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Finance | Project Operations, Human Resources, ...
Answered

Default Accounts Setup

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Posted on by 161

Hi My Name Vinay,

For Example If i say 3 financial dimensions are there 1.Department 2 .Cost Center 3.Region.

When i select Region by default the department and cost center should come automatically . What is the process and how to setup in the system.

Regards

Vinay Prudhvi

  • vinay prudvi Profile Picture
    161 on at
    RE: Default Accounts Setup

    Thanks you Mr.Ludwig

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Default Accounts Setup

    Hi vinay Prudhvi,

    If you really want to go for a code adjustment then I would recommend that you take the most senior developer you can get.

    Ideally one that has also D365FO experience and who knows the D365FO feature.

    That is because the findim framework is complex and if you make a small mistake you can literally break / mess up your whole system.

    So, please do some extensive testing before you apply this in your live environment.

    Best regards,

    Ludwig

  • Suggested answer
    Junaid Idrees Profile Picture
    on at
    RE: Default Accounts Setup

    Hi Vinay,

    Do you need any further information or help in this regard. Can you please mark the answer as verified to help others.

  • vinay prudvi Profile Picture
    161 on at
    RE: Default Accounts Setup

    Thank you Very much Junaid.

  • Suggested answer
    Junaid Idrees Profile Picture
    on at
    RE: Default Accounts Setup

    Hi Vinay,

    Yes it's required customization. You have to engage your developer with you to do that change. If it is showstopper to your business then go for the customization otherwise i will not suggest to do the code change particularly for drived dimension because it is bit critical.

    I sent you the link to get an idea about derived dimensions in D365 or if you can have any demo machine for D365 FinOps then just check the derived dimensions functionality how exactly it is working.

  • vinay prudvi Profile Picture
    161 on at
    RE: Default Accounts Setup

    Hi Ludwig/ Junaid

    what you said above, Code adjustment means  Customization required or  its standard functionality.

    How to do the Code adjustment for Derived dimension functionality in AX 2012 .

    Regards

    Vinay Prudhvi

  • Suggested answer
    Junaid Idrees Profile Picture
    on at
    RE: Default Accounts Setup

    Hi Vinay prudvi,

    We dont have OOB functionality in ax 2012 automatcially to populate department and cost center based on Region selection. You can use advance rule structure in ax 2012 to cover some portion of it but that will not fullfil your purpose 100%.

    Just to get an understanding about "Derived dimensions" functionality, just refer to the below page >> Derived Dimension section

    docs.microsoft.com/.../financial-dimensions

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Default Accounts Setup

    Hi Vinay,

    What Amith shared is available in D365FO only.

    In AX2012 you don't have the possibility to setup derived financial dimensions the same way as in D365FO.

    If you need exactly the derived findim feature that Amith shared in AX2012 then you have to consider making a system modification, i.e. code adjustment.

    Best regards,

    Ludwig

  • Verified answer
    A.Prasanna Profile Picture
    8,186 on at
    RE: Default Accounts Setup

    Its called Derived Dimension and you can find it here

    www.loganconsulting.com/.../

    Hope this helps.

    Amith Prasanna

    (Please mark this reply as verified if this solved your issue.)

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