I have published an article recently regarding the new features of financial dimensions in AX 2012, this post I will discuss the creation of the financial dimensions values in MS Dynamics AX 2012, previously shown the financial dimensions importance in financial analysis, and how it facilitate the inquiry of accounts balance. The Financial consultant working
Read more →The financial dimensions gives more deep analysis for transactions occurred on General Ledger accounts where it gives Controllership an analytical view on transaction occurred on Expenses Account for example he/she can analyze account balance according to financial dimensions assigned to Ledger Account, the Financial Consultant should working on the requirements analysis, the design, and deployment
Read more →Recently I have shared – Opening balances upload - and mentioned the Pros & Cons of the different approaches of opening balances upload, and there is a post discussing – Customer settlement mechanism - in this post we will focus on how those two posts of opening balances, and customer settlement are related, and it effect appears during the
Read more →I have shared master data upload in a previous post –How to upload master data into MS Dynamics AX 2009 – this post will discuss the best practices in uploading vendors, customers, and employees The first step to begin uploading vendors, customers, and employee is identifying prerequisites data “mandatory fields”, and related tables, that could be
Read more →Reversing fixed assets depreciation is one of the functions of the fixed assets journal, through General Ledger->Journals->Fixed assets->Lines->Functions->Retrieve fixed assets transaction Select voucher number (or use from ..to function) Mark the invert sign check box, and ensure to select new voucher number per transaction, and press OK The voucher lines will retrieve and the amount
Read more →Customer settlement in MS Dynamics AX is a transaction occurred to settle customer advanced collections or collections against customer invoices, and this function done in monthly basis. Customer settlement have two different effects first one on customer level, it is customer open/close transaction, and second one financial entry, the financial effect occurred only in one case
Read more →There is available release of Sure Step 2010 it’s MS Dynamics Sure Step 2010 CP2, it contains updates complies with development in MS Dynamics products such as MS Dynamics AX for Retail industry, there is a specialized documentations for Retail…
Read more →The financial dimensions gives more deep analysis for transactions occurred on General Ledger accounts where it gives Controllership a analytical view on transaction occurred on Expenses Account for example he/she can analyze account balance according to financial dimensions assigned to Ledger Account by Business Unit, Department, and/or Purpose, the mentioned financial dimensions are standard dimensions
Read more →Recently I have shared fiscal year close was discussing how to close fiscal year after uploading opening balances which discussed before, this blog is related to the previous two posts where the Financial Consultant and Controllership team are getting the results of their work throughout printing trial balance. Under General Ledger-> Reports->Transactions->Periodic-> Trial Balance Dates:
Read more →Recently I have shared MS Dynamics AX 2009 opening balances upload was discussing opening balances different approaches, this blog is related to the previous one where the Financial Consultant and Controllership team are getting the results of their work throughout closing fiscal year. Under General Ledger-> periodic->Fiscal year close Enter end date: Example 12/31/2011 Transfer method: Closing->Opening: in
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