Dimension defaulting – Part 7 (Advanced topics)

Introduction Concluding this series of blog posts, this section covers additional defaulting patterns and APIs that can be used in advanced scenarios. This blog post series includes: Financial dimensions discovery Control uptake and storage Copy patterns Merging patterns Ledger dimension creation Common pattern APIs Advanced topics (this post) DimensionDefaultingEngine In the previous blog post, the DimensionDefaultingService…

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Dimension defaulting – Part 6 (Common pattern APIs)

Introduction Continuing this series of blog posts, this post describes APIs used for most common defaulting patterns. This blog post series includes: Financial dimensions discovery Control uptake and storage Copy patterns Merging patterns Ledger dimension creation Common pattern APIs (this post) Advanced topics DimensionDefaultingService APIs The dimension defaulting service provides the APIs needed for defaulting scenarios….

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Dimension defaulting – Part 5 (Ledger dimension creation)

Introduction Continuing this series of blog posts, this post covers how default dimensions can be merged to create new ledger dimensions. This blog post series includes: Financial dimensions discovery Control uptake and storage Copy patterns Merging patterns Ledger dimension creation (this post) Common pattern APIs Advanced topics Ledger dimension creation Default dimensions exist as a way…

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Dimension defaulting – Part 4 (Merging patterns)

Introduction Continuing this series of blog posts, this post covers how default dimensions are merged between entities. This blog post series includes: Financial dimensions discovery Control uptake and storage Copy patterns Merging patterns (this post) Ledger dimension creation Common pattern APIs Advanced topics Default dimension merging Figure 1 below shows the user manually cleared the Department…

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Dimension defaulting – Part 3 (Copy patterns)

Introduction Continuing this series of blog posts, this section covershow default dimensions are copied between entities. This blog post series includes: Financial dimensions discovery Control uptake and storage Copy patterns (this post) Merging patterns Ledger dimension creation Common pattern APIs Advanced topics Copy versus merge As initially described in the Dimension defaulting in accounting distributions series…

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Dimension defaulting – Part 2 (Control uptake and storage)

Introduction Continuing this series of blog posts, this post covers how default dimensions can be added to a form to display and allow entry by the user. This blog post series includes: Financial dimensions discovery Control uptake and storage (this post) Copy patterns Merging patterns Ledger dimension creation Common pattern APIs Advanced topics Form uptake and…

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Dimension defaulting – Part 1 (Financial dimensions discovery)

Introduction This series of blog posts describes default dimensions, starting from where the dimensions originate, the APIs used to merge them, and how they are used to create a ledger dimension. Examples showing the user interface as well as SQL table queries with output are included along with some explanation of APIs and usage examples….

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Rebuilding the dimension set balance through code

The dimension set balance (DSB) rebuild will recreate all balances for each dimension set that is initialized. It can be performed for a single company or for all companies at once. The DSB rebuild needs to be run if the detailed GL data is deleted or modified by any customization or other means outside of…


Financial consolidations and currency translation for Dynamics AX 2012 whitepaper now available

The Corporate Performance Management team and Microsoft Dynamics Information Experience team are happy to announce the availability of the Financial Consolidations and Currency Translation whitepaper. The paper is designed to show finance and accounting users and application consultants the approach that Management Reporter and Dynamics AX 2012 take when needing to perform multi-company and multi-currency consolidations….

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Dimension defaulting in accounting distributions, Part 5 – Defaulting for related documents

Until now we looked at defaulting within the context of a single document – a purchase order. Documents can be created based on other documents. For example a purchase order can be created based on a purchase requisition or a product receipt based on a purchase order. In these scenarios dimension values from the predecessor…

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