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Microsoft Dynamics AX (Archived)

usages for Trial balance

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Posted on by 2,050

how can i import Trial balance to grid by button is there any steps for that?

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Mohammed,

    The Trial Balance is a kind of online report that shows you the results of transactions that have been posted.

    What is it that  you plan to import?

    Best regards,

    Ludwig

  • mohammed.mqi Profile Picture
    2,050 on at

    We plan to pull balances for 4 account throng financial dimensions set , I need make a slimier Trial balance from but I need to put main account as column with only 4  Account (Inventory Acc, sales acc, Cost of sold Acc,Vendors Acc) with financial

    dimension.

    The main concept of this to retrieve inventory of vendors items , sales , cost of sold and Vendor balance .

    We use financial dimension for vendors and items.

    I hope it's clear.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Mohammed,

    I am still not clear with your requirement.

    If you have setup your vendors, items, ... with financial dimensions and posted some transactions, you should be able to analyze your main account in combination with your financial dimensions through the Trial Balance form.

    There is no development required to do such an analysis.

    The only thing you have to do is setting up a financial dimension set and selecting it in the Trial Balance form.

    Best regards,

    Ludwig

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