Basic TableGroup and CacheLookup rules

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.