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When we process transfers between warehouses using a mobile device a financial dimension is required although transfers do not generate financial voucher

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Althoug transfers between warehouses do not generate Financial vouchers in D365, when we process a transfer between locations using a mobile device, a financial dimension is required and it is not possible to process the transaction because there is no way to add any financial information.

The ledger account configured for Inventory expenditure (gain/loss) has financial dimensions configured, but those are not required for transfers, so I don´t understand why it is required only when we use mobile devices.

Any idea about how to manage transfers with mobile device without having to change the ledger account configurations?

Thanks in advance

best regards

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,162 Super User 2025 Season 1 on at
    RE: When we process transfers between warehouses using a mobile device a financial dimension is required although transfers do not generate financial voucher

    Hi Silvia,

    Can you tell us if the from and to warehouses are on the same site? When you use a transfer journal, you don't have the same error message?

  • SILVIA RUIZ Profile Picture
    SILVIA RUIZ 85 on at
    RE: When we process transfers between warehouses using a mobile device a financial dimension is required although transfers do not generate financial voucher

    Hi! The storage dimension group is at Site level as you can see, so when we  process transfers by journal there is no voucher and any messages about financial dimensions

    pastedimage1672927993439v1.png

    The financial dimension request is only whe we process transfers by mobile device

    Any suggestions there?

    thanks!

  • SILVIA RUIZ Profile Picture
    SILVIA RUIZ 85 on at
    RE: When we process transfers between warehouses using a mobile device a financial dimension is required although transfers do not generate financial voucher

    Hi! No, I don´t. It is configured at Site level

    best regards,

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,162 Super User 2025 Season 1 on at
    RE: When we process transfers between warehouses using a mobile device a financial dimension is required although transfers do not generate financial voucher

    Hi Silvia,

    Can you share the setup you have for the Storage dimension groups? If the financial flag is enabled, it will assume costs is involved and will prepare vouchers.

  • nunomaia Profile Picture
    nunomaia 11 Super User 2024 Season 1 on at
    RE: When we process transfers between warehouses using a mobile device a financial dimension is required although transfers do not generate financial voucher

    Do you have financial inventory cost at warehouse level ?  

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