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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Restrict Financial dim...
Finance | Project Operations, Human Resources, ...
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Restrict Financial dimension value based on Company logged into

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Posted on by Frank Hamelly | MVP... 46,220 Super User 2024 Season 2

Client has a Financial dimension = LegalEntity (legal entity Operating unit) in the account structure (contrary to what we advised).  Client needs to restrict selection of LegalEntity dimension value in transactions to only that company the users are logged into.  This is to prevent selecting an incorrect LegalEntity dimension in transactions (with the exception of intercompany transactions, of course).  

Example: if user A is logged into Company 1300, we only want them to be able to select LegalEntity 1300 in transactions, unless it's an intercompany transaction.

I've experimented with Advanced rule structures and XDS for a solution but haven't been successful yet.

Has anyone encountered this requirement before and if so, found a solution that doesn't involve an enhancement?

Thanks in advance,

  • nunomaia Profile Picture
    nunomaia 9 Super User 2024 Season 1 on at
    RE: Restrict Financial dimension value based on Company logged into

    I'm not sure if is the case, you can take the approach of keep account structures similar in companies and setup advanced rules for company variations.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,220 Super User 2024 Season 2 on at
    RE: Restrict Financial dimension value based on Company logged into

    Update - although LEO (legal entity override) would work, we didn't like that the LEO wasn't applied until posting, because you end up with a posted voucher that doesn't match what's entered in the journal lines.  Instead, we're going to create separate account structures for each of the 27 companies and make the Legal entity dimension value = the Legal entity ID.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,220 Super User 2024 Season 2 on at
    RE: Restrict Financial dimension value based on Company logged into

    Thanks Andre.  Your understanding of the requirement is correct.  I may have to resort to Legal entity overrides but wanted to avoid it if at all possible from a maintenance perspective.  As always, I appreciate your widsom!

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,711 Super User 2024 Season 2 on at
    RE: Restrict Financial dimension value based on Company logged into

    Hi Frank,

    Are they using both a legal entity and a dimension for the same purpose? When you mention that company 1300 is linked with dimensions value 1300. This also applies when they are using IC transactions? So, if IC company is 1400, the value is also restricted to 1400? The user has to fill the value which is the same as the legal entity for the account and offset account?

    I haven't tested this scenario, but I think that indeed the Advanced rules and XDS will not be a solution here.

    I think the customer would need another customization where it would fill the dimension based on the company automatically. They can then also write a validation that upon validatingWrite it will check for the correct values.

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,295 Most Valuable Professional on at
    RE: Restrict Financial dimension value based on Company logged into

    Hi,

    User group wise restriction won't be possible unless you add journal control setup, however it's not that much robust.

    The best solution is to maintain by legal entity overrides, you can use data entity to make this easy.

    Many companies uses this approach and it should not be tough to maintain.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,220 Super User 2024 Season 2 on at
    RE: Restrict Financial dimension value based on Company logged into

    I thought of Legal entity overrides, but with 26 legal entities, maintenance becomes a challenge.  Ideally, I'd like to be able to restrict based on User group.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,811 Most Valuable Professional on at
    RE: Restrict Financial dimension value based on Company logged into

    For intercompany, if you use daily journals etc., I would advise to be very careful in using the dimensions.

  • Verified answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,811 Most Valuable Professional on at
    RE: Restrict Financial dimension value based on Company logged into

    Hi,

    On dimensions, You can restrict the dimension to be in which company to be used. You can use legal entity overrides on the dimensions.

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