Below are some of the basic rules for setting Dynamics AX TableGroup and CacheLookup property.
| Table Type | Usage | Table Group to Use |
| Transactional | If updating Financials | Transaction |
| Transactional | If not updating Financials and is used as a Header | WorksheetHdr |
| Transactional | If not updating Financials and is used as a line related to a header | WorksheetLine |
| Master Data | Parameter Table | Parameter |
| Master Data | Core Master Data Like Customers | Main |
| Master Data | Grouping of Master data into Categories | Group |
Based on this table group, caching needs to be set based on:
| Table Group | Cache Type |
| Transaction, WorkSheetHdr, WorkSheetLine | NotinTTS |
| Parameter | EntireTable |
| Main, Group | Found |
| Group (if very small and below 128K) | EntireTable |
Once the Cache Lookup is set, analysis needs to be done to set the right primary key for most efficient use of caching.
Although these are the basic rules, but occasionally there're situation where they needs to be set differently.
