Dynamics 365 CommunityForums Finance forum dimensions for project

dimensions for project

(0) Share

Report

Posted on by CU27091214-0

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?

Categories:

Other

All responses (1)

Answers (0)

Suggested answer

Magno Pereira 2,416 Super User 2024 Season 2 on at

Like (0)

Report

dimensions for project

After creating the financial dimensions, have you added them to the account structure?

Configure account structures - Finance | Dynamics 365 | Microsoft Learn

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".

Financial dimension configuration - Finance & Operations | Dynamics 365 | Microsoft Learn