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Finance | Project Operations, Human Resources, ...
Answered

PO Line Financial Dimensions Not Auto-Populating – Configuration or Custom Code?

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Posted on by 167
Hi everyone,
 
When I create a new Purchase Order line in D365 F&O, the Financial Dimensions are not being auto-populated.
 
I investigated the PURCHLINE table in SSMS and confirmed that the DEFAULTDIMENSION field is always 0 on every new line until I fill the dimensions manually — at which point it gets assigned a RecId.
 
What I already checked:
- Vendor has no default dimension
- PO Header has no default dimension
- Account structures are active and configured correctly
 
My questions:
1. What is the standard defaulting hierarchy for financial dimensions on PO lines (vendor, item, procurement category, templates, etc.)?
2. Is there an out-of-the-box configuration that enables auto-population of dimensions on PO lines, or does this always require a custom X++ development and if so from where should I read the Default dimension?
3. If the business requirement is to default dimensions from a specific source (e.g. the worker linked to the logged-in user), is that achievable through configuration or is it purely a customization?
 
Thanks
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  • Suggested answer
    Subra Profile Picture
    1,247 on at
    Hi @Raed Salah Bzour

    I hope first level hierarchy will be from item master and if we don't have anything in item level. it will look for vendor master.

    I think it's should without configuration. 
     
    Thanks,
    Subra

    If this helped, please mark it as "Verified" for others facing the same issue
  • Verified answer
    André Arnaud de Calavon Profile Picture
    305,643 Super User 2026 Season 1 on at
    Hi Raed,
     
    Let me start with the default defaulting of the default dimensions on orders. This will answer your first 2 questions.
    The dimensions from the vendor are defaulted on the PO header. Then you can make edits.
    The dimensions from the PO headers are defaulted to the PO lines and then enriched with dimensions from the item master. It will then not override dimensions values that got inherited from the header. 
     
    About your last question: If you want to have dimensions being defaulted on a PO line from an employee, this will require a customization. 

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