Accounting & Taxation Professional: Create Dimension in Ax 2012

Create Dimension in Ax 2012

What is Dimension: Dimension mainly use for classification of our expense. If we need classification our expense in different location wise, department wise, Emp.wise. We are create Dimension for that classification and when we enter the data use the dimension in which expense is doing. In ax 2009 is provide only three Dimension but in ax 2012 provide multiple dimension as per your requirement.

Use of Dimension:

1. Use Dimension in Budget and Expense Control

2. Control our expense

3. Tracing the expense

4. Interlink different module value to general ledger

Process of Create Dimension:

Open Ax-àGeneral Ledger--àSetup-àFinancial Dimension

Click on new Button after that new form open. First is form use value form. There are two options to create dimension.

first one is <Custom dimension> if we do not want create new dimension and do not pick value from any module and want to create new Unique Value select first option.

Click on Custom dimension button. Given Dimension name Brunch and report column name brunch after that click on Ctrl+S. After that click financial dimension Values. Click on new button.

Given value of Dimension Value and Descriptions. And other detail like level of dimension value to display , active from active to after that save it to Ctrl + S and close it

Click form button to Create new and delete dimension value

There is second option is pick value from different module, we are used their modules value like Emp. In above screen we are used department, fund source

You select any one from list. For Example we are selecting our Bank account after select this screen dimension name automatic display Bank Account. You had given Report Column name Bank.