Applies to Product - Dynamics 365 Finance
What’s happening?
When multiple sales order lines have the same financial dimensions but different financial tag values, the system groups these lines into a single revenue line on the ledger voucher. The financial tag displayed on this revenue line is the one from the first line.
When multiple sales order lines have the same financial dimensions but different financial tag values, the system groups these lines into a single revenue line on the ledger voucher. The financial tag displayed on this revenue line is the one from the first line.
Reason:
The system is designed to group sales order lines based on matching financial dimensions, regardless of the differences in financial tag values. This behavior is expected and is not considered a bug.
The system is designed to group sales order lines based on matching financial dimensions, regardless of the differences in financial tag values. This behavior is expected and is not considered a bug.
Resolution:
Confirm that the sales order lines in question have the same financial dimensions. If so, understand that the system will display only one financial tag for the grouped revenue line, which will be the financial tag from the first sales order line.
The Tag values do NOT impact the summarization rules. That means that if more than one accounting entry is summarized, the first set of Tag values found will be used for the summarized record. Here you can find more information on system behavior: Details for issue 865962
For any potential changes to this functionality, refer to the active idea request for consideration by the product team: Microsoft Idea
Confirm that the sales order lines in question have the same financial dimensions. If so, understand that the system will display only one financial tag for the grouped revenue line, which will be the financial tag from the first sales order line.
The Tag values do NOT impact the summarization rules. That means that if more than one accounting entry is summarized, the first set of Tag values found will be used for the summarized record. Here you can find more information on system behavior: Details for issue 865962
For any potential changes to this functionality, refer to the active idea request for consideration by the product team: Microsoft Idea