Create cost elements

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

There are several ways to create cost elements in Cost accounting. This procedure shows how to create cost elements by importing main accounts via a data connector. The USMF demo company was used to create this procedure. This procedure is for a Cost accounting feature that was added in Dynamics 365 for Operations, version 1611.

Create new cost elements

  1. Go to Cost accounting > Dimensions > Cost element dimensions.
  2. Click New.
  3. In the Name field, type a value.
  4. In the Data connector for dimension members field, enter or select a value.
  5. In the Description field, type a value.
  6. Click Save.

Configure the data connector

  1. Click Configure dimension member provider.
  2. In the Chart of accounts field, enter or select a value.
    • Select Shared to use the shared chart of accounts.
  3. Click New.
  4. In the list, mark the selected row.
    • You can apply filters to accounts to meet your criteria.
  5. In the From main account field, enter or select a value.
  6. In the To main account field, enter or select a value.
  7. Click OK.

Import main accounts

  1. Click Import dimension members.
    • Main accounts will be imported into Cost accounting and used as cost elements.
  2. Click OK.

View the imported accounts as cost elements

  1. Click View dimension members.
    • View the imported ledger accounts as cost elements in your business that costs can flow to.