Using Financial Dimensions in Transfer Orders in D365 FO

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Posted on by Zubair Shaik

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Hi Experts,

Your expertise and assistance is needed to meet the following requirement.

Is it possible to use financial dimensions in transfer orders? If so, please let us know how this can be achieved.

We don't want to mandate financial dimensions because there are no fields available to enter or select them in transfer orders.

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Dynamics 365 Supply Chain Management

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Laurens vd Tang 4,012 Super User 2025 Season 2 on at

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Good day Zubair Shaik,

Unfortunately, that’s not possible in standard Dynamics 365 Supply Chain Management.

My advice is to consider a customization or to raise an idea on Microsoft’s Ideas portal:

Link to the ideas portal: https://experience.dynamics.com/ideas/

As an alternative workaround, you might consider using the transfer journal, which does support financial dimensions.

Best regards,

Laurens van der Tang

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Adis 6,069 Super User 2025 Season 2 on at

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Hi,

Could you explain a bit why you need financial dimensions on a transfer order?

I mean you need or want fin. dim. for postings, however, transfer orders are meant to be transferred from one location to another, so I dont understand whats the purpose of it, without meaning its nonsense, I just dont understand.

Kind regards, Adis

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Zubair Shaik 259 on at

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Hi Laurens vd Tangs,

Thank you for your response. I will definitely consider your suggestion.

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Zubair Shaik 259 on at

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Hi Adis,

Thank you for your response. We have branches across the GCC, and our finance team wants to accurately track and manage inventory movement using branch-level dimensions in transfer orders.

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Mohamed Amine Mahmoudi 26,431 Super User 2025 Season 2 on at

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Hi @Zubair Shaik,

No, not out of the box unfortunately.
You will have to make a customization if you want this functionality.

Best regards,

Mohamed Amine MAHMOUDI

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André Arnaud de Cal... 301,109 Super User 2025 Season 2 on at

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Hi Zubair,

I created an idea on the portal about 7 years ago. Please upvote the idea: Microsoft Idea.
PS. It seems like there are more duplicate ideas on the portal already.

If you need a quick solution, you can go for a customization as suggested below.

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Laurens vd Tang 4,012 Super User 2025 Season 2 on at

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Good day Zubair Shaik,

I believe this question has been answered.

Could you kindly mark the relevant responses as the accepted answer?

Thanks in advance!

Best regards,

Laurens van der Tang

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Yasar Khan - Micros... 11 on at

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Hello Zubair,

There is no standard functionality to support adding Financial Dimensions to Transfer orders, whereas it can be achieved through customization.

I am curious to know how adding the Financial dimension to the transfer order helps you. Could you please share more about your objective or what you're aiming to accomplish with this enhancement?

Thanks,

Yasar

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Zubair Shaik 259 on at

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Thanks, Andre, for responding.

Thanks, Yasar Khan for responding. We have branches across the GCC, and our finance team wants to accurately track and manage inventory movement using branch-level dimensions in transfer orders.

For the time being, I've decided to utilize the Dimension Link feature in Inventory Management to associate Branch with the sites in UAT.

If this doesn't serve the intended purpose, I will explore customization options as suggested below.

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