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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Cross Validation Rule
Finance | Project Operations, Human Resources, ...
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Cross Validation Rule

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Posted on by Krishna UM 20

Hi,

There is a business requirement as below is it possible to do in Microsoft Dynamics AX 2012

We need to create a rule by which we need to restrict the user to select a specific Department only against an main account, if user selects any other Department system must not allow user to complete the transaction till he changes to the Department to the one we have defined.

the requirement is for transactions in all modules.

Please share solutions if any.

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,030 Super User 2025 Season 2 on at

    Hi Krishna,

    Can you tell if this is user based or main account based or both? Is it only applicable for one account and one or some users?

  • Krishna UM Profile Picture
    Krishna UM 20 on at

    Hi Andre thanks for responding

    it will be based on main account and not user.

    I will explain the case a little bit more in detail.

    We have around 20 main account against which we want to fix the department Code constant, basically if a user tries to do any transaction like example he enters a journal entry select's the main account and then when he tries to enter department other than what we have defined system will through error telling him to use the specific Department we have mentioned.

    Eg. Imagine i have a main account - 200456 - Brand Marketing Expenses and i want to fix this expense account with Department SGME -  Sales General Marketing Expense, when user creates a journal he will enter the main account and click to select the Department, if he selects something other than SGME, system must give him alert asking him to use SGME only, when he changes the Department system must allow him to proceed further. the purpose of this is to get all marketing and Advertising Expenses under 1 department and the overhead and Other expenses of marketing Department in another cost center.

    Krishna

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,030 Super User 2025 Season 2 on at

    Hi Krishna,

    In this case, you can setup the account structures and/or advanced rules. Per main account (or grouped by dimension value) you can select which department will be valid.

    Another option is to use the legal entity override settings on the main account and set fixed default dimensions.

  • Krishna UM Profile Picture
    Krishna UM 20 on at

    Many thanks Andre

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