Financial Dimension backing entities

One fairly common modification request I’ve gotten since the onset of Dynamics AX 2012 is to create new Financial Dimension backing entities. Luckily, they’re fairly easy to create and can be a rather cost-effective customization.

I’m referring to the ‘Use values from’ field in General ledger > Setup > Financial dimension > Financial dimensions. (Or the DimensionDetails form for you nerds developers.)Financial dimensions formThe options in the ‘Use values from’ field allow a user to configure a Financial dimension to use values from a selection of records from a table in Microsoft Dynamics AX. The value of ‘Site’ is not out-of-the box, but here’s how to add it!


Note: naming convention is extremely important here, so pay attention or debug at your peril!

1 – Create a new view. It has to be named starting with ‘DimAttribute’DimAttribute view

2 – The DataSource has to be named ‘BackingEntity’

3 – There must be three fields named (exactly) ‘Key’, ‘Name’, and ‘Value’.

Key refers to the Record Id of the underlying table
Name refers to the long identifier or description of the record
Value is the user-friendly key value.

So in this case,

Key = InventSite.RecId
Name = InventSite.Name
Value = InventSite.SiteId

4 – Set some properties on the new view. This is more or less business as usual here if you’ve created custom tables and views before. The Label is important if you want user-friendly text (which you will, obviously) in the ‘Use values from’ selection.

DimAttribute view properties

 

The Backing entities get cached the first time the Financial dimensions form opens. (So even if you did everything correctly you may not see the new value.) In order to clear the cache so you see your new backing entity, create a class (or job if you’re a truly Supreme developer) and execute:

DimensionCache::clearScope(DimensionCacheScope::DimensionEnabledTypes);

(Or you could restart the client, then the AOS, then the Server, then delete your caches and so on and so forth. You know, the things you do when you’re not sure how things work.)

In case you need to debug to figure out what you messed up what step of the instructions you’ve missed, here’s the call stack for the Dimension Attribute creation when the Financial dimensions form is launched.

dimAttribute call stack

And the rest is just functional setup, which as we all know is not my job.

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