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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / dimensions for project
Finance | Project Operations, Human Resources, ...
Suggested Answer

dimensions for project

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Posted on by PEKA 16
Hi,experts!
Please hep me. I struggle dimensions of projects.
I create dimensions in each project. And I have to create journals without project#, because I cannot find entrybox for project#.
So, I have to create all dimensions in journals by manual entries.  Very inconvinient.
Moreover, when I refer dimensions of project, I cannnot copy them to dimensions of journal in bulk.
Ex)payment journal, invoice journal, general journal etc.,
Anyone have any good ideas????

Or, can I upload journals with dimensions in bulk on a spread sheet?
I have the same question (0)
  • Suggested answer
    Magno Pereira Profile Picture
    Magno Pereira 2,435 Moderator on at
    After creating the financial dimensions, have you added them to the account structure?
     
     
    If they are part of the account structure, you can also use them in Excel when you open the journal lines. You just need to configure the "Financial dimension configuration formats for data entities".
     
  • Suggested answer
    PEKA Profile Picture
    PEKA 16 on at
    Hi, Magno.
    Thank you for your answer.


  • Suggested answer
    PEKA Profile Picture
    PEKA 16 on at
    Sorry,deleted.
  • PEKA Profile Picture
    PEKA 16 on at
    Hi,Magno.
    Thank you for your answer.
    But I cannot understand it. I am not a system administrater but just a general user.
     
    >After creating the financial dimensions, have you added them to the account structure?
    Do you mean this is a personal set up issue? Or a company's issue?
    So, by creating "account structure", can I get an input box for "project#" in a line of e.g.) customer payment journal?
    I need "project#" in a line of e.g.) customer payment journal for tieing to financial dimensions settled in the project#.
    In addition, so do I in a line of Invoice journal, general journal ,etc.
     
    >If they are part of the account structure, you can also use them in Excel when you open the journal lines. You just need to configure the "Financial dimension configuration formats for data entities".
    Our company is supposed to restrict upload with excel.....

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