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Small and medium business | Business Central, N...
Suggested Answer

Split one Sales Invoice line item between multiple values for the same dimension

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Posted on by 10

In BC you can easily assign a Dimension to a Sales Line.  We have a requirement however to split the same Sales Line to two (or more) different values for the same dimension.  I'm including a second dimension because we could have one dimension that is split and one that isn't.

Sales Line Item: Quantity 1 - Car - $10,000

Dimension Salesperson:

-Michelle - $6,000

-Greg - $3,000

-Hans - $1,000

Dimension - New vs Used

-Used $10,000

When we invoice the customer we don't want the customer to see three lines because we need three lines for three dimensions.  They should only see one line for $10,000 Used Car.

I've done a lot of searching on this and haven't seemed to find a solution so I am hoping there is something simpler I am overlooking.  Please note that I am just using salesperson as an example (in case there is another way to split sales - the dimension could be splitting departmental credit or anything else).

Thank you for any assistance!

  • Suggested answer
    keoma Profile Picture
    32,729 on at

    you could work with a new table "sub sales line", which is connected to a specific sales line and contains the part values for the sales persons, which is then not shown to the customer, is only used in the business logic. changes are needed for the posting logic, which has to read the details from the new table.

  • Dirk Profile Picture
    Microsoft Employee on at

    In BC standard we don't have such function for sales or purchase lines.

    But you might want to look at the "allocation" concept we use for recurring journal lines.

  • CanERP Profile Picture
    10 on at

    Thanks Dirk - We would need to keep the allocations updated via code as they can change.  Also people would want to be able to see it right on the transaction.

    For a different way to solve for this what if we did add multiple lines to the invoice, but used a different invoice format to summarize the lines?  Would that lead to other issues or is it even possible?

    Adding a custom splits table as suggested may work.  Trying to make best use of the system without customization (a custom invoice format would be preferred to code) if possible.

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