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Microsoft Dynamics AX (Archived)

Default Financial Dimensions set in Purchase requisition line items Accounting distribution

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Posted on by Anks27 1,083

Hello,

I'm using AX2012 R3 version and I have question for Accounting distribution ledger account for Purchase requisition line items.

I have set departments with workers and requirement is base on the positions hierarchy if Purchasing Department(660) person create the Purchase requisition for catalog and non catalog items both then in purchase requisition line item automatic accounting distribution will be set.

e.g:-ledger account-Department dimension means 52210-660 this should be auto attach.

1) for catalog item i have set Item group posting from Inventory Management->Setup->Posting->Purchase order tab->Purchase expenditure for Product->Item Group->Main account(52210)

2)Non catalog item i have set item group posting from Inventory Management->Setup->Posting->Purchase order tab->Purchase expenditure for expense->Item Group->Main account(52210)

2) 660 is Purchasing Department code which should be merge with this main account(52210-660) and set as default at the time of creation Purchase requisition line item.

In Configure account structure Main Account-Department both are active for P& L.

Anyone suggest me how can i achieve this and what is the recommended process for this??

*This post is locked for comments

  • Anks27 Profile Picture
    Anks27 1,083 on at
    RE: Default Financial Dimensions set in Purchase requisition line items Accounting distribution

    We have to define default Department dimension on Employee(Human Resource-->Common-->Employee) list under "Employment Section".

    Once set department in this area it will auto update in Purchase requisition line items. I was not able to see this info but as per your suggestion i clinked on Line Details and now i can see it.

    Thanks Andre.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: Default Financial Dimensions set in Purchase requisition line items Accounting distribution

    Hi Ankit,

    Did you find it?

  • Anks27 Profile Picture
    Anks27 1,083 on at
    RE: Default Financial Dimensions set in Purchase requisition line items Accounting distribution

    Ok let me check, Thanks for the Info.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: Default Financial Dimensions set in Purchase requisition line items Accounting distribution

    Hi Ankit,

    You can view all line details including the dimensions if you click the Details button on the grid action pane.

  • Anks27 Profile Picture
    Anks27 1,083 on at
    RE: Default Financial Dimensions set in Purchase requisition line items Accounting distribution

    Thanks for your quick response, On Purchase Requisition form I'm not able to see Financial Dimension Tab on header and and line level.

    Same thing i can see for Purchase order,product and vendors but on Purchase requisition form it's missing.

    Is this standard behavior of AX or we missed some parameters???

    let me know ASAP.

    Dimension-Tab.JPG

    Expecting Below Tab on header and Line Detail

    Dimension-Tab.JPG

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: Default Financial Dimensions set in Purchase requisition line items Accounting distribution

    Hi Ankit,

    The accounting distributions will be set based on the dimensions set on PR lines. Standard AX is defaulting the dimensions from the vendor and products. To have the Department filled from the worker, you would need a customization to overwrite the dimension value on the PR line based on the worker. Also check if the correct dimension then will be used when creating the purchase order.

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