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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

Validate Dimensions During PO Workflow

(0) ShareShare
ReportReport
Posted on by 3,510

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

I have the same question (0)
  • Suggested answer
    Dallefeld Profile Picture
    211 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
    211 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
    211 User Group Leader on at

    Sorry this posted twice....

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,143

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,694 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,067 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans