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Exporting Invoices with Dimensions

Posted on by Microsoft Employee

Dear Community,

We are trying to generate custom reports by exporting invoices from Dynamics 365 for Financials, one important piece of information we need to generate those reports, is the dimension set (combination of dimension values).

We tried to export both Posted Sales Invoices (page #143) and Posted Sales Invoice (page #132), none of them include dimension set value. They do have two shortcut dimension codes, but we have more dimensions set up.

Could someone can point to the right page/query that we can use to export invoices with dimensioin information? 

Thanks much in advance!

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  • AJAnsari Profile Picture
    AJAnsari 5,752 on at
    RE: Exporting Invoices with Dimensions

    Glad to be of help!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Exporting Invoices with Dimensions

    Hi AJ,

    Great, it works! Thanks a lot!

    Eugene

  • Verified answer
    AJAnsari Profile Picture
    AJAnsari 5,752 on at
    RE: Exporting Invoices with Dimensions

    Hi Eugene,

    You can do it by using the Customer Ledger Entries page. This page contains a reference to the Dimension Set ID field. (This page also has a link to the General Ledger Entry No., in the Entry No. field in case you need to tie it to the G/L Entry for additional detail).

    The Dimension Set Entries page ID is 479, and the Customer Ledger Entries page ID is 25.

    If you need detail from the Posted Sales Invoice or Posted Sales Invoices, you can create a data model in Power BI or Excel/PowerPivot by stitching together the Posted Sales Invoice (or Invoices) page to the Customer Ledger Entries page:

    In Customer Ledger Entries page,

    filter the Document Type field to Invoice,

    and link the Document No. field to the No. field in the Posted Sales Invoice page.

    This should help you get to where you want to go.

    I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"

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