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Thursday, January 30, 2014

Creating New Financial Dimension – Dynamics AX 2012


Financial Dimension – Dynamics AX 2012 


New Financial Dimension

1.       First create the new code. Go to General Ledger > Setup > Financial dimensions > Financial dimensions and create a new financial dimension.
2.        After that there you’ll notice that the ‘Use values from’ can be set to as above, but also there is a long list existing dimensions as well.



3.       If you use an existing field, then you won’t have to create any values for your new financial dimension – the system will use the values already present in the database.

4.       If you’re going to use ‘Custom values’ for your new financial dimension the next step is to define the valid values which may be entered. Go to General ledger > Setup > Financial dimensions > Financial dimensions > Financial dimension values:

5.       To set an entity to be dimensionable,
6.       Create a view as directed below, Also, to integrate with the dimensions framework when deleting or renaming the natural key of the backing entity, you must write custom code on the backing table’s delete method, and also on either the update or renamePrimaryKey method. See CustTable for an example of the pattern these methods must follow 


7.       The view name must be DimAttribute[yourentityname]. For example, DimAttributeProjGrant.
8.       The view must contain a root data source named BackingEntity that points to your backing table to identify a surrogate key and natural key.
9.       The view must contain the following fields named exactly as follows: • Key – Must point to the backing entity’s SK field. For example, an int64 RecId field. • Value – Must point to the backing entity’s NK field. For example, a str30 GrantId field. • Name – Must point to the source of an additional description for the entity. For example, a str60 Description field


List of dimensionable entities are also cached on both the client and server, so we have to execute the following line of code within a job in order to load the new dimension:

static void ClearDimensionCache(Args _args)
{
    DimensionCache::clearAllScopes();
info(‘done’);

}

To add the newly created Dimension to any form, we need to follow below link that explains it very well


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