How to Calculate ledger balance for account number by dimension

Finance and Operations/AX Developer Forum
1

hi,

i want to calculate ledger balance by dimension for account numbers for particular month.

does anybody knows how to calculate ledger balance by dimension.

please help its urgent.

any help would be appreciated…

thanks

2

If you want to see the ledger balances in AX 2009, than you can use the Balance button in COA itself. There you can select the dimension focus and even mention period for which you want to see the balances.

3

hi,

thanks for reply

i am creating a report which will display ledger balance by dimension for month which i select in selection criteria. so how to that?

4

You can achieve this by using Financial statements. You can design the row definition in such a way it can show you the balances of an account for a selected or all the dimensions. It is purely a setup process…

5

Hi, I just did a report to use balance by dimension, you may consider below statement:

ledgerBalance = new LedgerBalanceSum_CurrentMST(fromDate,

toDate,

dimensionCriteria,

NoYes::Yes,

NoYes::No, // _openingTrans,

NoYes::Yes,

OperationsTax::Current,

DebCredProposal::None,

NoYes::No,

NoYes::Yes);

genAmount += ledgerBalance.dimensionsBalance(dimensionCriteria,accountNum1);

alternatively, I saw article mention that, to get balance from table: LedgerBalanceDim.

JX

6

Correction:

alternatively, I saw article mention that, to get balance from table: LedgerBalanceDimTrans.

JX

7

Hi Zhang Jianxin,

Yes its works ,

thanks for the solution and reply.