How to use Derived Dimensions but with the Legal Entity as the driving force (i.e. set default dimension values per legal entity)

(0) Share

Report

Posted on by Lexicon_

141

I would like to have default dimension values per legal entity for every transaction or document raised in that legal entity, but also have the flexibility of changing those values if required.

For example, in dimension BankID we have values CBA, WBC, BSA, STG. In legal entity CMP1 we want the BankID dimension to default to CBA, but we want to be able to change it to the other values if needed. I can't use legal entity overrides for values because that only restricts the selection of values, the users will still need to select the CBA value instead of having it autopopulated, and it also removes the flexibility of changing the value if needed.

What we want is just like derived dimensions, the driving force needs to be an existing dimension itself. Suppose we create a dimension that uses values from our legal entities, but then i'll still run into the issue of having to default the LegalEntity dimension to the legal entity value.

I have the same question (0)

All responses (5)

Answers (0)

André Arnaud de Cal... 300,904 Super User 2025 Season 2 on at

Like (0)

Report

Hi Lexicon,

Can you tell if this would be valid for some processes and which? Which transaction types should have these defaults? Is it about ledger journals, sales invoices, project transactions, ...?

Was this reply helpful? Yes No
Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hello Lexicon,

Can you provide us more information about your requirement?

Do you really need default findims for every transaction? If so, why?

Can you also explain what you refer to when you say legal entity override?

Many thanks,

Ludwig

Was this reply helpful? Yes No
Lexicon_ 141 on at

Like (0)

Report

Hi André and Ludwig,

Right now the client isn't so much concerned about *where* these default dimension values show up, they just want to *have* default dimensions. We want them to work just like the native derived dimensions, so wherever derived dimensions show up, that's where we want these default dimension values too.

They want/need default findims for the same reason that derived dimensions exist as a feature. The only difference is that derived dimension values derive from a fellow dimension value, whereas they want derived dimension values to derive from the legal entity the user is currently processing in.

Not every dimension will have default values obviously, but they have 10 dimensions and each legal entity has anywhere from 1 to 6 dimensions with default values. It would save a lot of data entry when they can reduce their input to just 4 dropdowns instead of 10 each time. Each legal entity also has a different set of 1 to 6 dimensions that have default values. They also have over 100 legal entities.

As for the legal entity override, I mean this, under financial dimension values, but it's definitely not what I'm looking for.

I suppose we can use TemplateID as a workaround, but it’s not a complete solution because it still requires a manual step to select the template in the dropdown, and the values don't populate in the fields beneath it so the values aren't visible - which doesn't help to determine exactly what values are being used unless you click on View Distribution/Distribute Amount.

I'm honestly a little surprised that default dimensions auto-population by legal entity isn't available out of the box (or is hard to find), especially since derived dimensions is a feature.

Was this reply helpful? Yes No
Lexicon_ 141 on at

Like (0)

Report

I'm not the only seeking this:

community.dynamics.com/.../financial-dimension-for-legal-entity-entity-based

If there is no native functional way of achieving this, I think I will go with their workaround of using an additonal legalentity financial dimension and using Main Account legal entity overrides to set a default legalentity value, and then use derived dimensions to pull in the other default dimension values.

Was this reply helpful? Yes No
Plamena Dimova 9 on at

Like (0)

Report

Hi Lexicon,

Would you share if you were able to find a solution for your question, different than Main account overrides?

Thank you.

Was this reply helpful? Yes No