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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Missing Financial Dime...
Finance | Project Operations, Human Resources, ...
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Missing Financial Dimensions on Customer Write-Off Journal

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Posted on by BarryR 330

Hello All - 

After writing off a project related customer invoice I noticed that none of the financial dimensions posted on the revenue account come over to the bad debt expense account on the write-off journal. Is there a parameter settings I need to turn on?

Thanks in advance for any suggestions.

Project invoice - financial dimensions included on revenue line.

Project-Posting-Voucher.jpg

Write-off journals do pull financial dimensions from original project invoice revenue account.

Write_2D00_off-Journal-1.jpg

Write_2D00_off-Journal-2.jpg

I have the same question (0)
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,631 Moderator on at

    Those dimensions likely default from the Customer account.  Are the dimensions there blank?

  • BarryR Profile Picture
    BarryR 330 on at

    Hello Frank, there are no financial dimensions on the customer account. The dimensions default from the project during project invoicing. They just are not flowing over to the write-off journal.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,631 Moderator on at

    Add financial dimensions to the Customer account and test a write-off journal.  I would bet $20 the dimensions come from the Customer, not the Project.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,711 Super User 2026 Season 1 on at

    Hi Barry,

    A payment and write off journal are not aware of dimensions used for the invoice. In case you would have one transation, settling more than one invoice, the dimensions could be different.

    When posting the write off journal and the settlement will be updated, additional transactions will be posted to clear the balance on the dimensions. If you insist having the dimensions on the payment or write-off journal defaulted from the invoice that is marked for settlement, you can consider a customization.

  • JamesT Profile Picture
    JamesT 341 on at

    Hi Barry,

    I know old post...but I remember seeing this feature becoming available a while back

    pastedimage1679618055073v1.png

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