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Create advanced account structures and rules for a chart of accounts

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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, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can create advanced rules to provide additional financial dimensions that are part of the account combination, but that are not included in the account structure.

An advanced rule structure includes one or more financial dimensions that contain information that your organization wants to track, but that are not part of the account structure. Each advanced rule is associated with a specific account structure and can consist of one or more advanced rule structures.

Create an advanced rule structure

  1. Click General ledger > Setup > Chart of accounts > Advanced rule structures.

  2. Click New, enter an advanced rule structure ID and description, and then click OK.

  3. Click the Add segment button to add criteria, and then select the appropriate options to create the criteria. You might have to scroll down to view all of the criteria. For more information, see the example later in this topic.

  4. Click Activate and close the form.

  5. Complete the steps in the next procedure to create an advanced rule that you will assign the advanced rule structure to.

Create an advanced rule

  1. Click General ledger > Setup > Chart of accounts > Configure account structures.

  2. Select the account structure to apply the advanced rule to.

  3. On the Action Pane, in the Setup group, click Advanced rule.

  4. Click New.

    Note

    To add or modify advanced rules for an account structure, the account structure must be in Draft status. If the account structure has a status of Active, and you select to create a new advanced rule or modify an existing advanced rule, you will receive a message. Click the Edit advanced rule button to change the status of the account structure from Active to Draft.

  5. Enter an advanced rule ID and name, and then click OK.

  6. Click the Add filter button to add criteria, and then select the appropriate options to create the criteria. You might have to scroll down to view all of the criteria.

  7. On the Advanced rule structures FastTab, click Add. Select the advanced rule structure to use when the advanced rule is being used.

    Only active advanced rule structures are displayed.

  8. To activate the advanced rule, you must activate the account structure by clicking Activate on the Action Pane in the Configure account structures form.

Example

Your legal entity wants to track license plates for the vehicles that it owns as part of the vehicle maintenance main account. However, only one department uses these vehicles. Therefore, the legal entity does not have to enter that information for all departments. You could set up an advanced rule structure to track the license plate information, and you could set up an advanced rule to use that structure for only that department.

  1. Create the following advanced rule structure to track license plates for legal entity vehicles.

    Advanced rule structure = License plate

  2. Create the following advanced rule to determine when to use the advanced rule structure.

    Where Department is Delivery

  3. Add the License plate advanced rule structure to use when the advance rule is being used.

  4. Activate the account structure in the Configure account structures form.