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Microsoft Dynamics AX (Archived)

Financial dimensions when creating a new vendor: is it possible to establish a certain hierarchy for the financial dimensions when creating a new vendor?

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Posted on by

Hi,

When creating a new vendor...

if for example the BusinessUnit is 001 i want only to be available in the next field (CostCenter) the values 001, 002, 003.

Requires this customization or is there a specific way to use advanced rules to accomplish this?

Regards

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  • Community Member Profile Picture
    on at

    Hi Crispin thanks for replying,

    It's an example, i only want some specific costcenter values to be able when i select a specific Businessunit value.

    I'm actually taking a look at derived financial hierarchies.

    Do u think that this will help me?

    Regards

  • Community Member Profile Picture
    on at

    Hi Crispin thanks again for replying,

    I'm not interested in customization.

    I want to restrict the available values that a dimension can take if a previous dimension has already been selected.

    Do you have any idea then of which feature can do this?

    Regards

  • Suggested answer
    Sagar Suman Profile Picture
    6,771 Super User 2026 Season 1 on at

    Hi DYNAMICSQUESTIONS,

    Have you tried using the Configure accounting structure and advanced rule structure in general ledger to setup which financial dimension combinations can be selected together.

  • Community Member Profile Picture
    on at

    Hi Sagar Suman thanks for replying,

    Yes i actually have tried this functionality (account structure with advanced rules) but this only applies when creating a journal not when creating a vendor.

    When creating a vendor i am able to select all the values in every form that i set up for the financial dimensions and i want this values to actually be restricted (like in the journal lines).

    Regards

  • Verified answer
    Mahmoud Hakim Profile Picture
    17,887 on at

    If You need to control the available values for financial dimension in master data like vendor and customers... Etc

    You must make some customization, no standard function implement your business requirements

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    Advanced rule structures won't help you here because the financial dimensions that you see at the vendor level are default values and can be changed when posting a transaction.

    What you want to achieve requires a system modification.

    Yet, be careful and assess whether this makes sense because you work only with default values here.

    Best regards

    Ludwig

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