How to create a custom table/data source for use in Ledger Financial dimensions in Dynamics 365 for Finance and Operations
One of our Dynamics 365 experts shares his experience and ideas on how to create a new custom data entity/form and then enable it for use as a Ledger Financial dimension. The financial dimensions framework of the standard Dynamics 365 For Finance and Operations app is pretty robust and allows you to configure as many financial dimensions as you require, using values from various out of the box entities such as Customers, vendors, employees, products, Prospects and more. However, there are often situations where you customize Dynamics 365 for Finance and Operations to add new custom data entities/tables to address specific needs of your business. In those cases, you may want to use these custom entities as one of the financial dimension, to be able to do appropriate financial reporting.
This post gives you the detailed insights about how to go about this.
Below is the list of AOT objects that are required to create a new custom financial dimension in D365 For Operations.
Table – KRDimTable
This is the table that I have created to be considered as master data that need to be used as one of the financial dimensions. This is as good as standard master tables like “CustGroup”. Minimum 2 fields are required.
Below is the screenshot of the Visual Studio representation of the table for your reference.
Form – KRDimTable
This is the form that I have created to open the “Custom dimension” form from the client and to key in the data to be used as dimension values. This is as good as other standard forms like “CustGroup”.
Below are the screenshots representing doth Visual Studio and Client representations for your reference.
Display Menu Item
General Ledger Menu Extension
View – DimAttributeKRDimTable
This view is most important object that enabled the “Custom dimension” as one of the financial dimensions.
- Data Source to be named as “BackingEntity”
- Singular label property to be set as appropriate.
- Three fields that are required are as below
- Indexes that are required are as below
- Subscription methods that is required is as below
Refer to the below screenshots for more details
Form – Financial Dimension
After completing the above development, below is the output that one should see the below shown screenshots as the result.
Open the Financial dimensions form.
Create new financial dimension and select the newly added dimension from “Use values from” lookup.
Save the record and activate the financial dimension.
Open the Configure account structures form.
Edit the required account structure and set CustomDimension as one of the dimension and activate it.
To validate the output, navigate to the customer master Financial dimensions tab page to see the newly added financial dimension.
To validate the output, navigate to any of the standard journal lines form to see the newly added financial dimension as a part of both default dimension and ledger dimension.
To validate the output, post any standard journal by setting the newly created financial dimension values and navigate to the voucher form to see the newly added financial dimension.
The concludes this post. Hope this post was helpful for you all.
If you need assistance with this or with anything related to Dynamics 365 or Dynamics AX Services and support, feel free to contact [email protected].
In today’s cloud first mobile first era, it is probably difficult to imagine having software applications installed on premise anymore. Simplified computing, automated administration and reducing cost of procuring and maintaining software applications seems to be the common motives for customers.
In past couple of years, Microsoft has been moving almost all of it’s software platforms such as Office 365, Developer tools and now the windows platform itself to the Azure cloud. Dynamics AX ERP was no exception to this.
Starting the 23rd of February 2016, Microsoft Dynamics AX is now a fully cloud based SaaS, true enterprise level ERP application. It is now available on a subscription basis and is fully managed in the cloud. This is now called “New Dynamics AX”, but some people still call it as AX 7.
Learn more here on what our experts think are the key things in the New Dynamics AX.
If you are a customer using Microsoft Dynamics AX 2012 R3, you might this information helpful. The Cumulative Update 11 for AX 2012 R3 is now available it brings in some significant enhancements in the areas of Financials, Retail Management and Warehouse and Transportation management.
You can find the details of these enhancements here.
Some of our favorites enhancements are,
- Central Place to manage ledger calendar: You can now view and update ledger calendar of all the legal entities that share the same Fiscal calendar in one view. So you no longer need to switch companies multiple times.
- Global General Journals: You can now use Global General Journals form to enter journals for multiple legal entities by staying under one company and you no longer need to switch companies to do this. You will see a legal entity data field that you can use during data entry.