Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

Financial Dimension Priorities

(2) ShareShare
ReportReport
Posted on by 274
Dears,
 
I want to do a prioritization of the financial Dimension per Entity, example i have a vendor and a bank that has 2 different dimension values for the same Financial Dimension , which dimension should be prioritized to be applied to the Transaction for example payment.
 
Best
HAYAN
  • Kevin Xia Profile Picture
    Microsoft Employee on at
    Financial Dimension Priorities
    Hi,
    Has the problem been solved? If it is resolved, you can mark the thread as verified to make it easier for other users of the forum to view it.
    Best regards,
    Kevin
  • Suggested answer
    Kevin Xia Profile Picture
    Microsoft Employee on at
    Financial Dimension Priorities
    Hi,
    There is no standard functionality for setting priorities like this, you may consider custom development to suit your needs. If you don’t have a developer, you can seek help from Microsoft partners who will provide you with customized services. Refer to this URL for more details: Find the right app | Microsoft AppSource.
    Best regards,
    Kevin
  • Suggested answer
    Bharath jain Profile Picture
    1,029 Super User 2025 Season 1 on at
    Financial Dimension Priorities
    Hi Hayan,
     
    There is no option to add priority dimension. However, as Billur said you can default financial dimension value for vendor and Bank. 
     
    Regards,
    Bharath Jain
  • Suggested answer
    BillurSamdancioglu Profile Picture
    17,153 Most Valuable Professional on at
    Financial Dimension Priorities
    Hi,
     
    You may default by to select on the bank or the vendor. And then user can change if exceptional dimension to be used.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,272 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,931 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Product updates

Dynamics 365 release plans