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Find or create a ledger dimension based on the dimension combination

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Posted on by Hariharans87

Hi,

I am trying to create a line in budget transfer line table. I need to update the LedgerDimension field, based on the known dimension combination. We know the dimension values (Division, Department, Cost center, and Sub cost center).

I found one post but it needs main account. In my case i don't have main account, we know the accounting structure value and dimension values only.

https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/67891/create-a-new-record-in-dimensionattributevaluecombination-by-ax2012-code/191381

Please let me know if you have any idea.

Thanks,

Hari

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Mea_ 60,284 on at

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If you don't have main account then maybe you need default dimension instead ? Here is an example how to create it community.dynamics.com/.../ax2012-create-default-dimension-with-a-set-of-dimension-values

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Ludwig Reinhard Microsoft Employee on at

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Hi Hari,

Why do you need to code that?

There is a standard budget transfer functionality available that can be used for that purpose.

Would be great if you could elaborate.

Many thanks,

Ludwig

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Hariharans87 3 on at

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Hi Ludwig,

We are creating transfer budget form for ESS users.

Thanks,

Hari

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Hariharans87 3 on at

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Hi Ludwig,

We are creating this form for the EP user. In the purchase requisition time, no budget then user do the the request in the transfer budget form (EP form) with to dimension and from dimension details.

Please let me know if you have any idea.

Thanks,

Hari

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Ludwig Reinhard Microsoft Employee on at

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Hi Hari,

Many thanks for the update.

I just wonder if this is the right process.

If a user gets a message that he cannot purchase something because of insufficient budget funds, doesn't he have to got to his boss and ask for the budget first?

If you just do a transfer from another existing budget, wouldn't this allow users basically to order everything without a previous prior approval from their boss?

I would expect that the boss is accepting / rejecting this and initiates the budget transfer if this is ok with him.

Not sure if this makes sense in your company environment but that is what I would expect.

Best regards,

Ludwig

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Hariharans87 3 on at

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The request workflow will go for approval

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ergun sahin 8,826 Moderator on at

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I do not know your purpose in development and the situation you are facing, but the ledger dimension to be copied has an account. You can use it.

Instead of creating a new ledger dimension, you can merge with the values you want to change.

There is also a white paper as below, I share the relevant part. You can review the document for details.

"The following methods are used to create budget ledger dimensions:

 saveLedgerDimensionBudget

Creates a ledger dimension of type budget by using the dimension attribute values from another

ledger dimension reference. Uses only dimension attributes that are enabled for budget to create

the budget ledger dimension.

 getLedgerDimensionBudget

Combines a default account reference for a main account and a default dimension reference into

one budget ledger dimension. Uses only dimension attributes that are enabled for a budget to

create the budget ledger dimension.

 mergeDefaultDimWithLedgerDim

Combines a ledger dimension with a default dimension into one budget ledger dimension. Uses

only dimension attributes that are enabled for the budget to create the budget ledger dimension."

download.microsoft.com/.../implementing_budgeting_for_microsoft_dynamics_ax_2012_applications_ax 2012.pdf

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ergun sahin 8,826 Moderator on at

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Sorry I didn't realize you were working on the budget module. But my answer has not changed outside the main account part, merge the old dimensions and the new ones

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Hariharans87 3 on at

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I could not find any example.

Could you please explain which parameter value i need to pass for the saveLedgerDimensionBudget method?

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Hariharans87 3 on at

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Great. You helped me in the right time. I found some example by using cross reference.

Once i get the default dimension value, i need to pass this default dimension value to the BudgetTransacationManager::SaveLedgerDimensionBudget method.

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