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How to combine main account id with financial dimensions, x++

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Posted on by Johnny

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Hello,

we are creating General journals by code based on custInvoiceTrans table.

We have a new specific parameter for MainAccountId.

We want 'LedgerJournalTrans.LedgerDimension' field to be filled with "MainAccountId + Financial dimensions" from custInvoiceTrans.

What classes to use to achieve it?

Could anyone share some examples?

Thanks.

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Ludwig Reinhard Microsoft Employee on at

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Hello Johnny,

Can you try making use of fixed financial dimensions that you can setup in the main account table?

This fixed financial dimension setup will overwrite and fill the findims automatically at the time you post.

Maybe that might be an option to avoid any code adjustment.

Best regards,

Ludwig

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Johnny 6,478 on at

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Hi Ludwig,

Could you please give more details? I can't see any "Fixed Financial Dimensions" on Main Account form. Maybe I'm looking in a wrong place..

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SouravDam 11,730 on at

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Hi Johnny Almeida,

This is what Ludwig has explained.

You need to set fixed financial dimension in Main accounts form in below path.

General ledger > Chart of accounts > Accounts > Main accounts.

Select the account and then click on "Default dimensions" in the 'Legal entity overrides' section. You will get one more window where you can specify the dimension value and set this as Fixed value selecting from the drop down.

Then click OK to complete this setup.

Regards,
Sourav

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André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

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Hi Johnny,

The fixed financial dimension setup will not know the specific dimensions used per custInvoiceTrans record. There are various blog available on the internet where you can learn how to combine the main accounts and dimenions into a ledger dimension, e.g.:

Manage Financial Dimensions in MSDyn365FO with X++ - Juan Antonio Tomás (jatomas.com)

D365/AX7:Create Ledger Dimension From Main Account & Financial Dimension Values - All About Microsoft Dynamics (allaboutdynamic.com)

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Johnny 6,478 on at

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Hello Andre,

I'm trying to use steps from this link:

jatomas.com/.../

Not quite sure which ones to use though.

I have a defaultDimension from custInvoiceTrans (Fin. Dimensions from Sales Order).

And I have a MainAccount ID from the Parameters (Let's say myParameters.MainAccountId).

So, the goal is to have..

LedgerJournalTrans.LedgerDimension = MainAccountId plus / combined with custInvoiceTrans.DefaultDImension.

The methods described in the link you provided are to modify the existing DefaultDimension, not the ledgerDimension right? Or am I missing something?

Thanks.

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André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

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Hi Johnny,

These blogs are just one of the many blogs which are explaining how to use x++ code to manage the dimensions. I haven't checked the contents for all possible scenarios. You can use a search engine to find relevant blogs.

In the standard application, your requirement is also quite often used. E.g. post the revenue of a sales invoice on an account setup on the inventory posting form and add the dimensions from the sales line. Possibly, you can also do some reverse engineering to get examples.

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