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Supply chain | Supply Chain Management, Commerce
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link a custom financial dimension to a field.

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Posted on by 25

Hello everyone,

I have a custom financial dimension named 'SalesOrder'. Every time I create a new Sales order, a record having same salesId also gets created in my custom dimension values and a custom master form.

I have a field named 'User dimension 1' on sales line and the field contains a lookup of all the sales order Id values(custom master form ), Now the requirement is that when ever I  select a value in user dimension 1 field, the custom financial dimension value should also get updated with the same value as user dimension 1.

I am able to do this for a single form(ex: SalesTable form) using code, but the requirement is to have this functionality for all the forms containing user dimension 1 field.

There is a standard similar functionality in the system for linking the financial dimension with site(whenever a site value is filled, the linked financial dimension value auto populates). I want a similar functionality with my custom financial dimension.

Since I'm new to this, I don't have any idea if this is even possible and if it is, then how to approach to the solution.

Please provide your valuable suggestions and advice on how to achieve this.

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  • Suggested answer
    nmaenpaa Profile Picture
    101,160 Moderator on at
    RE: link a custom financial dimension to a field.

    Hi,

    you wrote that you have a custom financial dimension. But you also wrote that "User dimension 1" is a new physical field in InventDim (Inventory Dimensions) table.

    So is it a financial or inventory dimension? 

    In either case, you should be aware that your approach could lead into performance issues.

    This doc page explicitly advices against using sales order numbers as financial dimensions: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/financial/dimensionable-entities

    Inventory dimensions are perhaps a little less prone to performance issues, but also there you can run into trouble. For example using serial numbers (a standard feature) greatly increases the number of records in InventDim table and can cause issues over time.

  • Pankaj Triphathy Profile Picture
    25 on at
    RE: link a custom financial dimension to a field.

    Hi Andre,

    Thanks for the reply.

    No, these forms are not based on the SalesTable or SalesLine tables.

    'User dimension 1' is a physical field in the InventDim table.

    So the requirement is, in whichever form I enter the value for 'user dimension 1' field from the lookup, the same value should flow in my custom financial dimension('SalesOrder') of that particular line.

  • André Arnaud de Calavon Profile Picture
    297,785 Super User 2025 Season 2 on at
    RE: link a custom financial dimension to a field.

    Hi Pankaj,

    You mention a requirement to have the functionality for all the forms containing user 'dimension 1'. Are all these forms also based on the SalesTable or SalesLine tables? Is 'User dimension 1' a physical field on the table or is it also part of the dimension and account structures setup?

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