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Showing posts with the label customize Financial Dimension

Create Custom Financial Dimension in AX 2012

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In the Financial dimensions list we have standard dimension list provided by Microsoft. If we want to have custom dimension you have to select custom dimension & define the values. What if we want to work custom dimension just like the standard dimension eg. ProjId. The Proj Id dimension dropdown shows the projects from view. So lets create a "Project Quotation Id" custom dimension just like ProjId standard dimension. Project quotation Id is not in the standard list of dimension. Follow the below steps to create one. 1. Create a view which points to the SalesQuotationTable & define the fields as shown below. 2. The Key Field points to RecId of  SalesQuotationTable 3. Value -> QuotationId 4. Name -> QuotationName 5. Customize the DimensionEnabledType  class by writing a server static method as below public static server DimensionEnabledType ABC_constructForQuotationId(RecId _financialTagCategoryId = 0, TableLabel _viewLabel = '') ...

Build Financial dimension based on other dimension values in AX 2012

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From the above example, If you want to get the CostCenter (first 4 chars)  & deparment (2-3 chars) from ExpensePurpose, we have to customize some standard classes to achieve it. DimensionDefaultingControllerBase class manages the display, user interaction and storage of default dimension check boxes, combo boxes and values. In DimensionDefaultingControllerBase class customize the LoadAttibuteValueSet method to create the CostCenter & Department. The _dimAttributeValueSetId is the DefaultDimension recId which has the value user entered in ExpensePurpose field. You can write separate method to retrieve the details of Financial Dimension from _dimAttributeValueSetId  & prepare your own DefaultDimension recId and reassign to _dimAttributeValueSetId.