default dimension AP account on purchase invoice

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Posted on by julietrose

We have one dimension defined for the cost center. We would like a specific cost center code to default on all purchase invoices for the AP account only. We would like to manually fill in the cost center code for the debit/expense accounts, but it should be mandatory to fill one in.

I've tried various options in the chart of accounts dimension, vendor dimension and account type default dimension windows but I haven't been able to get this to work. Is it possible to set it up this way?
Thanks!

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Dynamics 365 Business Central

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julietrose 8 on at

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RE: default dimension AP account on purchase invoice

Thank you for the replies. This confirms it isn't possible. We will default the dimension from the vendor and the users will need to manually update the dimension for the expense G/L accounts on the purchase invoices.
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John Ray Patajo 837 on at

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RE: default dimension AP account on purchase invoice

Hi Juliet,

You have to set default Dimension for the Vendor Accounts and set it up as Same Code.

Set-up also Item, G/L Account, Fixed Aset, Resource, ITem Charge as Code Mandatory.

However the set-up will default the Dimension from the vendor to the Document Header which also defaults Document lines and is standard functionality. This may need to be part of the user activity to change the dimension manually.

REgards,

JR
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Renato Fajdiga 1,849 on at

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RE: default dimension AP account on purchase invoice

Hi,

have you tried with the Default dimension on the chart of account and setup Code Mandatory? So in my example, I set up code mandatory for the account 7120 for dimension Project. Then when I try to post the purchase invoice I get an error that I need to fill dimension value.

Br,

Renato