Setup step on the Advanced rule structures page · General ledger

Set up Advanced rule structures

Used to create and activate an advanced rule structure and apply it to an account structure through an advanced rule with criteria; it applies only to the Ledger account type.

Used by: Accountant, Accounting manager, Accounting supervisor and 12 more roles
Business process: Develop chart of accounts strategy
Menu item: DimensionConfigureAccountRuleStructure
Main table: DimensionHierarchyView
Data entity: —
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	Structures of extra financial dimension segments that an advanced rule adds to an account structure when its criteria are met.
What you do here	Used to create and activate an advanced rule structure and apply it to an account structure through an advanced rule with criteria; it applies only to the Ledger account type.
Example	Create an advanced rule structure with the Store dimension and apply it to an account structure for main accounts in a given range.

Advanced rule 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 › Advanced rule structures
Set up first	Financial dimensions Microsoft Learn ↗
Used next by	Configure account structures Microsoft Learn ↗
Related pages	—
In this process	← Set up Configure account structures

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Advanced rule structures1 screen

Used to create and activate an advanced rule structure and apply it to an account structure through an advanced rule with criteria; it applies only to the Ledger account type.

Screen 1
Create the advanced rule structure
Go to General ledger > Chart of accounts > Structures > Advanced rule structures
1. Select New
2. Enter the name BEAT-ADV and its description
3. Leave it in Draft until rules are added
Description Atlas demo advanced rule structure
Status Draft
Show the full screen
page title tab to open what to set or check

Description	Atlas demo advanced rule structure
Status	Draft

Microsoft's steps

Go to General ledger > Chart of accounts > Structures > Advanced rule structures.
Select New.
In the Advanced rule structure field, enter a name, and then select OK.
Select Add segment, and choose a financial dimension.
Add further segments as needed.
Select Activate.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Advanced rule structure	The name of a set of extra dimension segments that an account structure can add when its rule criteria are met.Microsoft Learn ↗	—	—
Description	—	Atlas demo advanced rule structure	—
Status	—	Draft	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Advanced rule structures	—	—

Solution architect

5Design impact

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	—

Technical architect

6Technical

Menu item	`DimensionConfigureAccountRuleStructure` Checked in Dynamics 365
Form	`DimensionConfigureAccountRuleStructure` Checked in Dynamics 365
Table	`DimensionHierarchyView`Shown as “Dimension structure” in Record infoChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesMaintain advanced rules `DimensionConfigureAccountRuleMaintain`Maintain dimension advanced rule structure `DimensionConfigureAccountRuleStMaintain`View the dimension configure advanced rule structure `DimensionConfigureAccountRuleStruView`View advanced rules `DimensionConfigureAccountRuleView`DutiesInquire into chart of account master `LedgerChartOfAccountsInquire`Maintain chart of accounts master `LedgerChartOfAccountsMaintain`Enable general ledger process `LedgerGeneralLedgerProcessEnable`Review general ledger process performance `LedgerGeneralLedgerProcessPerfReview`Enable general ledger process `RentalLedgerGeneralLedgerProcessEnable` 15 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`Rental manager `RentalManager`Rental purchasing manager `RentalPurchasingManager`Rental sales manager `RentalSalesManager`Accounts payable manager `VendInvoiceAccountsPayableManager` Checked in Dynamics 365
Actions on the page	Buttons: Edit, New, Delete, Delete draft, Duplicate, Rename, Activate, Validate, Cancel activation, View activation statusChecked in Dynamics 365

Developer

7Developer

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