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Answered

Valid financial dimension in PO/SO according to account structure

Posted on by Microsoft Employee

Hi all,

I have an account structure with defined combination on financial dimensions:

pastedimage1625652108944v1.png

When I insert a line in a journal, if I pick "Sede"=Bergamo, the system proposes only the other valid values for BusinessUnit and Cost Center, according to account structure, and not all the values for BU and CC:

pastedimage1625652624092v4.png

I would like to have the same behaviour also in purchase orders, sales orders and free text invoices. At the moment, when I pick one financial dimension in purchase orders, sales orders or free text invoices, the system proposes all financial dimension values valid for the other segment, not taking care of the financial dimension I have already picked.

pastedimage1625652544306v3.png

Thanks

ANG.A.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Valid financial dimension in PO/SO according to account structure

    Thank you Ludwig, yes I tried to use findim templates but this is not suitable for the request of the customer.

    Thank you for you reply.

  • Bharath jain Profile Picture
    Bharath jain 533 on at
    RE: Valid financial dimension in PO/SO according to account structure

    Hi Ang.A,

    Can you share the screenshots of GL and PO.  

    Also have you used Advance rules setup, if yes can you share that screen shot.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Valid financial dimension in PO/SO according to account structure

    Hello Ang.A,

    As far as I know the validation/verification you are looking for would require a system modification.

    Have you tried setting up findim templates instead?

    They give you a shortcut entering the findims and if you only work with them ensure that nobody can enter a 'nonsense' findim combination.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Valid financial dimension in PO/SO according to account structure

    Hello Ramit,

    The account structure has many lines with various combination of financial dimensions for specific main accounts, but that's not the problem.

    I just would like to know why if I choose Sede=Bergamo in a journal, it shows me ONLY BU=Food and CC=Microbiologia (that are the only values admitted when Sede=Bergamo), but when I do the same thing from a SO/PO or free text invoice, if I pick Sede=Bergamo, the system displays all values for BU and CC, not only Food and Microbiologia (that are the only allowed when Sede=Bergamo)

    There are no other combination for Sede=Bergamo, just the one you can see in the screeenshot

  • Ramit Paul Profile Picture
    Ramit Paul 18,463 Super User on at
    RE: Valid financial dimension in PO/SO according to account structure

    Hello Ana,

    Can you kindly share the screen shot of acc structure with expanded? full details can not be seen from there right now.

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