Accounts receivable cube (CustCube) for Microsoft Dynamics AX 2012 R2 and R3

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

The Accounts receivable cube for Microsoft Dynamics AX is used to report on customer transactions and accounts receivable. This article provides details about the cube.

Deployment Configuration keys Tables and views Measures Calculated measures Key performance indicators Security

Analytics in Microsoft Dynamics AX Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and R3 Cube and KPI reference for Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack

Deployment

The Accounts receivable cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX project—and the cubes that it contains—see Deploy the default cubes.

Configuration keys

The following configuration keys are required to use all features of the Accounts receivable cube:

• General ledger (LedgerBasic)

Tables and views

The Accounts receivable cube uses data from the following tables and views:

• CustBillingClassification table

• CustPaymModeTable table

• CustTrans table

• CustTransOpen table

• CustTransTotalSales view

Measures

The Accounts receivable cube includes the following measure groups.

Open customer transactions

This measure group is based on the CustTransOpen table and includes the following measures.

Measure	Measure field name	Aggregation	Description	Associated dimensions
Accounts receivable open amount – accounting currency	CustTransOpen.AmountMST	Sum	The total open customer transaction amount, in accounting currency.	Company Customer Date (last interest date) Date (due date) Date (cash discount date) Date (transaction date) Date (exchange rate date) Fiscal period date (transaction date – fiscal calendar) Fiscal period date (due date – fiscal calendar) Fiscal period date (cash discount date – fiscal calendar) Fiscal period date (last interest date – fiscal calendar)

Total customer sales

This measure group is based on the CustTransTotalSales view and includes the following measures.

Measure	Measure field name	Aggregation	Description	Associated dimensions
Accounts receivable total – accounting currency	CustTransTotalSales.AmountMST	Sum	The total customer sales, in accounting currency.	Currency Company Customer Methods of payment - customer Total customer sales Date (due date) Date (last settlement date) Date (closed date) Date (transaction date) Date (document date) Date (exchange rate date) Fiscal period date (last settlement date – fiscal calendar) Fiscal period date (closed date – fiscal calendar) Fiscal period date (transaction date – fiscal calendar) Fiscal period date (document date – fiscal calendar) Fiscal period date (due date – fiscal calendar)

Customer transactions

This measure group is based on the CustTrans table and includes the following measures.

Measure	Measure field name	Aggregation	Description	Associated dimensions
Accounts receivable amount – transaction currency	CustTrans.AmountCur	Sum	The total customer transaction amount, in transaction currency.	Currency Company Customer Billing classification Methods of payment - customer Customer transaction Date (due date) Date (last settlement date) Date (closed date) Date (transaction date) Date (document date) Date (exchange rate date) Fiscal period date (last settlement date – fiscal calendar Fiscal period date (closed date – fiscal calendar) Fiscal period date (transaction date – fiscal calendar) Fiscal period date (document date – fiscal calendar) Fiscal period date (due date – fiscal calendar)
Accounts receivable settled amount – transaction currency	CustTrans.SettleAmountCur	Sum	The total amount of customer transactions that have been settled, in transaction currency.
Accounts receivable amount – accounting currency	CustTrans.AmountMST	Sum	The total customer transaction amount, in accounting currency.
Accounts receivable settled amount – accounting currency	CustTrans.SettleAmountMST	Sum	The total amount of customer transactions that have been settled, in accounting currency.

Exchange rates by day

This measure group is based on the BIExchangeRateView view and includes the following measures.

Measure	Measure field name	Aggregation	Description	Associated dimensions
Exchange rate	BIExchangeRateView.CrossRate	Max	The exchange rate.	Currency Date (exchange rate date) Analysis currency

Calculated measures

The Accounts receivable cube does not include any calculated measures.

Key performance indicators

The Accounts receivable cube does not include any key performance indicators (KPIs).

Security

The Accounts receivable cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

• Accountant

• Accounting manager

• Accounting supervisor

• Accounts payable manager

• Accounts receivable centralized payments clerk

• Accounts receivable clerk

• Accounts receivable manager

• Accounts receivable payments clerk

• Chief executive officer

• Chief financial officer

• Collections agent

• Collections manager

• Compliance manager

• Financial controller