Financial dimensions (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.
Use this form to create financial dimensions that you can use as account segments for shared charts of accounts.
After you have created the financial dimensions, use the Financial dimension values form to assign additional properties to each financial dimension.
Although you can use financial dimensions to represent legal entities without creating the legal entities in Microsoft Dynamics AX, financial dimensions aren’t designed to address the operational or business needs of legal entities. The interunit accounting functionality in Microsoft Dynamics AX is designed to address only the accounting entries that are created by each transaction.
Before you set up financial dimensions as legal entities, evaluate your business processes in the following areas to determine if this setup will work for your organization:
Inventory
Sales and purchases between financial dimensions and legal entities
Sales tax calculation and reporting
Operational reporting
Some examples of the limitations include the following:
You can use sales tax functionality only with legal entities, not with financial dimensions.
Some reports don't include financial dimensions, so you can't always report by financial dimension unless those reports are modified.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
|---|---|
Financial dimension values |
Open the Financial dimension values form, where you can create or update custom list dimension values and set properties for all financial dimension values. |
Set up hierarchies |
Open the Derived financial hierarchies form, where you can set up and maintain filters for derived financial hierarchies. Note This control is available only if the Public Sector configuration key is selected. |
Translations |
Open the Text translation form, where you can translate the financial dimension name to another language. |
Main account translation |
Open the Text translation form, where you can translate the main account name to another language. |
Fields
Field |
Description |
|---|---|
Dimension name |
The name of the financial dimension. |
Report column name |
The name of the financial dimension to be displayed as a column name on reports. |
Use values from |
Select a system-defined entity to base the financial dimension on. Financial dimension values are created from this selection. For example, to create dimension values for projects, select Projects. A dimension value will be created for each project name. To create a user-defined financial dimension, select < Custom dimension >. |
Dimension value mask |
Enter a format mask to use for creating financial dimension values. A format mask limits the amount and type of information that you can enter for dimension values. This field is available only when you select < Custom dimension > in the Use values from field. |
Require the dimension to be balanced |
Select this check box to require that debits equal credits for each value of this dimension in any transaction. Note This control is available only if the Public Sector configuration key is selected. |
Require values for the dimension to be balanced with |
If the Require the dimension to be balanced check box is selected, you can select another dimension to require balanced entries for each combination of both dimensions. Note This control is available only if the Public Sector configuration key is selected. |
See also
Configure account structures (form)
Financial dimension values (form)
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