Dynamics Community Forum Thread Details

Dimensions

We are using Microsoft Dynamics 365 Business Central Projects module with some customization.

Inside Projects, we added a customization where:

A planning line is created for an Item
A button is added inside task lines in Projects
On click, a Sales Order is created against that planning line
(similar to a normal Sales Order)

Scenario

We have an Item with the following dimensions:

1. Department
2. Location
3. Fund

Normally, when we create a Sales Order directly, all item dimensions are copied correctly.

However, in our case:

1. We are using Projects to manage large projects
2. Planning lines are created via Project Journal
3. Dimensions are assigned at project journal for those items which does not have dimension values on their item card. While posting those project journal lines project ledger entries would be created from where we are pulling dimension on sales order which will be created from projects.

Issue

When the Sales Order is created from the Project Planning Line:

✅ Location dimension is copied from project ledger entries
✅ Fund dimension is copied from project ledger entries
❌ Department dimension is not copied from project ledger entries

While checking via Inspect Page, the system shows:

Location and Fund are Global Dimensions
Department is NOT a Global Dimension
Because of this

Department dimension does not appear on the Sales Order

Requirement

We do not want to change Global Dimensions.

We want to understand:
How can a non-Global Dimension (Department) be transferred to the Sales Order when it is created from a Project Planning Line?

Thanks

Any guidance or best practice would be appreciated.

Categories:

Dynamics 365 Business Central

Dynamics 365 Business Central migration

Namaste @peter fun

Have read the query. To flow dimensions from project planning lines I have two solutions suggested

1) Copy Dimension Set id from project planning line if all dimensions are same for project planning line and sales order line. Automatically all dimensions will flow to Sales Order line

2.1) Create field "Department" in both planning lines and sales lines and posted sales documents

2.2) Wrtie a script to flow "Department" Dimension into Lines

2.3) Make Department 3 as shortcut 3