Microsoft Dynamics AX (Archived)

Financial dimension on a procurement category

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Posted on by Veronika Filonenko

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Hello,

I am searching to see if it possible to have financial dimensions setup on procurement categories?

I want my dimensions to come through from any category as they do from an item.

thanks

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RE: Financial dimension on a procurement category

Use a 1-2-1 relationship to service products (assuming you are not tracking inventory if you do then use items in 1 to many relationships) so for each procurement category at the required level you will have a service product.

Thanks
lmai 2,434 on at

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RE: Financial dimension on a procurement category

Hi Ludwig,

Thanks for your response. At the purchase requisition form->Financial dimension, i'd like to have the financial dimension automatically populated (screenshot 1). When I looked up the category form (screenshot 2), I don't see a financial dimension field. So I can't set up the financial dimension to automatically populated...unless there is another way that you could suggest. Thanks
Ludwig Reinhard Microsoft Employee on at

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RE: Financial dimension on a procurement category

Hello Kim,

This is a very old post and I am not sure whether I fully understand what you try to achieve. Can you describe a bit more on where you problem is located and what you try to do exactly? Probably in a new thread?

Many thanks and best regards,

Ludwig
lmai 2,434 on at

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RE: Financial dimension on a procurement category

Hi Ludwig,

don't see any field in the category to record/save a ledger account. What do you mean by "..setting up ledger accounts for each procurement category?". Do you mean set up a new GL account and assign it to each category? Thanks
Ludwig Reinhard Microsoft Employee on at

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RE: Financial dimension on a procurement category

Hello Simona,

The mapping to the GL accounts is done in inventory Management - Setup - posting - posting.

The Setup of the procurement categories is done in the procurement and sourcing module.

All the best,

Ludwig
Simona L 35 on at

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RE: Financial dimension on a procurement category

Thanks Veronika! I checked and indeed, all employees who have the issue are assigned the incorrect department in their own financial dimensions.
Simona L 35 on at

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RE: Financial dimension on a procurement category

Thanks Ludwig! I can now link the new categories to the proper GLs and edit the existing incorrect ones.
Veronika Filonenko 1,255 on at

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RE: Financial dimension on a procurement category

I would say they come from the Employee master who registered the purchase req. That is where i would put the financial dimension department.
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Ludwig Reinhard Microsoft Employee on at

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RE: Financial dimension on a procurement category

Hello Simona,

You can link the procurement categories to ledger accounts via the inventory posting form.

Where your financial dimensions that automatically Default come from is difficult to say without knowing more.

It can be from the vendor, item, the requester, the operating unit that is specified or something else that might have been modified for your company. Unfortunately, I cannot tell you.

Best regards,

Ludwig
Simona L 35 on at

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RE: Financial dimension on a procurement category

Hello Ludwig, how do you link an existing ledger account to a procurement category? I did not see any place to do that in either the Procurement Category or in the General Ledger Account Windows.

I am a relatively new user to AX2012 and learning configuration as I go, but I was not part of the initial setup. My question stems from the fact that when a purchase requisition is created, the financial dimensions appear by default. I am not sure where they come from since the vendor does not have any set up by default, and the product is not managed in inventory (only text in PReq), so I suppose it is the product category that determines them. The Financial dimensions need to be modified, so I am looking for the spot where I can modify the Department value in these default dimensions.

Thanks,