Setup step on the Configure account structures page · General ledger

Set up Configure account structures

Used to set up and activate account structures with allowed values for each segment and assign them to a company's ledger.

Used by: Accountant, Accounting manager, Accounting supervisor and 9 more roles
Business process: Develop chart of accounts strategy
Menu item: DimensionConfigureAccountStructure
Main table: DimensionHierarchyView
Data entity: —
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	Account structures are rules, built from the main account and financial dimensions, that set the order and allowed values when an account number is entered.
What you do here	Used to set up and activate account structures with allowed values for each segment and assign them to a company's ledger.
Example	Use one account structure for balance sheet accounts 100000..399999 with Business unit, and another for profit and loss accounts 400000..999999 with Business unit, Department, and Cost center.

Configure account structures 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 › Structures › Configure account structures
Set up first	Financial dimensions Microsoft Learn ↗
Used next by	Ledger Microsoft Learn ↗
Related pages	Advanced rule structures Microsoft Learn ↗
In this process	← Set up Derived financial hierarchies · Set up Advanced rule structures →

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Configure account structures1 screen

Used to set up and activate account structures with allowed values for each segment and assign them to a company's ledger.

Screen 1
Create and activate the account structure
Go to General ledger > Chart of accounts > Structures > Configure account structures
1. Select New and enter the structure name BEAT-MAIN
2. Add the MainAccount segment
3. Select Activate
Status Active
Segments MainAccount
Show the full screen
page title tab to open what to set or check

Status	Active
Segments	MainAccount

Microsoft's steps

Go to General ledger > Chart of accounts > Structures > Configure account structures.
On the Action Pane, select New.
In the Account structure field, enter a name, and in the Description field describe its purpose. Then select Create.
In Segments and allowed values, select Add segment and choose each dimension to add.
Select a segment, and in Allowed value details choose an Operator and enter the Value and through values. Then select Apply.
Select Add new criteria to add further rules where needed.
On the Action Pane, select Validate.
Select Activate.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Segments and allowed values	The grid of segments, one main account and up to 10 dimensions, and the values each segment may take.Microsoft Learn ↗	—	—
Allowed value details	Builds a rule for a segment using operators such as begins with or is between.Microsoft Learn ↗	—	—
Main account	The required segment whose value decides which structure applies; each main account value can be in only one structure on a ledger.Microsoft Learn ↗	—	—
Status	—	Active	—
Segments	—	MainAccount	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Configure account structures	—	—

Solution architect

5Design impact

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	Changes take effect only after the structure is activated again, which updates unposted transactions to match; posted transactions aren't changed. A structure can't be deleted while unposted transactions use it. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`DimensionConfigureAccountStructure` Checked in Dynamics 365
Form	`DimensionConfigureAccountStructure` Checked in Dynamics 365
Table	`DimensionHierarchyView`Shown as “Dimension structure” in Record infoChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesMaintain account structure configuration `DimensionConfigureAccountStructMaintain`View account structure configuration `DimensionConfigureAccountStructurView`DutiesInquire into chart of account master `LedgerChartOfAccountsInquire`Maintain chart of accounts master `LedgerChartOfAccountsMaintain`Review general ledger process performance `LedgerGeneralLedgerProcessPerfReview` 12 security roles Auditor `AuditPolicyManager`Budget clerk `BudgetBudgetClerk`Budget contributor `BudgetBudgetContributor`Budget manager `BudgetBudgetManager`Chief executive officer `CompanyChiefExecutiveOfficer`Chief financial officer `CompanyChiefFinancialOfficer`Accounts receivable manager `CustInvoiceAccountsReceivableManager`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Accounts payable manager `VendInvoiceAccountsPayableManager` Checked in Dynamics 365
Actions on the page	Buttons: Edit, New, Delete, Delete draft, Duplicate, Rename, Activate, Validate, Cancel activation, Advanced rules, Set up, ViewChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=DimensionConfigureAccountStructure`
Integrate with	—
Table definition	—