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Create a Custom Operating Unit Type

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Posted on by KellmoGo

Hello Experts,

I have a client who would like to set up Locations as a fin dim. I wanted to create this as an operating unit and then pull in as a financial dimension. In operating units, there is no "Location" type. Is there a way to create a custom operating unit?

thank you!

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Hana Xue Microsoft Employee on at

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Create a Custom Operating Unit Type

Hi,
In addition, you can check out the old thread about this issue. Hope it can give you some hints.
Solved: Created a New Custom Operating unit Type and want to use it as financial dimension (dynamics.com)
Best Regards,
Hana
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André Arnaud de Cal... 293,233 Super User 2025 Season 1 on at

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Create a Custom Operating Unit Type

Hi KellmoGo,

There is a document for this topic based on AX2012 called Implementing and Extending
the Organization Model in Microsoft Dynamics AX 2012. You can download it here: Download Microsoft Dynamics AX 2012 White Papers: Code Upgrade from Official Microsoft Download Center

The difference is that you need to implement this now via extension-based development. E.g. adding the enum value or the operating unit will be an enumeration extension.

Let us know if this document is guiding you to your solution. I haven't seen similar documentation for Dynamics 365 myself.