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Dimensions/Purchase Invoice/Check or ACH Payment

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Posted on by PB-29051855-0

I am trying to make sure dimensions are coded on our transactions correctly. I have been playing around with this for a while. All of the Accounts have this dimension set up on them as a default dimension.

I create an invoice and my entries are as follows:

Account Number - Account Name - Dimension - Debit - Credit

900007 Legal Expense 900 125

300000 Accounts Payable 300 125

I post this and go to my payment journal to pay the invoice with a check or ACH payment - This is the result I would like to see for the journal entry:

Account Number - Account Name - Dimension - Debit - Credit

100000 Cash 100 125

300000 Accounts Payable 300 125

This is what actually happens or both dimensions are 300:

Account Number - Account Name - Dimension - Debit - Credit

100000 Cash 100 125

300000 Accounts Payable 100 125

I can't get this entry to accept 2 different dimensions for the separate lines when trying to post the payment.

Am I asking for too much or do I have a setting not set up properly for payables/purchasing?

Any help would be appreciated!

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Dynamics 365 Business Central

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YUN ZHU 92,797 Super User 2025 Season 2 on at

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Dimensions/Purchase Invoice/Check or ACH Payment

Did you post the details in one line? Using Balance Account?
Try splitting it into two lines. This should re-acquire the default dimension for each lines.

Hope this helps.

Thanks.

ZHU

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PB-29051855-0 92 on at

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Dimensions/Purchase Invoice/Check or ACH Payment

Thank you - I have tried that, but I am trying to pay a vendor from a bank account. When I do two lines, it does not allow me to print a check based on a negative amount. I also have a response to change the line to my accounts payable dimension which is 300 and the bank account should pull in its dimension of 100. That does not happen - I still either get 300 on both lines or 100 on both lines for my Catseg - see highlighted in yellow below. Is there a dimension set up that I am missing in either g/l setup or payables setup?

Any help is appreciated.

Thanks,

Patti

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Sohail Ahmed 11,089 Super User 2025 Season 2 on at

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Dimensions/Purchase Invoice/Check or ACH Payment

You're not asking for too much—this behavior is fixable with the right setup.

What’s happening is that when you pay the invoice, the dimension from the balancing account (Cash) is being overwritten by the dimension of the original transaction (AP) due to how dimension propagation works in Business Central.

✅ Here's how to fix it:

1. Check your Default Dimension rules:

Go to Chart of Accounts > Cash Account (100000).

Make sure the Default Dimension is set with "Code Mandatory" and not "Same Code".

Do the same for Accounts Payable (300000).

2. Enable “Copy Dimensions” setting properly:

Navigate to General Ledger Setup > Copy Dimensions.

Ensure the settings allow copying from the document line and not forcefully from the header or original vendor invoice.

3. Manual Override (if needed):

In your payment journal, you can manually assign the correct dimension to each line before posting. The system allows different dimensions on separate lines.

> So no, you're not doing anything wrong fundamentally—it’s just a matter of adjusting the setup to let the system respect dimensions per account during payments.

If this helped, mark it as the verified answer ✅

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PB-29051855-0 92 on at

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Dimensions/Purchase Invoice/Check or ACH Payment

Thank you for your response, I am not finding the "Copy Dimensions" in the General Ledger Setup.

I did make both of those accounts code Mandatory and I am still having the same issue. Both to 100 or 300. When I add the Category Segment to the payment journal line, whatever I put in that box carries over to both entries.

Thanks for your help.

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Mansi Soni 8,881 Super User 2025 Season 2 on at

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Dimensions/Purchase Invoice/Check or ACH Payment

Hello,

You're not asking for too much - this is a common requirement and achievable in Business Central, but it involves correct setup and understanding of how dimensions flow through transactions. The issue you're facing is likely due to the dimension value being inherited from the vendor or the original purchase entry when posting the payment.

By default, Business Central carries forward the dimension from the original document (like a purchase invoice) to related transactions (like payments), which is why the Accounts Payable line is picking up the same dimension as the cash account (100) rather than retaining its original (300).

To ensure separate dimension values for each line in the payment journal, you must manually override the dimension on the payment journal lines or use dimension rules and combinations through the Default Dimensions setup for each G/L account.

Additionally, check your dimension priority settings and review the dimension behavior of the vendor and the payment journal template to ensure they're not overriding what you're trying to achieve.

Hope this answer will help you!

Regards,
Mansi Soni

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YUN ZHU 92,797 Super User 2025 Season 2 on at

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Dimensions/Purchase Invoice/Check or ACH Payment

This should be standard behavior and doesn't seem to be fixable except by customization... You can discuss the specific requirements with your partners.

Thanks.

ZHU

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PB-29051855-0 92 on at

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Dimensions/Purchase Invoice/Check or ACH Payment

Thanks to everyone in the community that has tried to help with this situation.

I have tried every set up in dimensions to adjusting the payment journal to basically have a vendor and a bank account on the line and I still cannot get this work; it is still either pulling in the cash account dimension or the accounts payable dimension and it does not seem to care what the default dimensions are on the checkbook/cash account or vendor account. I even changed that dimension to a global dimension and I still can't get this to work.

It seems like it would be a really easy entry to make in a double entry accounting system when the accounts all have default dimensions set up. I think my only solution will be to do a dimensions correction each time I process a check. I am assuming I will have the same result when processing an EFT.

We are a pretty simple financial company that just pays operating expenses and we do not have inventory or anything. We pay the bills on every Thursday and we only enter what we are paying that day so our Accounts Payable account will always be zero.

Thanks again Community!

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Jainam M. Kothari 12,132 Super User 2025 Season 2 on at

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Dimensions/Purchase Invoice/Check or ACH Payment

Hello,

when posting a payment for a purchase invoice, the system may incorrectly apply the Cash account's default dimension to both the Cash and Accounts Payable lines, overriding the original dimension from the invoice. This happens because the payment journal doesn't automatically retain dimensions from the original transaction.

To resolve this, ensure default dimensions are properly configured with strict value posting rules, manually adjust dimensions in the payment journal before posting, or use the Correct Dimensions tool after posting.

For automation, a custom extension may be needed to carry over dimensions accurately.

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