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The differentiation between those two accounts is established by pointing them to different date intervals.
#Microsoft dynamics financials code
The Account Number is mapped to the primary dimension set code (so it pulls the account number that’s been set up) the Account Name is mapped to the primary dimension set name (so it pulls the account name) the 20 column both point to “Current” which is your current balance for those accounts. In my screenshot above, I set up 4 columns – Account Number, Account Name, 20. The lower grid in the setup window isn’t labeled, but that’s where you set up your columns for your report. We’ll tackle the Row Definition setup in the Income Statement and Balance Sheet specific blogs, coming soon. Here’s where we’ll point to the Row Definition that gets created and where you can set parameters like “Skip Zero” which I prefer to seeing a bunch of accounts with no balance on my reports. This part is just a container for a row and column tree – the logic is under the Setup tab: You see here that I have generic Balance Sheet and Income Statements set up so far, but I could’ve called them anything. When you click “New” you can name your statement whatever you’d like. To access the Financial Statement setup area, go to General Ledger > Setup > Financial Statements > Financial Statements. In the screenshot below, I just set up the current and previous years
#Microsoft dynamics financials how to
To help others who are confused about how to get their financial statements up and running this three part series will cover the common financial statement setup process, how to create a basic income statement and how to create a balance sheet.ĪX 2012 allows you to customize financial statements within the application, but the generated financial statements are actually exported to a file on your hard drive as an Excel spreadsheet. When I first went in to find an income statement, there was none to be found – just this bucket that said Financial Statements and a path out to a file. However, the trick is, you need to set them up. Much of this content also applies to the related products: Dynamics 365 Commerce and Dynamics 365 Human Resources.Microsoft Dynamics AX 2012 allows you to generate financial statements from the Financial area of the application.
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Learn how to make Finance and Operations applications work for your business, using the resources in this topic to find great content for end users, developers, and IT professionals.