Financial dimension values (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 > Financial dimensions > Financial dimensions. Select a financial dimension, and then click Financial dimension values.

Use this form to set up the details for financial dimension values. You can set options for dimension values that can be shared between legal entities. You can also set options for dimension values that are based on the legal entity that you specify.

Depending on the selection in the Select the level of dimension value to display field, some fields will not be available.

Note

This topic includes information about features that were added or changed for cumulative update 7 or later for Microsoft Dynamics AX 2012 R2. This information also applies to AX 2012 R3.

Navigating the form

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

Tabs

Tab	Description
General	Set up options for the dimension value, such as when the value is active.
Financial statement formatting	Set up the layout of the selected dimension value as it is displayed on financial statements. This FastTab is displayed only when Companies is selected in the Select the level of dimension value to display field.
Cost accounting	Set up the options for transaction control for cost accounting. This FastTab is displayed only when Companies is selected in the Select the level of dimension value to display field.

Buttons

Button	Description
External codes	Open the External codes form, where you can set up, define, and maintain external codes for the financial dimension value that is used when documents are sent and received electronically through Application Integration Framework (AIF).
Translations	Enter language translation text for the description of the custom financial dimension value. You only can enter translation text if < Custom dimension > is selected in the Use values from field in the Financial dimensions form.
Totals	Open the Dimension value interval form, where you can define the intervals of financial dimension values that are included in the total financial dimension value that is selected. This button is available only when the Calculate total from multiple dimension values check box is selected for the financial dimension value.

Fields

Field	Description
Dimension value	The dimension value for the dimension that is selected in the Financial dimensions form.
Description	The description for the financial dimension value.
Select the level of dimension value to display	Select the level of the financial dimension value to display: Shared value – Field values that can be shared between a chart of accounts and a legal entity are displayed. You can change the values for a specific chart of accounts or legal entity by selecting Companies. Companies – Some fields will not be available. You can override the shared information for the selected legal entity. In this case, additional fields that are specific to the selected legal entity are displayed.
Companies	Select a legal entity to view information about the financial dimension value that is specific to the legal entity. If this field is blank, click the button to the right of the field, and then select a legal entity. This control is available only when Companies is selected in the Select the level of dimension value to display field.
Active from	Enter or select the date when the financial dimension value becomes active. If the date fields are blank, the financial dimension value remains active unless you select the Suspended check box.
Active to	Enter or select the date when the financial dimension value is no longer active. If the date fields are blank, the financial dimension value remains active unless you select the Suspended check box. A financial dimension value is considered inactive when the Microsoft Dynamics AX system date falls outside the range that is indicated by the Active from and Active to fields. Beginning with cumulative update 7 for Microsoft Dynamics AX 2012, if the financial dimension is inactive, it is not displayed in lookup windows in Office Add-ins for Microsoft Dynamics AX.
Suspended	Select this check box to prevent all postings to the selected financial dimension value. You cannot suspend a financial dimension value that is assigned as a budget group account on another account. To remove this assignment, you have to modify the criteria for the budget group member that has the financial dimension that contains that account. For more information, see “Optional: Define budget groups” in Set up budget control. Beginning with cumulative update 7 for Microsoft Dynamics AX 2012, if the Suspended check box is selected, the financial dimension value is not displayed in lookup windows in Office Add-ins.
Owner	Select the employee number for the worker who is responsible for maintaining this financial dimension value.
Group dimension	Enter a name for the group dimension. This name can be used to group specific financial dimension values into the same dimension value when you consolidate legal entities. This field is available only when Shared value is selected in the Select the level of dimension value to display field.
Calculate total from multiple dimension values	Select this check box to add together amounts from one or more financial dimension values. This field is available only when Shared value is selected in the Select the level of dimension value to display field.
Do not allow manual entry	Select this check box to prevent default data for this financial dimension value from being displayed in journals. This field is available only when Shared value is selected in the Select the level of dimension value to display field.
Invert sign	Select this check box to hide the minus sign on the financial statement report when this financial dimension value is represented. Typically, when revenue and expenses are displayed in both credit and debit balances, credit balances have a minus sign and debit balances have no sign. When this check box is selected, the minus sign in front of revenue amounts is not displayed on the report. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.
Column	Select the column number that the financial dimension value is printed to when the financial statement is printed. You can define how many columns are used to print a single column definition. Example You enter 2 in the Number of columns field in the Financial statement (traditional) form. For a definition that shows the current balance, the balance for this financial dimension value is printed in two columns. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.
Bold	Select this check box to make the selected financial dimension value bold on the financial statement. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.
Italics	Select this check box to make the selected financial dimension value italic on the financial statement. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.
Line above	Select this check box to precede the selected financial dimension value with a blank line on the printout of the financial statement. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.
Line below	Select this check box to follow the selected financial dimension value with a blank line on the printout of the financial statement. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.
Underline text	Select this check box to underline the text when the selected financial dimension value is printed on the financial statement. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.
Underline amount	Select this check box to underline the amounts when the selected financial dimension value is printed on the financial statement. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.
Blocked for cost transactions	Select this check box to prevent a user from entering a cost transaction for this financial dimension value in Cost accounting. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.
Blocked for service transactions	Select this check box to prevent a user from entering a service transaction for this financial dimension value in Cost accounting. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.
Blocked for distribution	Select this check box to prevent a user from entering a distribution for this financial dimension value in Cost accounting. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.
Blocked for allocation	Select this check box to prevent a user from entering an allocation for this financial dimension value in Cost accounting. This field is displayed only when Companies is selected in the Select the level of dimension value to display field.

See also

Financial dimensions (form)

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