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Dynamics 365 Community / Forums / Finance forum / Change description nam...
Finance forum

Change description name of one of values in a financial dimension.

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Posted on by 25

I want to change the description of one of the dimension values on our "Location" financial dimension.

When i go into GL>Financial Dimensions>Location>Dimension Values> and choose the location i want to change name of, and press Edit the description field does not allow editing?

Is this possible another way, permissions problem or just cant be done?

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  • Theja Pachipala Profile Picture
    20 on at
    RE: Change description name of one of values in a financial dimension.

    You can change the business unit or modified the name.

    Find the record in Organization administration> Organizations> Operating units. 

    Edit it and Save . You can verify it now in financial dimensions.

  • Ties Philippi Profile Picture
    960 on at
    RE: Change description name of one of values in a financial dimension.

    Hi Sew,

    At Matt asked, this situation happens when the dimension value is based upon another field in D365.

    We can help you further, but we would need to have a screenshot from the dimension showing it's setup (so not the actual dimension value).

    Could you please provide this screenshot.

    Best regards,

    Ties

  • SEW Profile Picture
    25 on at
    RE: Change description name of one of values in a financial dimension.

    No. Our financial dimension are not derived by customer.

    When I go into Dimension values, it does not let me change the description value.

  • MATTGUO Profile Picture
    22,317 Moderator on at
    RE: Change description name of one of values in a financial dimension.

    Hello SEW,

    Please let us know if your problem has been resolved.

  • MATTGUO Profile Picture
    22,317 Moderator on at
    RE: Change description name of one of values in a financial dimension.

    Hi SEW,

    As i said before, you need to change the basic data. Here is an example.

    1. The value come from the basic data of customer and it can not be changed.

    58767.png  7776.png

    2.Go to customer and change the value.

    5430.png

    3.Check the result.

    6786.png

    But for some basic data, it does not work. Because the fields are locked.

  • SEW Profile Picture
    25 on at
    RE: Change description name of one of values in a financial dimension.

    no all of them

  • MATTGUO Profile Picture
    22,317 Moderator on at
    RE: Change description name of one of values in a financial dimension.

    Hi,

    Do you mean that only one value can not be changed and other values can be changed on the same one dimension?

  • SEW Profile Picture
    25 on at
    RE: Change description name of one of values in a financial dimension.

    No it is not custom. It just wont let me change the name of one of the values.

  • MATTGUO Profile Picture
    22,317 Moderator on at
    RE: Change description name of one of values in a financial dimension.

    Hi SEW,

    Where does the dimension value come from?

    If it is custom dimension, the value can be changed directly.

    If it is from the other basic data, you need to change the value of basic data.

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