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Dimension default by logged in user

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Posted on by Samantha73 2,254
Hi All
We have enabled DEPARTMENT as a dimension. However it is not tied to customers, items, locations. Only meaningful default is from the USER. Is there a way to default document dimension by USER?
Categories:
Financial Management
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 22,190 Super User 2024 Season 2 on at
    Dimension default by logged in user
    The Salespers./Purch. Code field is present on every sales, purchasing, and service document. It's also available in journals like the general and item journals. Its not available on Projects, Assembly Orders, and Production Orders. 
     
    Since OP mentioned customers, items and locations, I'm assuming it's required for sales documents. If that’s the case, it can definitely be used. 
  • Suggested answer
    Ahmed Mohamed Rafik Profile Picture
    Ahmed Mohamed Rafik 2,896 User Group Leader on at
    Dimension default by logged in user
    First i liked the idea of linking the user with a specific Dimension. 
    But User are system tables not table data.
    You can make a customized solution for this.
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,760 Super User 2024 Season 2 on at
    Dimension default by logged in user
    Hi, as far as I know, no.
    You can set it on the Salespers./Purch. Code as Valentin suggested, but this will only work on documents that have a Salespers./Purch. Code.
    If you need to set it directly on the user, this will need to be customized.
     
    PS: Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas
     
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 22,190 Super User 2024 Season 2 on at
    Dimension default by logged in user
    You can do the following:
     
    1. In the User Setup Page, assign a Salespers./Purch. Code to each user
    2. In the Salespeople/Purchasers Page, assign each salesperson/purchaser dimensions 
    3. When you create a sales/purchase document, the system will automatically populate the Salespers./Purch. Code tied to each user, and the dimensions tied to the Salespers./Purch. Code 
     
     
  • gdrenteria Profile Picture
    gdrenteria 9,483 Most Valuable Professional on at
    Dimension default by logged in user
    Hi
    You could create the user, go to user setup, and if possible relate it to a location or a responsibility center, you could get some default dimensions.
    On the other hand, some custom development could be done.
    BEst
    GR

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