Hello!
Is there a way or is it even possible that the system assigns automatically "X" dimension to everything that gets posted in "Y" account?
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Do you mean to say the dimension attached default to particular account
If it is then yes it is there that you can assign default dimension to every account.
You can assign Default Dimension to the account.
Hi,
In NAV system we can specify a total of 8 shortcut dimensions. The program defines the first two shortcut dimensions as being the same dimensions used as global dimensions. You can select the remaining six shortcut dimensions from among the dimensions your company has set up. These six shortcut dimensions can also be changed regularly to suit company needs.
But as per your question: you can set two dimension (Global dimensions) which will be automatically selected whenever you create a document.
Hi Polux1986
Your Requirement is not Clear and its better if you can little explain it. you can select default dimension to G/L Account but that will not get automatically posted during the Transaction you have to select the Dimension then only G/L Get posted with Dimension.
If your G/L Must have a Specific Dimension then you can go to Edit G/L Account and go to Dimension from the dimension select dimension you want and Dimension Value Code and Value Posting to Same code
This way this G/L will demand every time when entries getting posted to this the selected dimension for this account but user has to select the same dimension on his transaction otherwise system will give you an error.
Thanks
Indika
If your requirement is to tag a specific Dimension to every transaction that is been posting to a selected GL account, then Microsoft Dynamics NAV have a function for that.
Go to Chart of account and then double click on the G/L Account. Once the master card is been open click on the Dimension or use the shortcut key of "Ctrl +Shift +D".
Once the default dimension window is opened you can select the dimensions that you want to tag for each transaction.
(Test is by posting an entry through a journal)
The issue is that you have to remember to do that for EVERY new account that gets added to the Chart. You can't just say "for this Chart of Account, these dimensions are mandatory, now and for every account that gets added, even by someone who may not be fully aware of the need and implications".
another issue I haven't seen addressed is for Balancing Account type entries, how do you put in the associated, MANDATORY, dimension(s) to be used by the balancing account?
I think it is how it should be, because if a new account is been added to the system then system will not know which dimension it should tag along. Therefore it should be a user's responsibility to tag relevant dimensions to the account.
I disagree.
If the original design requires MANDATORY dimensions for GL accounts, you should be able to set up that requirement up front, for all current and all future accounts added in the Chart of Accounts.
And how exactly do I enter a mandatory dimension value for a balancing account?
Yes, it is possible, but you would need in advance to tell the system that it is needed. That is, for every "Y" account you would need to setup Default Dimension value on the account card:
Here is a reference to official source: https://msdn.microsoft.com/ru-ru/library/hh171183(v=nav.90).aspx
Here is a good article on the matter: https://navtipsandtraining.com/2014/04/05/default-dimensions/
Raokman, how about using Account Type Default Dimensions for G/L Account table?
msdn.microsoft.com/.../hh167859(v=nav.90).aspx
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