Dimension default by logged in user

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Posted on by Samantha73

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Hi All

We have enabled DEPARTMENT as a dimension. However it is not tied to customers, items, locations. Only meaningful default is from the USER. Is there a way to default document dimension by USER?

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Valentin Castravet 24,910 Super User 2024 Season 2 on at

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Dimension default by logged in user

The Salespers./Purch. Code field is present on every sales, purchasing, and service document. It's also available in journals like the general and item journals. Its not available on Projects, Assembly Orders, and Production Orders.

Since OP mentioned customers, items and locations, I'm assuming it's required for sales documents. If that’s the case, it can definitely be used.
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Ahmed Mohamed Rafik 3,049 User Group Leader on at

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Dimension default by logged in user

First i liked the idea of linking the user with a specific Dimension.

But User are system tables not table data.

You can make a customized solution for this.
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YUN ZHU 74,036 Super User 2024 Season 2 on at

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Dimension default by logged in user

Hi, as far as I know, no.
You can set it on the Salespers./Purch. Code as Valentin suggested, but this will only work on documents that have a Salespers./Purch. Code.
If you need to set it directly on the user, this will need to be customized.

PS: Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas

Thanks.

ZHU
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Valentin Castravet 24,910 Super User 2024 Season 2 on at

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Dimension default by logged in user

You can do the following:

1. In the User Setup Page, assign a Salespers./Purch. Code to each user

2. In the Salespeople/Purchasers Page, assign each salesperson/purchaser dimensions

3. When you create a sales/purchase document, the system will automatically populate the Salespers./Purch. Code tied to each user, and the dimensions tied to the Salespers./Purch. Code

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
gdrenteria 12,290 Most Valuable Professional on at

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Dimension default by logged in user

Hi

You could create the user, go to user setup, and if possible relate it to a location or a responsibility center, you could get some default dimensions.

On the other hand, some custom development could be done.

BEst

GR