I have a client who is in the earlier stages post go live with D365 Finance and Operations. They have created a custom financial dimension and entered a list of values using a naming convention in the format "A123".
An alpha followed by 3 numbers.
They now want to drop the leading alpha from their financial dimension values.
In a test environment, I can see that I can edit the financial dimension values and rename it.
A pop up box comes up and asks if I am sure, and explains that it will update posted and unposted transactions. So it looks as though this is a supported feature.
I proceeded. D365 tells me it may take a minute or two to update. No batch job is triggered, but I do see the change has taken effect within a minute or two. If I look at posted transactions, the renaming has had the effect I was expecting.
I'm aware that anything outside of D365 that has adopted these values for integrations or reporting will also have to be changed, but these arent really an issue for this client.
I'm expecting to have to update the financial reporting data mart and possibly some financial reporting consequences if dimension values have been used. This is managable.
I just get a bit nervous about making a change like this. Does anyone have any experiences or cautionary tales?
Thanks
Chris
