Main accounts (list page)
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 > Common > Main accounts.
Use this list page to create or update a main account and its properties. You can also use this list page to open forms that provide additional information about the selected main account.
For general information about list pages, see List pages.
Navigating the form
The following table provides descriptions of controls that differ from the controls in the Main accounts - chart of accounts: %1 form. For information about the other controls on this page, see Main accounts - chart of accounts (form).
Buttons (Action Pane)
Button |
Description |
---|---|
Posted |
Open the Account number %1 form, where you can view the transactions that are posted to the selected main account. |
By currency |
Open the Ledger balance form, where you can view the balances by currency for the selected main account. You can also view the percentage of the total balance for each posted currency amount. This balance might differ from the balance that is displayed in the Balance FactBox, because these amounts are calculated. The FactBox balance depends on the financial dimension set for the main account and the balance calculation that is set up for the financial dimension set. |
Period |
Open the Period balances form, where you can view the balances of the selected main account, by period. This balance might differ from the balance that is displayed in the Current fiscal year period balances FactBox, because these amounts are calculated. The FactBox balance depends on the financial dimension set for the main account and the balance calculation that is set up for the financial dimension set. |
Parameters |
Open the Select balance parameters form, where you can select the posting layer and the fiscal year or date range to filter the information that is displayed in the Balance FactBox. |
Account |
Open the Balances form, where you can select report parameters and print the Balances report. |
Financials |
Open the Financial statement %1 form, where you can print a financial statement that you defined in the Financial statement form. |
Cash flow forecasts |
Open the Cash flow forecasts form, where you can view the cash flow forecast lines that are generated by using the Calculate cash flow forecasts form for the main account that is selected. |
Cost category |
Open the Cost category reference form, where you can create, maintain, and view cost category references. |
Statistics |
Open the Statistics form, where you can view a graph of the balance of the selected main account. |
Total accounts |
Open the Included in totals form, where you can view the main accounts that have a main account type of Total, and that include the selected main account. |
Analyze data |
Open the Power View report designer, where you can create a report. For more information, see Create a report by using Power View to connect to a cube. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).