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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Defining financial dim...
Finance | Project Operations, Human Resources, ...
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Defining financial dimensions by legal entity

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Posted on by Community Member

Hello everyone, 

We are currently analyzing the possibilities regarding opening a new legal entity in our system - with focus on financial dimensions. 

We already have 4 other fully operational legal entities that have separate chart of accounts (both PL and BS), and use the same financial dimensions. 

The request is that the new legal entity uses some of the same financial dimensions, but also have his own specific dimensions.

1. For existing financial dimensions, since they are shared across LE's - the only possibility for restricting access to them is by using the legal entity override? I could not find anything else for restriction by LE. 

2. For new financial dimensions applicable only for the new LE - to use options such as custom financial dimension and use those when configuring the account structure - in the adding segments section?

Any other suggestions I should follow? 

Regards, 

Teodora

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,769 Super User 2026 Season 2 on at

    Hi Teodora,

    You can manage using account structures and advanced rules which dimensions will be used and what values are allowed. This would be a better approach compared to suspending them on the legal entity overrides.

    For the new company, you have to create new account structures to manage the scenario to use some existing dimensions and the new ones.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Teodora,

    Fully agree with Andre.

    You don't have to suspend them in the other companies.

    If the other 4 legal entities don't need those additional findims then there should be no issue as long as they are not included in the account structures used for those companies.

    Comment/Question:

    What makes the new company that special that it requires additional findims compared to the other companies that you already have? Do they run a completely different business model?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hello Andre/Ludwig,

    Thank you for your reply.

    To answer your question regarding the new company, yes, it has a different business model than the others - it is part of the same organizational structure , but it runs like a educational center with academies and courses.

    It does not need all the financial dimensions the other 4 entities use in the accounting structure.

    However, there are some dimension values they share.

    For example, we have a findim customer and some of the customers used by the other 4 LE's will be used by the new LE as well. This is the part that troubles me the most. How to make only part of those customers visible for the new LE, but not all? That is I thought of the legal entity override.

    Regards,

    Teodora

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Teodora,

    Is it painful if you see also the other customers and customer findims in the new company?

    I don't see a problem there because if somebody uses a 'wrong' customer and tries to post an invoice, the account structure rules will hit in and prevent this posting.

    I would rather keep it simple if possible.

    What do you think?

    Best regards,

    Ludwig

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,046 on at

    could keep accounts structure same but different COA for the legal entities and then have generic rules in structure based on unique accounts requirement

    alternatively could consider exploring advanced rules

  • Community Member Profile Picture
    Community Member on at

    Yes, I agree with you.

    Will present this as a possibility in order to keep things as you said, as simple as possible.

    Thanks so much!

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,769 Super User 2026 Season 2 on at

    Hi Teodora,

    If you have a customer dimension based on the customers, the you can only choose the values per company. So, only the values for each legal entity are then visible.

    If it is a dimension with custom values, you can use the account structure and advanced rules to define which customer values are allowed in the new legal entity.

  • Community Member Profile Picture
    Community Member on at

    Hi Andre,

    We have customer dimension based on global customers, which I think is visible for all legal entities and can not be restricted. The same is for projects dimension, it is based on global projects.

    These two are the ones that we would like to be partially visible in the new legal entity, but I have not found a way to restrict them.

    Regards,

    Teodora

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,769 Super User 2026 Season 2 on at

    Hi Teodora,

    I'm not on the same page with you yet. Is your dimension based on custum values or based on the customers table? Did you use cross company data sharing to have customers global?

  • Community Member Profile Picture
    Community Member on at

    Hi Andre,

    To answer your question:

    1. We are planing to use some custom dimensions which will be visible only for the new legal entity by including them in the LE's account structure - this is good.

    2. Then we have a dimension D2_Customer that takes values from global customers (this is a customization we did) which uses company data sharing - here are all customers from all entities. This I don't believe we can partially hide from the new legal entityCustomer-dimension.png

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