How to Set up Required Dimensions in Dynamics 365 Business Central

by | Updated July 31, 2019 | Dynamics 365 Business Central, Dynamics NAV

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

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

march

03mar10:00 am10:30 amThe Modern Manufacturer - MRP vs. MPS – What, When and How

03mar2:00 pm2:30 pmLot Management Best Practices for Batch Manufacturers

10mar10:00 am10:30 amEnhancing the Customer Experience and Driving More Business with Dynamics 365 Customer Service

10mar2:00 pm2:30 pmThe Five Steps to Managing Sales Tax

11mar11:00 am12:00 pmConfab with Stoneridge - Livestream - Power Apps Component Framework Power Hour

17mar10:00 am10:30 amThe Modern Manufacturer: Pro Tips for your Finance Team

24mar10:00 am10:30 amUnlock the Potential of Digital Marketing with Dynamics 365 Marketing

25mar11:00 am12:00 pmConfab with Stoneridge - Livestream - The Four Keys to Choosing the Best ERP or CRM Solution

31mar10:00 am10:30 amThe Modern Manufacturer: Keys to Reporting Success

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

april

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

07apr10:00 am10:30 amBoost Seller Productivity and Close More Business with Dynamics 365 Sales

07apr2:00 pm2:30 pmEnsuring Quality for Batch Manufacturers

08apr11:00 am12:00 pmJumping into the Deep End of the Data Lake

14apr10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

22apr11:00 am12:00 pmMoving from Manual to Automated with Strategic Automation Strategies

28apr10:00 am10:30 amThe Modern Manufacturer: Best Practices for Inventory Turn

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X