Derived Dimension Setup in Microsoft Dynamics 365 Finance and Operations

Dear Microsoft BizApps Community,

Welcome to my next blog on Financial Derived Dimension Concept and its configuration

What is Derived Dimension in Finance?

Assume a business has Department and Cost Centre as Dimension and selecting a Department, a Cost Centre dimension value will automatically be derived from the setup, this is called Derived Dimension setup

Business Scenario

An organization has 3 Dimensions as follows

1. Department
2. Business Unit
3. Cost Centre

User will select Department value and the other three dimensions will be auto derived from the setup

Configuration

Navigate to general Ledger Module->> Chart of accounts->> Dimensions->> Financial Dimensions

Now select the dimension on which we want to setup the derived dimensions (or our case- it is department)

Select Department->> navigate to “Derived Dimension” option

Derived Dimension form will open, here we add segments (dimension) at first

Now we shall add the dimension values in the segments we added for department, see below

The Configurations are done

Now lets check the result in a transaction

We created an AP vendor invoice journal, here we selected ‘Department’ and rest two dimensions derived from the setup as per the expectation

Also, the derived dimensions are prevented from changes manually as per the setup we have done

That’s it for the blog, I hope you have learnt something from this blog

Stay tuned for the next article