How to Set up Required Dimensions in Dynamics 365 Business Central

By Warren Young | August 1, 2017

How to set up required dimensions in dynamics 365 business central

Dimensions are a powerful tool in Dynamics 365 Business Central and Dynamics NAV. In this post, I specifically want to focus on how to set up Dimension Requirements – which is a way to ensure that you are enforcing the use of the desired dimensions on any given transaction.

About: Default Dimensions

Default Dimensions have two fundamental purposes:

  1. Default Dimensions can be assigned to master records (e.g. G/L Account, Customer, Item, Salesperson) and when those records are used in a transaction, it will be posted with those dimensions. For example, a Salesperson can have a Default Dimension AREA: Central.  Any Sales Orders that have that Salesperson will inherit a Dimension AREA: Central.  This will carry to the posted data (sales, shipment, invoice, G/L, et cetera) and can be used for reporting.
  2. In addition to setting defaults, the other thing Default Dimensions can do is require specific dimensions and even specific dimension values to be used. An example might be that all transactions that hit a Revenue G/L Account must include a DEPARTMENT dimension.

d365-setup-dimensions-warren1

Walkthrough: Require DEPARTMENT Dimension on all Revenue G/L Accounts

  1. Open the Chart of Accounts
  2. Single or Multiple Accounts
    1. Single Account: Click on the individual G/L Account you wish to update.  In the Ribbon click Dimensions > Dimensions-Single
    2. Use the ellipsis to “Select More”, then use the Checkbox to select multiple accounts. In the Ribbon click Dimensions > Dimensions-Multiple
  3. Click +new to create new Default Dimension requirement.
  4. Select the Dimension Code that you want to be required. (In this example, DEPARTMENT)
  5. Leave Dimensions Value Code blank.
  6. Change Value Posting to Code Mandatory.
    1. Same Code is used if you only wanted a single Dimension Value Code to be allowed for the G/L Account(s). If you choose Same Code you would also select a specific Dimension Value Code.
    2. No Code is used if you wanted to prevent a particular dimension from being used with that G/L Account. One example is an expense-specific dimension to be prevented from use with revenue accounts.
  7. Click OK

d365-setup-dimensions-warren2

You’ve now required the DEPARTMENT dimension to be used on any posting to the selected G/L Accounts.  You can verify this setup by creating a General Journal (or document, if preferred) and attempting to post without setting a Department Code.  Dynamics should stop you with an message similar to this:

d365-setup-dimensions-warren3

Walkthrough: Require AREA Dimension on the Salesperson

  1. Open the Salespeople/Purchasers list
  2. Single or Multiple Accounts
    1. Single Account: Click on the individual G/L Account you wish to update.  In the Ribbon click Dimensions > Dimensions-Single
    2. Use the ellipsis to “Select More”, then use the Checkbox to select multiple accounts. In the Ribbon click Dimensions > Dimensions-Multiple
  3. Click +new to create new Default Dimension requirement.
  4. Select the Dimension Code that you want to be required. (In this example, AREA)
  5. Select a Dimensions Value Code that should always be used with this salesperson.
  6. Change Value Posting to Same Code.
  7. Click OK

d365-setup-dimensions-warren4

You’ve now required that whenever this Salesperson is used, the AREA dimension will default to 70 on any transaction, but additionally, during posting the value will be tested to ensure that it is 70.  (Manual changes or other records with their own defaults won’t override.)

If two master records each have different values for the same Default Dimension (e.g. Both the Salesperson and Customer have a default AREA dimension), then the Default Dimension Priorities is the setup you want to use to dictate which should take priority.  We’ll save that topic for next time…

More Information

  • Dimensions (About) – Microsoft

Related Posts

Recommended Reading:

Manage U.S. Use Tax on Purchase Orders in Dynamics 365 Finance and Operations

  Managing sales tax requirements on your business purchase can be complicated, but Dynamics 365 Finance and Operations can help […]

Read the Article
5.19.22 Dynamics CRM

How to Write a Great Support Ticket in the Stoneridge Support Portal

Submitting a support ticket through the Stoneridge Support Portal is a quick and effective way to get assistance for any […]

Read the Article

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article
5.5.22 Dynamics GP

The Real Story about the Long-Term Future of Dynamics GP Support

I’ve seen a number of people put forward comment that Dynamics GP is going away and you have to get […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Financial Enhancements

The Dynamics 365 Businses Central 2022 Wave 1 Release has a lot of new and exciting features to help your […]

Read the Article
4.29.22 Dynamics GP

Dynamics GP Transaction Removals: Bank Reconciliation

  This is part 2 of a 3 part series on Dynamics GP Transaction Removals. These quick tips will hopefully […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X