Create reference tables
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Reference tables are used as the basis for calculations for the distribution or allocation of costs or quantities. Reference tables are typically used when references are fixed for several periods. Examples of reference tables are square meters, headcount, equipment calculation, and so on.
Click Cost accounting > Setup > Calculation > Reference tables.
Press CTRL+N to create a new line.
In the Reference table field, enter a name for the reference table.
On the General tab, select the dimensions that you want to use in this reference table.
Click Cost accounting > Setup > Calculation > Calculation versions.
Click Reference table to open the Reference table values form.
On the Overview tab, in the list of created reference tables, click the reference table that you created in the Reference tables form.
On the General tab, select the dimensions that you want to enter the references for, and then enter the total reference quantity in the Reference quantity field.
Enter the reference quantity for each dimension that you want to allocate.
Confirm that the value in the Difference field is 0 (zero).
Example
The most common example of a reference table is the cost center building. Here, the costs are allocated by square meters, as shown in the following table.
Description |
Square meters |
|---|---|
Total quantity of square meters |
2000 m2 |
Square meters used by the cost center's stock |
500 m2 |
Square meters used by the cost center's production 1 |
500 m2 |
Square meters used by the cost center's production 2 |
750 m2 |
Square meters used by the cost center's administration |
250 m2 |
If the total costs on the cost center building are USD 1,000, the period calculation will allocate USD 250 to the cost center's stock, USD 250 to the production 1, and so on.