Dimension Values Not Entered?

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Posted on by john.ellis

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Hi:

An end user entered and posted a purchase invoice. She says that she entered line item dimension values for the one "G/L Account" line item.

But, when reviewing the posted invoice, the dimension values do not appear.

That I know of, we do not have a "mechanism" in place to prevent someone from entering and posting a purchase invoice without first entering line item dimension values.

Nevertheless, is there a way of telling if the end user simply made a mistake or did in fact enter dimension values?

Thanks!

John

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Jens Glathe 6,092 on at

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RE: Dimension Values Not Entered?

This might get you in hot water, need to check with BC. The „usual“ setup should be table default dimension (t352) for g/l account (15) to „needs value“ for all dimensions requested. However, this can affect system postings, they also need these dimensions. As it was, especially things like payment discounts or payments in general or adjustments also require dimensions in this case. This only works when you have a way to provide them. So, customization might be in order.
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Community Member Microsoft Employee on at

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RE: Dimension Values Not Entered?

John,

Adding to other replies... You can turn on Change Log for the field(s) Dimensions, on the Purchase Line, to see if they are entered or not. In addition, the best solution is to add a Default Dimension on G/L Accounts that will mandate that said Dimension has to be entered or the User receives an error reminding them they forgot to enter.

Don't forget you can use Correct Dimensions to add back the missing Dimension.

Thanks,

Steve
Dallefeld 11,425 User Group Leader on at

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RE: Dimension Values Not Entered?

Your dimension posting settings on your general ledger accounts can force all entries to have dimensions upon posting. This applies for each line on a multi-line purchase invoice. The setting you are looking for is Code Mandatory.
black_s 323 on at

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RE: Dimension Values Not Entered?

You can use the workflow to trigger that a document must be released. The filters could check if the document has the necessary dimensions
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YUN ZHU 74,036 Super User 2024 Season 2 on at

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RE: Dimension Values Not Entered?

Hi, I think you can use Value Posting in Default Dimenions setup of G/L Account

If you want to make a dimension required but you do not want to assign a default value to the dimension, leave the Dimension Value Code field blank and then select Code Mandatory in the Value Posting field.

https://docs.microsoft.com/en-us/dynamics365/business-central/finance-dimensions#to-set-up-default-dimensions-for-customers-vendors-and-other-accounts

Hope this will help.

Thanks.

ZHU
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MahGah 15,428 on at

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RE: Dimension Values Not Entered?

Hi

As far as I know since Purchase Invoice does not keep version it is not possible to check and see if user entered the dimension or not. Have you checked to see if that posting has another dimension. I mean is it possible user entered the dimension in the wrong field?

Also, you can setup Change Log for some fields if you want to keep the history. it will reduce the performance if you use a lot of them. But it is a way to keep track of some changes. We usually do it for some period of time for training purposes.

You can use Dimension Correction to correct the dimension. https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/smb/dynamics365-business-central/dimension-corrections-gl-entries