Book Image

Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

By : Mohamed Aamer Ala El Din
Book Image

Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

By: Mohamed Aamer Ala El Din

Overview of this book

Microsoft Dynamics 365 for finance and operations is a rapidly growing application and is widely used in enterprise organizations. Because of its ability to maximize business productivity, it is a fast-growing business application package in the ERP market. We will start by looking into ERP concepts, implementation needs, and interface design, giving you basic knowledge of financial management aspects and explaining key concepts along the way. To begin with, you'll be taken through the general ledger and financial dimension functions. You'll later learn about the sales tax mechanism and multi-currency in Microsoft Dynamics 365. We tackle each topic with focused examples and explanations on topics such as payable/receivable accounts, forecasting, cash and bank management, budgeting planning/control, and fixed assets. Finally, we walk you through intercompany, consolidation, costing basics, and financial reporting. By the end of this book, your finance team will have a much richer understanding of Microsoft Dynamics 365 for finance and operations and its powerful capabilities.
Table of Contents (24 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
Index

Advanced rules structure


There is a limitation in the account structure—you can have only 10 dimensions, but more dimensions may be required. The advanced rules structure can add an unlimited number of dimensions. The concept of the advanced rules structure is to create an advanced rule structure record, add the required segments to it, and activate it. This also involves attaching it to the account structure. The following diagram illustrates the concept of the advanced rules structure:

 

The following section illustrates the advanced rules and advanced account structure configuration. 

  1. In order to create an advanced rules structure, navigate to General ledger | Chart of accounts | Structures | Advanced rule structures, as shown in the following screenshot:

  1. Click on a record or the New button to create a new record. Now, this action will open a new form, click on Edit, then Add segment to add dimension segments, and then click on Activate:
  1. In order to attach the advanced rule structure to the...