dynamics ax 2012 core financials - general ledger - dimensions · general ledger > setup >...

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Dimensions General Ledger > Setup > Financial dimensions > Financial dimensions Financial dimensions are the building blocks of financial reporting. Dimensions allow a single transaction to be reported in multiple ways. Although an unlimited number of Dimensions are allowed, most companies use about three to ten Dimensions. Summary 1. Create a Custom Dimension 2. Add Financial dimension value 3. Disable Dimension for a specific Chart of accounts 4. Create a system Dimension Steps Dimension names sort alphabetically in forms When designing Dimensions, consider on what ranges of Main accounts the Dimension would be required Adding Dimensions can help with consolidated financial reporting Tips

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Page 1: Dynamics AX 2012 Core Financials - General Ledger - Dimensions · General Ledger > Setup > Financial dimensions > Financial dimensions Financial dimensions are the building blocks

DimensionsGeneral Ledger > Setup > Financial dimensions > Financial dimensions

Financial dimensions are the building blocks of financial reporting. Dimensions allow a single transaction to be reported in multiple ways. Although an unlimited number of Dimensions are allowed, most companies use about three to ten Dimensions.

Summary

1. Create a Custom Dimension2. Add Financial dimension value3. Disable Dimension for a specific Chart of accounts4. Create a system Dimension

Steps

• Dimension names sort alphabetically in forms• When designing Dimensions, consider on what ranges of Main

accounts the Dimension would be required• Adding Dimensions can help with consolidated financial reporting

Tips

Page 2: Dynamics AX 2012 Core Financials - General Ledger - Dimensions · General Ledger > Setup > Financial dimensions > Financial dimensions Financial dimensions are the building blocks

Create a Custom dimension

• Choose <Custom dimension> from the Use values from drop-down list.

• Enter a Dimension name without spaces.

• Enter a shortened description in Report column name.

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Dimensions

Page 3: Dynamics AX 2012 Core Financials - General Ledger - Dimensions · General Ledger > Setup > Financial dimensions > Financial dimensions Financial dimensions are the building blocks

Add Financial dimension values

• Enter the Dimension code in Dimension value.

• Enter a Description.

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Dimensions

Page 4: Dynamics AX 2012 Core Financials - General Ledger - Dimensions · General Ledger > Setup > Financial dimensions > Financial dimensions Financial dimensions are the building blocks

Financial dimension values

Use values from

Interactive 1.2 Dimensions

1 2

Dimensions

Page 5: Dynamics AX 2012 Core Financials - General Ledger - Dimensions · General Ledger > Setup > Financial dimensions > Financial dimensions Financial dimensions are the building blocks

Movie 1.2 Financial Dimensions

Dimensions

Page 6: Dynamics AX 2012 Core Financials - General Ledger - Dimensions · General Ledger > Setup > Financial dimensions > Financial dimensions Financial dimensions are the building blocks

Disable Dimension for a specific Chart of accounts

• Select Chart of accounts as the level of dimension value to display.

• Click + and choose a Chart of accounts.

• Mark the Suspended checkbox.

• Choose Companies instead of Chart of accounts to disable a dimension for specific company.

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Dimensions

Page 7: Dynamics AX 2012 Core Financials - General Ledger - Dimensions · General Ledger > Setup > Financial dimensions > Financial dimensions Financial dimensions are the building blocks

Create a system Dimension

• In Use values from, make any selection other than <Custom dimension>.

• In the example shown, when a new Project is created, AX will automatically create a corresponding Dimension.

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Dimensions