Setup page · General ledger

Derived financial hierarchies

Public sector hierarchies that group posted transactions by filter rules on main accounts, full account numbers, and dimension values, without adding dimensions to the account structure.

Used by: Accountant, Accounting manager, Financial controller and 1 more role
Business process: Develop chart of accounts strategy
Menu item: LedgerDerivedFinHierarchies
Main table: EcoResCategory
Data entity: ProcProcurementProductCategoryEntity
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	Public sector hierarchies that group posted transactions by filter rules on main accounts, full account numbers, and dimension values, without adding dimensions to the account structure.
What you do here	Used to create filter rules for the nodes of a derived financial hierarchy and analyze posted transaction data in the filter results.
Example	Collect the account numbers used for an employee wellness program and an employee education program that aren't associated with financial dimensions.

Derived financial hierarchies page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	Define accounting policies › Develop chart of accounts strategy
Menu path	General ledger › Chart of accounts › Dimensions › Derived financial hierarchies
Set up first	Associate financial hierarchies Microsoft Learn ↗
Used next by	—
Related pages	—

End user · Functional consultant

3How to do it

Setup steps on this page

Set up Derived financial hierarchiesNo screenshots yet

Used to create filter rules for the nodes of a derived financial hierarchy and analyze posted transaction data in the filter results.

Microsoft's steps

Go to General ledger > Chart of accounts > Dimensions > Derived financial hierarchies.
In the Derived financial hierarchy field, select the hierarchy to create filter rules for.
In the tree, select a child node.
Select Edit filter.
Select Add new criteria and add rules for main accounts and financial dimension values.
When all criteria are added, select Activate filter.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Derived financial hierarchy	The hierarchy whose nodes you are writing filter rules for.Microsoft Learn ↗	—	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Derived financial hierarchies	—	—

Solution architect

5Design impact

Shared or per company	Shared: the same records are used by every legal entity. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	—

Technical architect

6Technical

Menu item	`LedgerDerivedFinHierarchies` Checked in Dynamics 365
Form	`LedgerDerivedFinHierarchies` Checked in Dynamics 365
Table	`EcoResCategory`Shown as “Category” in Record infoKey field: RecIdChecked in Dynamics 365
Data entities	`ProcProcurementProductCategoryEntity`Procurement category Microsoft data model ↗`EcoResProductCategoryEntity`Product categories Microsoft data model ↗`SalesProductCategoryEntity`Procurement category Microsoft data model ↗`RetailEcoResCategoryEntity`Category Microsoft data model ↗`RetailProductHierarchyCategoryEntity`Retail Product Category Microsoft data model ↗
Who can open it	PrivilegesMaintain derived financial hierarchy filters `LedgerDerivedFinHeirarchiesMaintain`View derived financial hierarchy filters `LedgerDerivedFinHierarchiesView`DutiesView derived financial hierarchy filters `LedgerDerivedFinancialHierarchyInquire`Maintain derived financial hierarchy filters `LedgerDerivedFinancialHierarchyMaintain` 4 security roles Chief financial officer `CompanyChiefFinancialOfficer`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Financial controller `LedgerFinancialController` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=LedgerDerivedFinHierarchies`
Integrate with	`ProcProcurementProductCategoryEntity` data entity Microsoft data model ↗
Table definition	`EcoResCategory` columns and relations Microsoft data model ↗

Everyone

8Sources and checks

learn.microsoft.com/dynamics365/finance/public-sector/derived-financial-hierarchies-public-sector
learn.microsoft.com/dynamics365/finance/public-sector/tasks/set-up-derived-financial-hierarchy-public-sector
learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/supplychain/productinformationmanagement/main/ecorescategory
Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.