Set up a ledger account alias

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

Use the Ledger account alias form to set up ledger account aliases to provide a shortcut to a complete or partial ledger account number.

  1. Click General ledger > Setup > Chart of accounts > Ledger account alias.

  2. Click New and enter a name for the ledger account alias.

  3. Select a type for the alias to specify who has access to the ledger account alias.

    Shared – The ledger account alias will be available for all legal entities.

    User group – The ledger account alias will be available for the user group that you select in the Group field.

    User – The ledger account alias will be available for the user group that you select in the User ID field.

  4. Select the account structure to use the ledger account alias in.

  5. Select the legal entity to use the financial dimensions from.

  6. Select the values that will be displayed when the ledger account alias is entered in a ledger account field.

  7. In the Initial focus field, select the financial dimension that will be selected when you enter this ledger account alias for a ledger account.