Ledger account alias in Dynamics AX

In this post, I am going to describe the functionality of ledger account alias in Dynamics AX.
Ledger account alias is used to provide a shortcut to a complete or partial ledger account number.Advantage of using this feature is that if you have a large financial dimension and you don't want to enter that large financial dimension again and again then this functionality will help you to just enter the alias of that particular financial dimension and then financial dimension will automatically populate to the ledger dimension field.

I am using COM demo data set here.
Go to General ledger > Setup > Chart of accounts > Ledger account alias
Click New
Set ledger account alias = 'Test123' or whatever that is easy for you to remember
Set Type = Shared
There are three types in the drop down.
Shared – The ledger account alias will be available for all legal entities.

User group – The ledger account alias will be available for the user group that you select in the Group field.

User – The ledger account alias will be available for the user group that you select in the User ID field.

Set Account Structure = Balance 

I am using balance sheet account here that's why i used Balance account structure. There are Balance sheet accounts setup on Balance account structure. There are only two dimensions in this account structure (Fund - Main account).

Set Ledger account alias definition = 999-11010 [999 is the fund dimension and 11010 is the main account]

Whenever i will enter Test123 on any ledger dimension field then 999-11010 will automatically populate to the ledger dimension field and will be filled in automatically. I don't need to enter the whole financial dimension value.

Set Initial focus field = Fund 

You can also set main account on the initial focus as well but it depends on your focus. In my case, the initial focus is set on Fund because the dimension starts with Fund that's why i used Fund. It depends on the sequence of your account structure, which dimension comes first. So, always set dimension on the initial focus that comes first in sequence

When you enter this ledger account alias "Test123" on the Fund attribute or segment then your financial dimension automatically set to 999-11010

You can check this functionality on General Journal form or Advanced ledger entry form or where ever Ledger dimension field is used in AX. You just need to enter Test123 on the fund dimension then 999-11010 will be populated on the ledger dimension field.

If you have any queries or questions then feel free to contact me on my email addresses given below:

uzi_sag@hotmail.com, uzairshah50@yahoo.com