Limiting dimension values allowed with 1 G/L account

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I have a client running NAV 2015. They have one dimension "Dept". It is the Global 1 dimension and a short cut dimension. They have set the Account Type default to all tables "0" and "Code Mandatory". Now they want to limit what department values can be entered when using G/L account number 5010. When I go into G/L account number 5010, it won't let me add the department numbers they want (ie 20220..20280 department codes only). NAV keeps telling me that there is already a default set up and refers back to the Account type default. How do I fix this so Department codes are mandatory on all tables but G/L account 5010 can only have 20220..20290?

Thanks in advance

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keoma 32,729 on at

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i assume you mean using g/l account type in sales lines.

to add new dimension values, type "dimensions" in the search box of the RTC client and open the page "dimensions". there select the department dimension and click on action button "dimension values". add then the needed dimension values.

after that you can use the new dimension values in the g/l accounts and sales lines.

to filter the allowed dimension values for g/laccount 5010 change the onvalidate trigger of the no. field in the sales line.

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No, I don't need to add new dimensions. I have a GL account number (5010)that should only be allowed to have Dept(dimension) 20220..20290 when posting to this GL account. The problem is that when I try to limit what dimensions are allowed I get this message:

If I go to the Account Type Default Dim. it shows this:

How do I properly set up account 5010 so it will only allow depts. 20220..20290?

Thanks,

J.Elliott

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Tharanga Chandrasekara 23,118 on at

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Check this blog : www.dynamics101.com/.../setup-required-dimension-multiple-gl-accounts-nav-2013

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I can do this. What I can't do is set the filter to only allow some Dept codes.

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We have purchase accounts for inventory.

Due to licensing issues, only certain locations can buy/sell liquor.

We'd like to be able to restrict accounts by a combination of Location and Department (both Global Dimensions).

So, for location 6 for example, which doesn't have a liquor license, we'd like to restrict use of account 2 (purchases) to departments other than the liquor department dimension i.e. no department 9 (liquor) purchases (account 2) allowed for location 6. But for location 9, which does have a liquor license, purchases of liquor should be allowed.

We have multiple labor wage accounts that also should be limited in the departments available to use in combination with them. Repair accounts...

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I have found that you can set up dimension combinations and limit them that way. One other option is to set up your GL accounts as a dimension and then use the dimension combinations.

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Could you expound on dimension combinations?

With 70 departments and 20 locations, are you saying 0101 0102 0103...0201 0202 0203......2001 2002 2003...2069 2070? Create dimensions like that? 1,400 dimensions?

We have to have Location AND Department as Global dimensions, or are you suggesting we take that down to one combination dimension? I could see how it would work in most cases but getting reports out, by either Location, or by Department, might be a challenge, especially given our Partner...

And wouldn't you still have an issue restricting a GL account to a specific dimension?

Don't understand your idea of dimensionalizing the GL account number?

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Dimension combinations let you limit what departments and locations can be used together. Depending on what version you’re using, it can be found here:

Here is an article explaining it:

https://msdn.microsoft.com/en-us/library/hh168803%28v=nav.70%29.aspx?f=255&MSPPError=-2147217396

You would keep your dimensions the way they are.

You can make a new Short Cut dimension and have it mimic the GL account numbers. Then you could use the dimension combinations to limit them.

Here is an article on creating new dimensions:

https://msdn.microsoft.com/en-us/library/hh167374(v=nav.70).aspx#Setting_Up_Dimensions

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And all of the dimensions would be Global dimensions?

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they don't have to be global dimensions

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