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Microsoft Dynamics AX (Archived)

Migrate Transaction to New Financial Dimension Structure

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Posted on by Bintang 555

Dear Experts,

I'm developer of Microsoft Dynamic AX 2012 R3 

After 1 year usage of AX, our client decide to change Account Structure Financial Dimension and want to migrate all transaction on this year to use new account structure financial dimension.

What I think is :

1. Reverse all transactions from the beginning of this year until May

2. Recreate all transactions from the beginning of this year until May with new financial dimension

But how to do that?

Please your advice

Thank in advance

Best Regards,

Bintang

*This post is locked for comments

  • Bintang Profile Picture
    Bintang 555 on at
    RE: Migrate Transaction to New Financial Dimension Structure

    Hi Ludwig,

    At least we do at general ledger, but if possible we will adjust on every module (AP, AR, FA)

    We expect that each transaction will adjust with new financial dimension

    Regards,

    Bintang

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Migrate Transaction to New Financial Dimension Structure

    Hello Bintang,

    You just need the new account structure / postings in the general ledger is that right?

    Are your accountants ok if they get the new postings updated on a summarized ledgeraccount-findim Level or do they expect that each and every transaction is adjusted?

    Best regards,

    Ludwig

  • Bintang Profile Picture
    Bintang 555 on at
    RE: Migrate Transaction to New Financial Dimension Structure

    Hi Ludwig Reinhard,

    Yes, We changed the account structure and current transaction use new account structure

    Our client said for audit purpose

    That's what I want to know, we want to assign the new financial dimension values to posted transaction on some month period

    Any advice how to do that?

    Regards,

    Bintang

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Migrate Transaction to New Financial Dimension Structure

    Hi,

    Wouldn't it be sufficient to change the account structure, activate it and then start using it for future transactions?

    Why do you need to adjust transactions that have already been posted?

    If you really need to adjust historical transactions who is able to do that and can - for example - assign the new financial dimension values to those old transactions? Is this feasible?

    Best regards,

    Ludwig

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