Friday, September 6, 2019

GL General Journal Fin Dim (Legal Entity) doesn't auto populate after entering Main Account

After setting up a new Legal Entity, my UAT testers noticed that the Legal Entity portion of the account string in a GL General Journal didn't automatically filled.  That behavior is observed on other Legal Entities that are in the system so it didn't make a lot of sense of why the new Entity didn't have that behavior.



After getting some suggestions on my AX Forum question, I started looking in the Main Accounts and their setup. When looking at the details of a Main Account, I found that the 'Companies' field was not auto-populating:



If you hit that green '+' I can add my new entity, however, I would have expected it to be auto-populated.  I also noticed that the Legal Entity in the Financial dimensions on the Main Account wasn't set either:



As you can see in the image, I was able to set it with my new Entity, however, I would have expected it to be auto-populated after entity setup.

Possible Root Cause:
When setting up my entity I completed the setup in General ledger -> Setup -> Ledger before making the Entity a Virtual Company:

I believe that if you setup the Virtual Company first and then do these Ledger settings the items above will auto-populate.