Hi All,
Can you please explain me what is the use of balancing financial dimension functionality and in which scenario we use this functionality.
HI Ayushi,
this article should help.
https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/enable-interunit-accounting
Regards,
Ritesh
Please go through the old thread:
community.dynamics.com/.../393198
Hi Ayushi,
Balancing Financial dimension is a optional field that you can use on Legder setup that can be used for interunit accounting. You can just choose one of you financial dimensions for this purpose.
Ref to D365FO standard description:
Select the financial dimension that must be balanced in all accounting entries. You must select a financial dimension that is included in all account structures that are assigned to the ledger. When you select a balancing financial dimension, all new accounting entries must be balanced for each value for this financial dimension. Automatic transactions are created to balance the entries, based on the main accounts that are identified in the Accounts for automatic transactions page. If you select a value in this field, only accounting entries are balanced. Your organization's operational processes are not considered.
Please check the following post on Microsoft docs for more info:
docs.microsoft.com/.../enable-interunit-accounting
A practical use case for the balancing financial dimension feature is if you want to separate your balance sheet accounts by business units or segments.
Best regards,
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
CA Neeraj Kumar 1,882
André Arnaud de Cal... 794 Super User 2025 Season 2
Sohaib Cheema 525 User Group Leader
