Supply chain | Supply Chain Management, Commerce

Import PO and populate default financial dimension

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Posted on by Venedict

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Hi All,

Does anyone experience to import PO with the project ID and default the financial dimension based on project Id + vendor for both header and lines? We are trying to integrate using Power Automate in CE into Supply Chain PO.

We noticed that when import the PO, the header have the dimension based on project ID, however in the PO Lines the dimension is no populate together with vendor + project dimension.

Thanks.

Regards,

Teh

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Rahul Mohta 21,032 on at

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you can specify the dimensions value in import using field

DEFAULTLEDGERDIMENSIONDISPLAYVALUE

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Venedict 1,235 on at

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Hi Rahul,

The issue is because some dimension is from vendor master, where the information is not in the CE. That's why the customer is asking to default based on the vendor master.

Regards,

Teh

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Rahul Mohta 21,032 on at

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as it is an import, one would need to combine the dimensions and get the final output imported

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jannawangD365 on at

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Hi YA,

I may not fully understand your question. Are you trying to import the PO info from CE to F&O?

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Venedict 1,235 on at

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Hi Janna,

Yes. We have customer's request to auto create PO in D365 Finance based on D365 Marketing Event Check-in record.

We tested if using data management to import, the finance dimension in the PO will be blank.

Thanks.

Regards,

Teh

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Rahul Mohta 21,032 on at

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since you the data is coming externally out of D365FO, one needs to use the logic of combining dimensions coming from vendor and project outside and then provide in the import in the field earlier specified to get the financial dimensions field in

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jannawangD365 on at

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Hi YA,

I don't have knowledge on CE but what I know is the PO financial dimensions should come from item or vendor if it's not defined in the importing file.

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Rahul Mohta 21,032 on at

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you would need to get help for financial dimensions from vendor and item and then do a combination

the typical flow is below in sequence:

1) Financial dimensions from vendor is copied over to PO header

2)Financial dimensions from PO header is copied to PO line's

3) When PO line is created, any financial dimension which is blank and the item has a default value then only that financial dimension from item is copied over to PO line

Hope this helps

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