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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Main Account Name disp...
Microsoft Dynamics AX (Archived)

Main Account Name display as default

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Posted on by Frank Hamelly | MVP... 46,633 Moderator

AX 2012 R3 - Is there a setting to display only the main account name when viewing the Trial Balance with all financial dimensions?  The default behavior is to display all the dimension names, concatenated.  The client would like to see only the main account name in this view.  Would this require a customization?

Thanks in advance.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Frank,

    You can display all financial dimensions by setting up a financial dimension set that includes all your financial dimensions and by selecting this dimension set in the trial balance list page in the drop down field just above the main accounts.

    The ledger account number can be hidden. Yet, if you want to hide the number in general for all users you probably need to do a small modification of the form.

    Hope it helps,

    Ludwig

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 306,263 Super User 2026 Season 1 on at

    Hi Frank,

    Are you referring to the Trial balance list page, the report or both?

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,633 Moderator on at

    Thanks for your quick response Ludwig.  I didn't explain clearly enough - I want to display ONLY the main account name when I select the 'ALL dimensions set', instead of the concatenated name display.

    I want to display this

    11_2D00_16_2D00_2015-10_2D00_44_2D00_25-AM.jpg

    Instead of this

    11_2D00_16_2D00_2015-10_2D00_44_2D00_25-AM.jpg

    Even when I have all dimensions selected to display.

    Thanks

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,633 Moderator on at

    Just the list page Andre.

    Thanks

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 306,263 Super User 2026 Season 1 on at

    Hi Frank,

    You have to customize the list page. Note that this page is being build with the same data provider used for the reports. So probably adding a new field for the account name in the temporary table is recommended here.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,633 Moderator on at

    Thanks Andre.  That confirms my assumption.

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