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Setup step on the Derived financial hierarchies page · General ledger

Set up Derived financial hierarchies

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

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 isPublic 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 hereUsed to create filter rules for the nodes of a derived financial hierarchy and analyze posted transaction data in the filter results.
ExampleCollect 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 processDefine accounting policies › Develop chart of accounts strategy
Menu pathGeneral ledger › Chart of accounts › Dimensions › Derived financial hierarchies
Set up firstAssociate financial hierarchies Microsoft Learn ↗
Used next by—
Related pages—
In this process← Set up Associate financial hierarchies · Set up Configure account structures →

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

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

    Source: Microsoft Learn ↗

    Field guide

    FieldWhat it meansWorked exampleTable column
    Derived financial hierarchyThe hierarchy whose nodes you are writing filter rules for.Microsoft Learn ↗——

    Functional consultant

    4Setup decisions

    Setup stepRecommended value and whyDecision · common mistake · test
    Set up Derived financial hierarchies——

    Solution architect

    5Design impact

    Shared or per companyShared: 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 itemLedgerDerivedFinHierarchies Checked in Dynamics 365
    FormLedgerDerivedFinHierarchies Checked in Dynamics 365
    TableEcoResCategoryShown as “Category” in Record infoKey field: RecIdChecked in Dynamics 365
    Data entitiesProcProcurementProductCategoryEntityProcurement category Microsoft data model ↗EcoResProductCategoryEntityProduct categories Microsoft data model ↗SalesProductCategoryEntityProcurement category Microsoft data model ↗RetailEcoResCategoryEntityCategory Microsoft data model ↗RetailProductHierarchyCategoryEntityRetail Product Category Microsoft data model ↗
    Who can open itPrivilegesMaintain derived financial hierarchy filters LedgerDerivedFinHeirarchiesMaintainView derived financial hierarchy filters LedgerDerivedFinHierarchiesViewDutiesView derived financial hierarchy filters LedgerDerivedFinancialHierarchyInquireMaintain derived financial hierarchy filters LedgerDerivedFinancialHierarchyMaintain
    4 security rolesChief financial officer CompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerFinancial controller LedgerFinancialController
    Checked in Dynamics 365
    Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

    Developer

    7Developer

    Open it directlyhttps://<your-environment>/?mi=LedgerDerivedFinHierarchies
    Integrate withProcProcurementProductCategoryEntity data entity Microsoft data model ↗
    Table definitionEcoResCategory columns and relations Microsoft data model ↗

    Everyone

    8Sources and checks

    GL-COA-150 — Set up Derived financial hierarchies. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/GL-COA-150