Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics AX (Archived)

Main Account Name display as default

Posted on by 4,029 Super User 2024 Season 2

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.

*This post is locked for comments

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Main Account Name display as default

    Thanks Andre.  That confirms my assumption.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    RE: Main Account Name display as default

    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... 4,029 Super User 2024 Season 2 on at
    RE: Main Account Name display as default

    Just the list page Andre.

    Thanks

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Main Account Name display as default

    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

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    RE: Main Account Name display as default

    Hi Frank,

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

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Main Account Name display as default

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans