Dynamics 365 Business Central: Assign the default dimensions to multiple items/customers/vendors/other accounts at the same time (View or edit dimensions for a group of records)

Dynamics 365 Business Central

Hi, Readers.
Today I would like to share a tip when setting up default dimensions in Business Central.
Dimensions are values that categorize entries so you can track and analyze them on documents, such as sales orders. Dimensions can, for example, indicate the salesperson or department an entry came from.

You can assign a default dimension for a specific account (customers, vendors, and other accounts). The dimension is copied to the journal or document when you enter the account number on a line, but you can delete or change the code on the line if appropriate. For example,

PS: Dynamics 365 Business Central: Default Dimension Priorities (Avoiding conflicts)

Generally, we need to set default dimensions for each account (master data). Or use the Configuration Package function to import data at once. More details: Dynamics 365 Business Central: How to Export and Import Data (Using Configuration Packages)

But there is a standard feature that can solve this problem, Dimensions-Multiple feature. For example, on the Item List, select the items you want to view or change default dimensions, and then choose Dimension-Multiple.

The Default Dimensions-Multiple page will open.

The Default Dimensions-Multiple page contains the following fields:

FieldDescription
Dimension CodeShows all dimensions defined as default dimensions on one or more highlighted accounts. By choosing this field, you can see a list of all available dimensions. If you select a dimension, that dimension is defined as a default dimension for all highlighted accounts.
Dimension Value CodeShows either a single dimension value or the term (Conflict). If a dimension value is shown in the field, then all highlighted accounts have the same default dimension value for a dimension. If the term (Conflict) is shown in the field, then not all highlighted accounts have the same default dimension value for a dimension. Upon choosing the Dimension Code field, you’ll see a list of all available dimension values for a dimension. If you select a dimension value, it will be defined as a default dimension value for all highlighted accounts.
Value PostingShows either a single value posting rule or the term (Conflict). If a value posting rule is shown in the field, then all highlighted accounts have the same value posting rule for a dimension value. If the term (Conflict) is shown in the field, then not all the highlighted accounts have the same value posting rule for a dimension value. Upon choosing the Value Posting field, you’ll see a list of value posting rules for a dimension. If you select a value posting rule, it will be applied to all highlighted accounts.

PS: Dynamics 365 Business Central 2021 release wave 1 (BC18): More control over settings for Default Dimensions (Allowed Values Filter)

After choosing Edit List, you can edit the list of default dimensions. Just like setting dimension values ​​for each account.

Choose OK and this will apply to all items you just selected.

Very simple. So besides the Item List, what other pages can use this feature? Let’s look at some examples.
Chart of Accounts:

Customer List:

Vendor List:

Resource List:

Resource Groups:

Projects (Job List):

Bank Account List:

Employee List:

Fixed Asset List:

Insurance List:

Responsibility Center List:

Work Center List:

Salespersons/Purchasers:

Campaign List:

Location List:

Great, give it a try!!!😁

PS:
1. Microsoft may add new features in future versions. For example, Business Central 2023 wave 1 (BC22): Set default dimensions on locations, inventory documents, and journals

2. Dynamics 365 Business Central: Set up default dimensions for specific accounts/tables (Account Type Default Dimensions)

END

Hope this will help.

Thanks for reading.

ZHU

コメント

Copied title and URL