Microsoft Dynamics AX (Archived)

Updating financial dimensions on journal voucher entry screen

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Hello, is it possible to alter the dimensions when the user inserts a new record in journal voucher screen?

(General journal > lines > journal voucher screen...)

Actually ax automatically inserts some data to financial dims such as Country etc.

How can I add custom fields as defaults dims when the user inserts a new voucher?

Regards.

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi,

Your question is not very clear. I assume you need to have other or different dimensions on the Default dimensions form or within the segmented entry control.

This depends on setup. If you have setup a dimension, you need to have the dimension in an active account structure. The account structure is linked on the form Ledger (General Ledger, Setup). Then the default dimensions will include new fields related to your dimension setup. Depending on the ledger account(s) specified in the account structure also the segmented entry control knows which dimensions to use.

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Thanks for the reply,let me elaborate a little:

In this screen:

When i select an account, it automatically fills the account financial dimension in the financial dimensions > account screen.What I want to achieve is, I also would like to get the month part of the current enrty and add it to my custom dimension in the same screen.

Is it possible?

Regards

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi,

Out of the box there is no support for this. It would be possible to achieve it with a customization (not very easy).

But... What is the purpose of having the month in the financial dimensions? With reporting you can also extract it from the date. Or is there anything I'm not aware of now?

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Prashant Singh 8,802 on at

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Dear,

Kindly check financial dimension on journal name level. You can default dimension on journal name level that will come automatically for that journal name but make sure you have same dimension selection on account structure level also.

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The reason is, we would like to use a financial dimension set in the trial balance screen, based on months for example.

Regards

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Prashant Singh 8,802 on at

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I think that you can filter based on from date to date criteria.

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I know that, however I need pivoting based on that financial dim :)

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi,

Do you want to have months as rows? Or are you looking for an additional column? In case of a column, you can add a new column on the trial balance by customizing it. Eventually you can also use Management Reporter to fulfull your needs.

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Well, dimensions are visible as new rows,so for example:

If I use the department as a dimension,departments are added to rows when that dimension set is selected in the trial balance screen.

Based on that,we have added multiple dimensions, such as year,month etc.So when that dimension set is used we should be able to get a view as:

year month account openingbalance debit etc....

2012 april xxx ....

2012 may

2013 april

2013 may

Actually this also works.However the problem is,when user inserts new data from journal voucher entry screen,these dimensions are empty.And we would like to auto insert these dimensions from the financial date.

Regards

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi,

I understand what you are trying to achieve. I would have solved it in a different way. I would not have chosen for the dimension direction You could add an option to split the rows based on the period or translated transaction date. Then it was just the reporting side which would have been changed (or use MR, Excel).

Like mentioned earlier today: It is possible to achieve this by customization.

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