Default Financial Dimension in Purchase Requisition

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Dear Champions,

When I create a Purchase Requisition, there are default financial dimensions added.

I have observed that the Default Financial dimension of ‘Purchase Requisition’ is predominantly from ‘Released Product’ except for those of ‘Business Unit’ which seems to pull from User’s Dimension.

What is the default rule of applying Financial Dimension in Purchase Requisition? Please mention if there's any configurations controlling these.

Will the same Requisition dimension be applied for other Procurement entities (like RFQ PO, Invoice)?

Check out the below screenshot

1.97.png

Regards,

Sarath

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Ludwig Reinhard Microsoft Employee on at

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Hello Sarath,

There is no configuration available that would allow you to define which findims are taken from the different elements (product, employee, main account, etc.).

This is the standard behavior that D365FO ships with.

Best regards,

Ludwig

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Community Member on at

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Thanks Ludwig.

However, I am just curious to know the standard behavior of D365 on auto selecting the financial dimensions. Which is the order of priority considered for Findim on a Purchase Request?

Many Thanks,

Sarath

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MATTGUO 22,353 Moderator on at

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Hi Sarath,

It depends on the order that the dimension value is filled in. A later dimension value can not override the previous value.

For example, when you add a line in PR line, the business dimension value of employee is filled in first, the later value of item can not override it.

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Community Member on at

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Dear Mattguo,

Based on your explanation, I have tested the FinDim of Purchase Request with the entities - Employee, Released Products, Vendors.

When I create a Purchase Requisition (PR), The dimension taken is in the decreasing order of priority as 1. Employee 2. Released Product 3. Vendor with Trade Agreement applied. We cannot use Purchase Agreement here because that is applied only in PO level and bot in PR level.

This takes care of the initial clarification. However, do you recommend extending this case for any other additional entities?

Below is the proof:

Regards,

Sarath

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MATTGUO 22,353 Moderator on at

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Hello Sarath,

You can test if this case is applied to all the businesses that you need to do.

In general, i think that our goal should be to make maintenance and management easier.

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