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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Automatic assign dimen...
Small and medium business | Business Central, N...
Answered

Automatic assign dimenions to customer card

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Posted on by Tony00001 50

Hi, 

I added field to Dimensions table checkbox with name "Customer". Now I want to auto assign Dimension Value, when i create new Customer, after assigning customer number, the system will automatically assign the Customer dimension which will be the same as customer number.

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    THE Italian Profile Picture
    THE Italian on at

    Maybe this one could be helpeful

    www.encorebusiness.com/.../

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,105 Moderator on at

    I don't think there is any out of the box functionality that does that.

    But if you use the customer template then you can define dimensions in the template. That is what is there out of the box.

    pastedimage1659398889203v2.png

    To really do what you ask for you will have to do a customization.

    You should also be aware that the customer no. basically is on all transactions in the system that origins from a customer transactions.

    In the ledger tables you will typically find them by using the two fields source type and Source no.

    Filter on source type = customer and Source No = customer no. and you will have every transaction related to that customer.

    Basing your reporting on that could be an alternative to do a customization.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,331 Super User 2025 Season 2 on at

    Hi, this can be customized, and not very difficult.

    You can add your code to OnInsert (Table) Trigger of Customer table.

    More details: https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/triggers-auto/table/devenv-oninsert-table-trigger

    In the code, you need to insert the value of Dimension Value (349) first (Customer No.), and then insert it into Default Dimension (352)

    pastedimage1659399550539v2.png

    pastedimage1659399430833v1.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,698 Moderator on at

    Hi Tony00001 ,

    its required a customization, to create a new dimension and attach to the customer card, Please consult with your Development partner to help on this.

  • Tony00001 Profile Picture
    Tony00001 50 on at

    Can I ask for any code example? I'm newbie.

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 95,331 Super User 2025 Season 2 on at

    Hi, just a simple example, hope this helps.

    tableextension 50115 ZYDimensionExt extends Dimension
{
    fields
    {
        field(50100; IsCustomer; Boolean)
        {
            Caption = 'Is Customer';
            DataClassification = CustomerContent;
        }
    }
}

pageextension 50115 ZYDimensionsExt extends Dimensions
{
    layout
    {
        addafter("Filter Caption")
        {
            field(IsCustomer; Rec.IsCustomer)
            {
                ApplicationArea = All;
            }
        }
    }
}

tableextension 50116 ZYCustomerExt extends Customer
{
    trigger OnAfterInsert()
    var
        Dimension: Record Dimension;
        DimensionValue: Record "Dimension Value";
        DefDimension: Record "Default Dimension";
    begin
        Dimension.Reset();
        Dimension.SetRange(IsCustomer, true);
        if not Dimension.FindFirst() then
            exit;
        if not DimensionValue.Get(Dimension.Code, Rec."No.") then begin
            DimensionValue.Init();
            DimensionValue.Validate("Dimension Code", Dimension.Code);
            DimensionValue.Validate(Code, Rec."No.");
            DimensionValue.Insert();
        end;

        DefDimension.Init();
        DefDimension."Table ID" := 18;
        DefDimension."No." := Rec."No.";
        DefDimension.Validate("Dimension Code", DimensionValue."Dimension Code");
        DefDimension.Validate("Dimension Value Code", DimensionValue.Code);
        DefDimension.Insert();
    end;
}

    pastedimage1659578050273v1.png

    pastedimage1659578100075v3.png

  • Tony00001 Profile Picture
    Tony00001 50 on at

    Thanks so much, I did a little modification to code, and works perfectly.

  • Mai lah Profile Picture
    Mai lah 25 on at

    Hi, when i'm traying to do this with Customer Country dimensions, it doesn't work.

    I mean i got automaticaly addedd as Customer dimension, no as Customer Country.

    My intention is, to automatically adding to Dimension Default, which is taking by Dimension Value.

    Any idea how to do this? I tried everything i guess.

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