As you can see, the fully qualified account structure consists of the main account followed by the division > > expense function. To explain the extension of the account structure, the “Add a Segment” button is displayed, in which you can select the available dimensions to improve and granulate the main accounts. In both cases, information such as payment terms, delivery conditions and the delivery address of the agreement are copied into the order. The prices and discounts of the sales contract are used for these positions for products and categories. However, before AX 2012 R2 CU7, the financial dimensions are recovered in a line of inches from the product released from the line. Go to the main register > Account Plan > Dimensions > Dimensions are filtered first based on the list of all active account structures assigned to the current company account or company listed on the page. Then there will be an association of all dimensions in these account structures and all the active advanced rules that are associated with these structures. The structure of the account is the combination of the main accounts and the defined financial dimensions. This means what financial dimensions are used with accounts in general for bookings.
Consider the following image. When the user switches to the line view to enter lines, the default dimensions are copied from the command head, as shown in the figure below. The serviceMergeLedgerDimensions () API is similar to the ServiceLedgerDimensionFromLedgerDims () service API but is optimized to combine only two dimensions ledger. If you use an entity to import data, the derivative size rules are applied during importation, unless the entity explicitly crushes them. If you add a “segment” to the “Use derivative values” page to add a segment as a derivative dimension, adding an option at the bottom of the add a segment page is an option that allows you to prevent changes to that dimension if it is derived from a page. The default setting is disabled, so the derived dimension values are not changed. Change the configuration to Yes if you want to avoid changing the dimension after it has been derived. If z.B. the value of the “division” dimension is deducted from the value of the “cost center” dimension, the “division” value cannot be changed if the setting prevents changes is yes.
Use the Financial Dimensions page to create financial dimensions that you can use as account segments for account plans. There are two types of financial dimensions: custom dimensions and entity-based dimensions. Custom dimensions are shared by legal entities and values are captured and managed by users. For dimensions based on the entity-assisted feature, values are set at another location in the system, for example. B in client entities or blinds. Some dimensions based on the physical entity are shared by legal entities, while others have company-specific dimensions. The Derivative Odds page contains a grid. The size segment chosen is the first column of this grid. These financial dimensions in Dynamics 365 services, when consumed in bookings, are used for reporting purposes. Like what. B, if we assign financial dimensions such as division and business unit to the sales order account, we receive, when billing the sales order, information about the turnover achieved for this business unit and in that division for the specified period.
You can change the behavior of derivative values to crush existing values by activating the checkbox Replace Existing Dimension Values with Derivative Values on the Derivative Values page.