Update Default Financial Dimension for Customer account in the excel add-in

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Posted on by Puaro

Dear community,

We have been using DMF to import customer accounts. After the initial data import we noticed that some customer accounts were missing the Default Financial Demsion under the Customer account view.

This was because the "Copy values to this dimension on each new Customer created" setting was set to No

I change this setting to Yes and newly imported Customer accounts now have the Default Financial Dimension populated correctly.

However, the initially imported Customer accounts still don't have these dimensions and our business processes require this information to be published when posting on customer accounts.

As there were a couple of thousand Customer accounts created without the Default Financial Dimension I was looking for a more automated wat of how to do a mass update for such Customer accounts.

I was trying to add the Default Financial Dimension trough the Add-In Excel (CustCustomerV3Entity). I was able to select the specific column, but when updating the "Default dimension display value.Customer" attribute I get the following error :: 'A row update in data set CustomersV3 was not published. Error message: 'The dimension display value could not be generated. Internal error: Error found when validating record.'

I have the SysAdmin role in D365.

Do you know if it is possible to update the Default Financial Dimensions for the Customer account via the Excel Add-In? Perhaps I am missing something, so looking for some guidance.

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Magno Pereira 2,435 Moderator on at

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RE: Update Default Financial Dimension for Customer account in the excel add-in

I'm not aware of the specific integrations you have in place, but if you happen to utilize integrations like OData to create customers or vendors with the default dimensions, it's important to note that it could have an impact.

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Puaro 19 on at

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RE: Update Default Financial Dimension for Customer account in the excel add-in

Thank you Magno Pereira, this is exactly what I was looking for.

This gives the expected results.

I also checked the Financial dimension configuration documentation and could you please confirm that this won't affect any existing integrations only enable the FinDim import trough DMF and Excel Add-in?

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Magno Pereira 2,435 Moderator on at

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RE: Update Default Financial Dimension for Customer account in the excel add-in

The reason this issue is occurring is that you currently lack a dimension type of the "Default dimension format". Could you please create a dimension type with the specified format and give it another try?

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Puaro 19 on at

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RE: Update Default Financial Dimension for Customer account in the excel add-in

[quote user="Magno Pereira"]
Since you've activated that option after already creating a few customers, have you double-checked to ensure that all customer accounts are included in the customer financial dimension?

I suggest evaluating the need for this dimension, as it could potentially lead to performance issues down the road. I've personally experienced such issues in the past. Moreover, you already have access to customer information within the voucher transaction. Taking these factors into account, it's worth considering if maintaining this dimension is truly necessary.

Have you tried to update it via the Data Management Framework (DMF) using the "DEFAULTDIMENSIONDISPLAYVALUE" target field? It's important to consider the "Financial dimension configuration for integrating applications" setting while working on this.
[/quote]
Thank you Magno Pereira for the suggestions.

Yes, all created Customer financial dimensions have been populated.

I checked out the option of importing the Default Financial Dimension via DMF in the "DEFAULTDIMENSIONDISPLAYVALUE" attribute.

We do have set up "Financial dimension configuration for integrating applications" where the Customer dimension is enabled.

However, from the test results the DMF import doesn't support importing the Default Financial Dimension via the CustomersV3 entity.

Am I missing something?

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Magno Pereira 2,435 Moderator on at

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RE: Update Default Financial Dimension for Customer account in the excel add-in

Since you've activated that option after already creating a few customers, have you double-checked to ensure that all customer accounts are included in the customer financial dimension?

I suggest evaluating the need for this dimension, as it could potentially lead to performance issues down the road. I've personally experienced such issues in the past. Moreover, you already have access to customer information within the voucher transaction. Taking these factors into account, it's worth considering if maintaining this dimension is truly necessary.

Have you tried to update it via the Data Management Framework (DMF) using the "DEFAULTDIMENSIONDISPLAYVALUE" target field? It's important to consider the "Financial dimension configuration for integrating applications" setting while working on this.

Was this reply helpful? Yes No