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Change default dimension on for example vendor master data

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In AX 2012 it is easy to create multiple financial dimensions. How can I add these financial dimensions as default values to for example vendors and vendor invoices or how can I default for example the vendor as a dimension in a vendor invoice and later on the general entry.

Example:

I want to add the vendor number as a dimension to the vendor master data. The default dimensions are CostCenter, Department and Purpose. This vendor dimension should be available during the creation of a vendor invoice. After the posting, the value must be available on the ledger transaction.

In AX 2009 we had to change the area on the dimension, where it came available on all dimension form settings. In read the whitepaper, but I didn't succeed.

Help is welcome ...

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640579632b5c4e6780a... 4,730 on at

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O1651.Capture.JPG"DimensionAttributeSetItem"
create new a new record for the dimension you need to added as default dimension.

it similar to AX2009 there you used to add a relation to the array. AX2012 you add a record.

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640579632b5c4e6780a... 4,730 on at

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Community Member on at

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Thanks Huzalda,

Can you also clarify how to find the DimensionAttributeSet Id. Where is it linked to?

Regards, Jurgen

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640579632b5c4e6780a... 4,730 on at

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640579632b5c4e6780a... 4,730 on at

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you can find the ID from DimensionAttributeSet table. Hope the above ERD helps

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Ahmad Zbeeb 150 on at

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That was very helpful,

I also need add a dimension to the InventLocation, I only need the department dimension to be displayed on the form though, can someone help on how to filter on this,

Is there a way to relate a table to a record in DimensionAttributeSet (like they have in InventSite)

Any help is welcome

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Jank 34 on at

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Default dimension fields will become available automatically on master data forms when account structures are configured correctly.

You will have to add Vendor Number as a segment in your accounts structure, and activate the change. After activation, the new default dimension field will be available in master data entities.

Refer to Financials I course materials for instructions on how to set up your Chart of Accounts in AX2012.

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In the Dynamics AX 2012 the “Financial Dimensions” tab is implemented using DimensionDefaultingController class which is extending DimensionDefaultingControllerBase class. The same logic applies everywhere throughout the system whether it is master data, settings or transaction itself.

The standard code will place dimension on the tab if following conditions are met:

Financial dimension is present in at least one “Dimension Set” (General ledger > Setup > Financial dimensions > Financial dimension sets).

Financial dimension is included into the Account Structure either directly as a segment (General ledger > Setup > Chart of accounts > Configure account structures) or through the advanced rules (General ledger > Setup > Chart of accounts > Configure account structures. On the Action Pane, click Advanced rule).

Make sure that you are modifying the accounts structures in the ledger assigned to your company (General ledger > Setup > Ledger).

If all conditions above are met your custom dimension will appear on every form in the “Financial Dimensions” tab.

If you want to place your custom dimension on some forms based on some advanced logic related to the type of the object (Vendor vs. Customer) or type of transaction (AR vs. AP) you will need to write some code to customize behavior of the classes DimensionDefaultingController or DimensionDefaultingControllerBase.

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In the Dynamics AX 2012 the “Financial Dimensions” tab is implemented using DimensionDefaultingController class which is extending DimensionDefaultingControllerBase class. The same logic applies everywhere throughout the system whether it is master data, settings or transaction itself.

The standard code will place dimension on the tab if following conditions are met:

Financial dimension is present in at least one “Dimension Set” (General ledger > Setup > Financial dimensions > Financial dimension sets).

Financial dimension is included into the Account Structure either directly as a segment (General ledger > Setup > Chart of accounts > Configure account structures) or through the advanced rules (General ledger > Setup > Chart of accounts > Configure account structures. On the Action Pane, click Advanced rule).

Make sure that you are modifying the accounts structures in the ledger assigned to your company (General ledger > Setup > Ledger).

If all conditions above are met your custom dimension will appear on every form in the “Financial Dimensions” tab.

If you want to place your custom dimension on some forms based on some advanced logic related to the type of the object (Vendor vs. Customer) or type of transaction (AR vs. AP) you will need to write some code to customize behavior of the classes DimensionDefaultingController or DimensionDefaultingControllerBase.

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Hi contributors.

Thank you all for your contribution and support on this issue. For me it is now clear how to use this with standard and customized dimensions. I think this issue is now for generic use to other AX 2012 interested people.

Thanks again.

Jurgen

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