Prepare financial dimension framework for upgrade

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

A main account category is a classifier of a main account. A financial dimension is a financial data classifier that is created from the parties, locations, products, and activities in an organization, and that is used for management reporting.

In Microsoft Dynamics AX 2009, you could create ledger account categories and financial dimensions for each company. In Microsoft Dynamics 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.

In versions earlier than Microsoft Dynamics AX 2012, in the Tax dimension field, in the General ledger parameters form, you could select one of three standard financial dimensions to be used as expense and income codes. In Microsoft Dynamics AX 2012, the association of financial dimensions with expense and income codes was updated to agree with the new financial dimensions framework. Therefore, you need to link the expense and income codes table (RTax25ProfitTable) to the financial dimensions table (DimensionAttribute) so that you can select the appropriate financial dimension in the Dimension transfer field in Microsoft Dynamics AX 2012 R2.

If you are upgrading to Microsoft Dynamics AX 2012 R2 or AX 2012 R3, you must identify a data partition when performing this task. If you have configured multiple partitions, the procedure must be repeated for each partition. For more information about data partitions and upgrade, see Configure partitions.

Use the Prepare financial dimension framework for upgrade form to select the main account categories and financial dimension sets that will be shared by the legal entities.

1. Click Prepare financial dimension framework for upgrade to open the Prepare financial dimension framework for upgrade form.

2. In the Partition key field, select a partition for preprocessing.

3. In the Available company accounts field in the Ledger account categories field group, select the company account that contains the main account categories that will be available as shared main account categories.

   Note

   This field is available only if you are upgrading from Microsoft Dynamics AX 2009.

4. In the Generate shared dimension focuses field, select how to create financial dimension sets:

   • For each company account – All the financial dimension sets that currently are set up for the accounts in each company will be available as shared financial dimension sets.

   • Specific company account – Only the financial dimension sets for the accounts in the company that you select in the Available company accounts field in the Dimension focuses field group will be available as shared financial dimension sets.

5. If you selected Specific company account, select the company account that contains the financial dimension sets that will be shared. Otherwise, continue to step 5.

6. In the Dimension numbers field group, in the Available company accounts field, select the company account on which to base the financial dimension numbers for agreements.

7. Select the Link tax dimensions check box to link the expense and income codes table (RTax25ProfitTable) to the financial dimensions table (DimensionAttribute) so that you can select the appropriate financial dimension in the Dimension transfer field.

8. Optional: Click Upgrade validation for the Ledger account categories field group to display the ledger account categories that have upgrade errors.

   Note

   This button is available only if you are upgrading from Microsoft Dynamics AX 2009.

9. Optional: Click Upgrade validation for the Dimension focuses field group to display the shared financial dimensions sets and the upgrade error status of each financial dimension set.

10. Optional: Click Upgrade validation for the Dimension numbers field group to display the financial dimension numbers and the upgrade error status of each financial dimension number.

11. Click Set to ready for upgrade to select this checklist item as ready for upgrade.