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Introduction
You must analyze financial figures through different financial dimensions as a
supplement to voucher and account numbers. However, it can be difficult to
control the assignment of financial dimension values. Sometimes dimension
values are assigned to the wrong financial transactions, making reports and
statistics incorrect.
The implementation of dimension sets with hierarchies allows you to control the
values entered in the system, therefore ensuring more reliable data.
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Scenario
Ken, the Controller at Contoso, analyzes financial figures through financial
dimensions as a supplement to voucher and account numbers. However, in the
past:
In the future, Ken wants to ensure that correct dimension values are assigned to
financial transactions to make reports and statistics reliable. Therefore, Ken
decides to implement the new dimension sets, hierarchies, and rules features.
The new dimension sets, hierarchies, and rules feature controls and validates
dimension values at entry time in the user's context. For example, when you set
up new vendors, you are guided to enter specific dimension values.
Overview
In Microsoft Dynamics AX 2009, financial dimensions are controlled by:
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Dimension sets
To guide and control the user upon entry on financial dimensions on transactions,
you must:
Dimension sets, hierarchies, and rules help avoid incorrect financial dimensions
assigned to transactions.
Dimension Sets
Use dimension sets to:
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Dimension set
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The Dimension relationship figure shows that the cost center dimension depends
on the department dimension, and the purpose dimension depends on the cost
center dimension.
If a dimension is already used in a set, this dimension is not listed in the
Available Dimension area. You can use a dimension only once unless it is a
subset of a set.
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Dimension Subsets
You can assign a dimension type to only one set, unless the set is a subset.
A subset is:
The Dimension set and subset figure shows how the cost center dimension is
shared between Set 1 and Subset 1.
You cannot delete a dimension set that is used in a hierarchy or is the parent set
of one or more subsets. Either change the parent of the subsets or delete the
subsets before you delete the parent set.
Subsets make it possible to share dimensions between several sets. It is, for
example, useful to inquire on revenues based on cost centers and purposes and to
report on balances by department and cost center.
Dimension sets reflect business requirements. For example, certain dimensions
may be used to trace cost centers.
NOTE: There are no restrictions to the number of dimensions in a set. However,
the more dimension types, the more performance is impacted.
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Cost center
Department
Department Admin authorizes cost center 1 and cost center 4. The order
processor automatically is guided to select cost center 1 or cost center 4 when,
for example, making a journal entry with an Admin Department dimension.
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Objects
Tables
Ledger accounts
Journals
Customers/vendors
Ledger accounts
Overview
The rules are the connection between dimension set hierarchies and application
objects such as:
Tables
Journals
Ledger accounts
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Tables
Journals
Ledger accounts
If a set expresses no rules, the system applies no control other than guiding the
overall authorized combination values on the set.
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HINT: To use dimension set rules, dimension set hierarchies must be activated
in the General ledger parameters form, as described in the Dimension Set
Hierarchy lesson.
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Value
Hierarchy
NewHier
Description
New Hierarchy
New Hier
Description
New Hierarchy
Vendor Name
New Vendor
Challenge Yourself!
Help Ken create the new dimension set and vendor to test it.
Step by Step
Follow these steps to set the General Ledger parameter to activate sets.
1. Click General ledger, click Setup, and then click Parameters.
2. Click the Activate sets arrow, and then click At update and
posting.
3. Close the form.
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Summary
The Financial Dimension Hierarchy includes the following:
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Dimension sets that combine dimension types, which you can build
to drive and control the dimension value dependencies.
a. Dimension set
b. Dimension set
hierarchy
c. Dimension subset
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2.
3.
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Solutions
Dimension Sets
1. What does a dimension set consist of?
MODEL ANSWER:
A dimension set consists of one or more dimension types that are tied
together by value.
Dimension Subsets
1. What is a dimension subset?
MODEL ANSWER:
A set which contains a dimension type that is already a component of another
dimension set. Subsets depend on the parent set.
2. What is the benefit of a subset?
MODEL ANSWER:
Subsets make it possible to share dimensions between several sets.
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a. Dimension set
b. Dimension set
hierarchy
c. Dimension subset
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