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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Changing financial dim...
Finance | Project Operations, Human Resources, ...
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Changing financial dimensions on the header of purchase orders (mass update).

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Posted on by SM-17050844-0 87
Hi all,
 
This year we were pleasantly surprised with a new financial structure and now we have to mass update financial dimensions in the headers of the purchase orders (so it can be translated to the lines)
 
Unfortunately changing the financial dimensions from the line with Excel add-in (Purchase orders header V2) entity does not work because there is a validation in the system.
If i do it from the application i am being asked if i want to update the financial dimensions whereas if i do it with excel add-in the dimensions are changed, but not translated to the lines.
I am 99% sure that this is because of this validation in place.
 
Any idea how can i mass update financial dimensions in the header of the PO with excel so it can translate back to the PO lines ?
We are updating only 2 dimensions business unit and cost center so is not that much in general.
 
Thanks
Simeon M
Categories:
Dynamics 365 Finance
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,897 Super User 2024 Season 2 on at
    Changing financial dimensions on the header of purchase orders (mass update).
    Hi Simeon,

    Reading the contents and the name of the data entity, I'm confident you are using Dynamics 365 F&O.

    You can review settings in the parameters where you can select what action to take when changing values on the header. It has options per field what to do: never, always, or prompt.

    The prompt option is probably your validation. You can try to set this to not ask anything, but just update the lines accordingly to what value is changed on the header. You can find this option on Procurement and sourcing parameters, tab General. Click the link Update order lines.
     
    Another option would be updating both the header and lines using the headers and lines entities.
  • Adis Profile Picture
    Adis 2,439 on at
    Changing financial dimensions on the header of purchase orders (mass update).
    Hello,
     
    1.
    Which app are you using, F&O, Finance or another one?
     
    The following comments hold for F&O
     
    2.
    We are updating the financial dimension through Excel-Add in standard entity and it works. Therefore, I would ask you for some more information, screenshot about the validation you mentioned.
     
    3.
    Changing the fin. dimension on the header works differently when you do it in the application vs the excel add-in, i.e. entity.
    Generally, when you put in\change something in a header form, these information is being replicated to the lines, which means, it works when you create new lines, but does not work on existing lines. Therefore, MS implemented the dialog that updates the lines when you update the header information.
    However, that business logic\dialog works when you update it in the application, but not when you update it through the entity, i.e. the excel add-in or any other api. 
     

    I would suggest 2 approaches:

    1. Check if excel add-in works, hence share some more information as I mentioned. Keep in mind, even if it works with excel add-in, you need to do it on every PO, depending how many POs you have, this might not be the best solution.
     
    2. There are custom scripts that run database queries that can update data. Its a solution for correcting\updating data, exactly your scenario.
     
    Hope this helps, 
     
    Adis
     

    Does this answer your question? If so, please mark this response as verified, so other users can see that the question is answered.

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