Dynamics 365 F&O – Add Financial tags to a custom table/form

The financial tags feature was introduced with the 10.0.32 version. It can be used in certain areas of D365, such as general journals. It’s an alternative way to create financial dimensions for tracking data on the accounting entries. Check this link and this one to learn more.

I’ll go into the technical aspects of using it in our tables in this article.

Prerequisite 1

First of all, check feature management and make sure “Financial tags” is enabled.

Prerequisite 2

Add the FinTag model to your custom model’s references

Add to table

Add a new field named “FinTag” to your table

• EDT: FinTagRecId
• Feature class: FinTagFeature

If you need Offset FinTag, add a second field as well.

Add a relation for the FinTag field as below

Add to form

Once you drag and drop the FinTag field from the datasource to the form grid/group, a ReferenceGroup control will be created automatically.

Make below changes on the ReferenceGroup control.

• Auto Declaration: Yes
• Preview Part Ref: FinTagPreviewPart
• Hide If Empty: No
• Replacement Field Group: DisplayValue
• Label: @FinTag:FinTag_Label

Create a new method in your form and add the below code

private void initFinancialTags()
{
	if (FinTagConfiguration::isFinTagConfigurationSet(curExt()))
	{
		FinTagReferenceGroupControllerContract primaryContract = FinTagReferenceGroupControllerContract::construct(
				MyTable_FinTag,
				fieldNum(MyTable, DataAreaId));

		FinTagReferenceGroupControllerContract offsetContract = FinTagReferenceGroupControllerContract::construct(
				MyTable_OffsetFinTag,
				fieldNum(MyTable, DataAreaId));

		FinTagReferenceGroupController::registerReferenceGroup(primaryContract);
		FinTagReferenceGroupController::registerReferenceGroup(offsetContract);
	}
	else
	{
		MyTable_FinTag.visible(false);
		MyTable_OffsetFinTag.visible(false);
	}
}

Remove the offset part if you only have a single field. Then call it inside the init() method.

public void init()
{
	super();
	
	this.initFinancialTags();
}

Test

Open up General ledger parameters > Financial tags, set a “Financial tags segment delimiter” if you don’t have one.

Follow the menu: General ledger > Chart of accounts > Financial tags > Financial tags

Create some examples if you don’t have any.

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Now we’re all set, build your project and test it.

Thanks for reading.