Does the Update Balances run when changing dimension sets on the TB or need batch job to do it?

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Posted on 3 Dec 2020 09:50:50 by Wendy_P

Hi all,

I have some batch jobs running to update balances for dimension set xxxx that were created a long time ago but I suspect they are not necessary, as I don't have one for all dimension sets. I think I've seen the phrase 'updating dimension sets' when I've changed the view of the Trial Balance previously or did I imagine it? I thought it recalculated automatically when you opened the dimension set. Can anyone confirm if this is the case, as I want to remove the unnecessary batch jobs.

thanks

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André Arnaud de Cal... 293,406 Super User 2025 Season 1 on 03 Dec 2020 at 22:12:32

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RE: Does the Update Balances run when changing dimension sets on the TB or need batch job to do it?

Hi Wendy,

Yes, when opening the Trial balance form or running the report, it will update the balances. However, if you don't use the batch framework, someone might have to wait for a long time to get the details when it needs to update a lot of records before it starts processing the report. It is recommended to keep the batch job running.

I would also suggest to read my old blog post about related to update and rebuild balances: dynamicspedia.com/.../
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faiz7049 2,165 on 03 Dec 2020 at 10:44:57

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RE: Does the Update Balances run when changing dimension sets on the TB or need batch job to do it?

Hi Wendy_P,

Whenever any change made on Dimension set. Best practice is to run Rebuild balances and Update balances.

So after that you will get Trial balance report correctly.

Best Regards,

Syed Faiz Abbas