1. Click View dimension members.
   • View the imported ledger accounts as cost elements in your business that costs can flow to.