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Finance | Project Operations, Human Resources, ...
Unanswered

Financial Dimensions are not changing automatically if we select different items

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Posted on by 86
Hi Experts,
 
In a sales or purchase contract if a user has selected one item in that contract its financial dimension automatically comes up which already exist in my system but now if the user is selecting any other item its financial dimensions are not changing. Can you please help how to fix this issue?
 
 
Thanks in advance looking forward to hear from you.
I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    301,321 Super User 2025 Season 2 on at
    Hi Community user, 
     
    Did the user create a new line or changed the existing line? I would recommend creating a new line as the dimensions will be merged from the released product. Only when particular dimensions don't have a value, they will be copied from the product.
  • Hana Xue Profile Picture
    Microsoft Employee on at
    Hi,
    Can you provide detailed screenshots or relevant paths? Based on your description, you can check the project and contract settings to see if any default dimensions are specified at the project contract level.
    For more information you can check out the following link:
    Financial dimension defaults | Microsoft Learn
    Best Regards,
    Hana
  • Community member Profile Picture
    2 on at
    Hi Hana and Andre thank you so much for replying.
     
    for example while creating a purchase/ sales contract if we add any item its financial dimension automatically comes up its a customization but if we want change that item old dimensions are coming and we are changing it manually as of now. so want your help in this issue. can you please tell me how to fix this.
  • André Arnaud de Calavon Profile Picture
    301,321 Super User 2025 Season 2 on at
    Hi Arun,
     
    I already provided the answer in my previous reply. It is working for new lines. If you have an existing line, during the merge of dimensions, it will only copy the dimension values if there is no value for these dimensions on the line.

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