Mandatory Dimensions by Account Type

Dimensions are great in Dynamics NAV and one of the things that makes it great is that you can control the required dimensions for each type of posting into the general ledger by setting dimensions as mandatory on the general ledger accounts. Most people that work with Dynamics NAV knows this. But surprisingly many people does not know that you can also specify what dimensions that are mandatory for each account type by using the ‘Account Type Default Dimension’ setup.

For each of your dimensions you can go to the ‘Account Type Default Dim’ and setup if the dimension is mandatory for all transactions with a certain type. As an example, the below setup defines that the ‘CUSTOMERGROUP’ dimension is mandatory for all Customers (table 18). This way you will not be able to post anything without this dimension against any of the customers independent on what is setup to be required on the general ledger accounts.

Olof Simren - Freelance Microsoft Dynamics NAV Expert

Naviona - Microsoft Dynamics NAV Partner