D365 Finance & Operations and Dynamics AX Forum

Expand all | Collapse all

Reports Using Derived Financial Hierarchies

  • 1.  Reports Using Derived Financial Hierarchies

    GOLD CONTRIBUTOR
    Posted Aug 28, 2019 09:06 AM
    I have seen many posts as to how to create a Derived Financial Hierarchies, I have yet to come across one as to how to report using these.

    Can anyone point me to how I can report on these?

    Thanks!

    ------------------------------
    Jonathan Struble
    Campus Management
    Bel Air MD
    ------------------------------
    Conference-AXUG_200x200


  • 2.  RE: Reports Using Derived Financial Hierarchies

    Posted Aug 29, 2019 02:26 AM

    Jonathan,

    I am not sure what you are looking for report wise.

    You can see these in the Trial Balance, Voucher transactions or the dimension statement report.

    The derived dimensions just default on objects (default dimensions) on things like Item, Project, Vendor, Customer or Fixed Asset. This is so you could enter in BU and then everything just populates.

    Additionally, the other big reason I set this up is for AP invoice processors. if they have 3 dimensions to populate and it is turned on then they could populate the BU and all the rest might populate. This is where the defaults and updates happen on "Ledger Dimension" in the journal itself.

    There is no specific report for that all these dimensions just pass through to the Ledger Transactions and you can see them there.

    Hope this helps???

    Chad



    ------------------------------
    Chad Carnes
    Director of Consulting and Solutions
    EmpowerAX
    McKinney TX
    ------------------------------

    Conference-AXUG_200x200


  • 3.  RE: Reports Using Derived Financial Hierarchies

    GOLD CONTRIBUTOR
    Posted Aug 29, 2019 12:02 PM
    Thanks Chad,

    I guess what I am not understanding is how they appear in the Trial balance for example.  Can you supply a screen shot or description as to how/where I would see reporting by these?

    Thanks again !

    ------------------------------
    Jonathan Struble
    Supervisor
    RSM
    Bel Air MD
    ------------------------------

    Conference-AXUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role