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Small and medium business | Business Central, N...
Suggested Answer

Validate Dimensions During PO Workflow

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Posted on by 3,518

Hi:

Validation of dimension combinations is conducted for purchase orders at the time of posting those purchase orders as purchase invoices.

But, is there a similar way through a workflow or some other means of validating the dimension combinations upon first entering a purchase order?

Thanks!

John

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  • Suggested answer
    Dallefeld Profile Picture
    225 User Group Leader on at

    That's not a standard feature. The best we have is the Posting Preview.  

    The situation with validating as a PO is entered is at what point do you validate?

    And then thinking this through If your using items, you must read the general posting setup to determine the GL account and then look at the GL account's settings for dimension to see if they are required. Now add in line discounts, invoice discounts, etc and get those GL accounts from posting setup and check their dimension requirements.

    A customization that runs before the Release function and not allow the order to release could be built but it's not standard.

  • Suggested answer
    Dallefeld Profile Picture
    225 User Group Leader on at

    John, there is nothing standard for validating dimensions during data entry. It becomes a matter of 'when and what to validate'.

    The best we have is the posting preview.

    If you think about the validation, first you must find every general ledger account that will be affected during the posting and then review their dimension requirements to determine what validation is required. This is why the validation is done during posting preview.

    I believe a customization could be built that you could execute before releasing your purchase order, maybe even before, sending for approval. The customization would basically replicate the preview posting but only give errors related to dimension issues.

  • Dallefeld Profile Picture
    225 User Group Leader on at

    Sorry this posted twice....

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