How do I create a financial dimension value in AX 2012?

To create a user-defined financial dimension, in the Use values from field, select < Custom dimension >.

1. Click General ledger > Setup > Financial dimensions > Financial dimensions.
2. Click New.
3. In the Use values from field, select a system-defined entity to base the financial dimension on.

What are the three types of menu items used in Microsoft Dynamics 365 for finance and operations?

Difference between menu item types; Display, Output and Action in Dynamics Ax

• Display Menu item. This folder is used to contain menu items that reference runnable objects which are primarily for presenting data to the user such as forms and dialog’s.
• Output Menu item.
• Action Menu item.

Is Microsoft Dynamics a finance system?

Microsoft Dynamics 365 Finance is a Microsoft enterprise resource planning (ERP) system for medium to large organisations.

What are financial dimensions in AX 2012?

In AX 2012, the main account categories and financial dimensions that you create are shared and can be used by any of the legal entities that are set up in Microsoft Dynamics AX. Therefore, you must select the main account categories and financial dimension sets that can be shared between the legal entities.

How do I activate financial dimensions in d365fo?

To activate the financial dimension, go to General ledger | Chart of accounts | Dimensions | Financial dimensions, then select Activate—the following screenshot illustrates the activation message: The activation process could be run manually or in a …

What is financial dimension set?

A dimension set is an ordered list of financial dimensions that can be used to summarize General ledger data in a user-defined way. A primary use of dimension sets is to define a trial balance.

What are menu items AX 2012?

Display Menu items These Dynamics AX 2012 menu items are used to reference runnable objects like forms and dialogs. The basic purpose of these type of menu items is that they are used to present data.

How do I create a display menu in AX 2012?

Right-click the new menu, and then click New > Menu Item. Right-click the menu item, and then click Properties….Create a Menu and a Menu Item

1. To create a display menu item, drag a form from the Forms node to the Display node.
2. To create an output menu item, drag a report from the Reports node to the Output node.

Does Microsoft have a finance software?

Dynamics 365 helps manage your financials Optimize your financial operations and maximize profitability with Dynamics 365 Finance—financial management software that helps mitigate risks and make better financial decisions.

What is Dynamics 365 finance and operations used for?

Microsoft Dynamics 365 for Finance and Operations is Microsoft’s ERP solution that unifies financials and business operations across finance, manufacturing, supply chain, warehouse, inventory and transportation management with an intelligent and intuitive user-interface for running a game-changer, modern enterprise at …

Why do we use financial dimensions in D365?

You can use financial dimensions to represent legal entities. You don’t have to create the legal entities in Dynamics 365 Finance. However, financial dimensions aren’t designed to address the operational or business requirements of legal entities.

What is ERP dimension?

The results suggest that ERP scope or size can be viewed as being formed of three dimensions, labeled ERP implementation breadth, depth, and magnitude. These three dimensions, which can be relatively easily and objectively assessed, are also found to differentially relate to different ERP project outcomes.

How do I upgrade from AX 2012 to finance + operations?

For each AX 2012 release, update to the most recent cumulative update that is available before you upgrade to the most recent Finance + Operations application release. Install the pre-upgrade checklist.

What versions of Dynamics AX are supported for upgrade?

Currently, upgrade is supported only from either Dynamics AX 2012 R2 or Dynamics AX 2012 R3. This topic explains the process for doing a data upgrade only. For information about how to do a code upgrade, see the upgrade guides that are available for cloud versions.

Can you use financial dimensions to represent legal entities in Dynamics AX?

Although you can use financial dimensions to represent legal entities without creating the legal entities in Microsoft Dynamics AX, financial dimensions aren’t designed to address the operational or business needs of legal entities.

Can I upgrade my transactional history in Dynamics AX 2012?

Therefore, you can upgrade your full transactional history. Dynamics AX 2012 implementations that are running some deprecated features cannot currently be upgraded. For example, upgrade is not possible from systems that are using either virtual companies or data partitions.