Hi All,
At first I thought this as a weird requirement, but later I felt like everything can be possible in AX with configuration or customization.
One of my clients requirement is "When a user logs in to AX and creates a journal(in AR/AP/GL), by default all the financial dimensions have to be auto populated. Where ever module the user is working and has financial dimensions need to be set, all those need to be auto populated by default."
From technical perspective, i thought of having a new form that maps user names with the financial dimensions and then applying record level security where ever it is required.
But all these extra customisations are not needed at all. This can be done with simple configuration by following the below steps.
1. Go to Human Resources - Common - Workers.
2. Select the required worker.
3. Click 'Edit' in the menu bar.
4. In the new form opened, click on 'Employment history' in the Action pane.
5. In the Employment history form, select the company for which you want to set default financial dimensions.
6. Expand the Financial dimensions fast tab.
7. Here you can give the default financial dimension values and close the form.
8. Restart AX and Login with the user.
Now you will be able to see financial dimensions getting auto populated.
Please let me know If you have any queries.
At first I thought this as a weird requirement, but later I felt like everything can be possible in AX with configuration or customization.
One of my clients requirement is "When a user logs in to AX and creates a journal(in AR/AP/GL), by default all the financial dimensions have to be auto populated. Where ever module the user is working and has financial dimensions need to be set, all those need to be auto populated by default."
From technical perspective, i thought of having a new form that maps user names with the financial dimensions and then applying record level security where ever it is required.
But all these extra customisations are not needed at all. This can be done with simple configuration by following the below steps.
1. Go to Human Resources - Common - Workers.
2. Select the required worker.
3. Click 'Edit' in the menu bar.
4. In the new form opened, click on 'Employment history' in the Action pane.
5. In the Employment history form, select the company for which you want to set default financial dimensions.
6. Expand the Financial dimensions fast tab.
7. Here you can give the default financial dimension values and close the form.
8. Restart AX and Login with the user.
Now you will be able to see financial dimensions getting auto populated.
Please let me know If you have any queries.
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