web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Default financial dimension is not applied for creating a new vendor by using a template

(0) ShareShare
ReportReport
Posted on by 10

Hi all

I am using default financial dimensions for vendors.

This works perfectly when creating a new vendor without a template.

As soon as I use a template to create a new vendor, this functionality is no longer applied.

I created the template without the vendor dimension as it is described. The value for the financial dimension vendor should be taken from the new vendor number by default. Unfortunately this does not happen, the financial dimension is not automatically filled with the new vendor number.

Does anyone have any idea what could be causing this problem?

Thank you very much!

I have the same question (0)
  • Verified answer
    saurabh bharti Profile Picture
    15,045 Moderator on at

    Hi,

    I tried creating the same and it works for me

    Lets use this vendor as template

    pastedimage1667219523641v1.png

    Create new vendor , use template

    pastedimage1667219563177v2.png

    It copies diemnsions

    pastedimage1667219596028v3.png

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 617

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 461 Super User 2026 Season 1

#3
Syed Haris Shah Profile Picture

Syed Haris Shah 298 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans