Default Dimension Priority

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Posted on by john.ellis

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Hi:

I know that Default Dimension Priorities can be put in place. But, I'm not sure how to configure such priorities for this scenario.

The third of my dimensions is project code, and the majority of transactions using dimensions are purchase invoices.

For a certain general ledger account, 68000, project code will not need to be used. I have, in fact, coded the Default Dimension Setup for 68000 to not use project code.

But, I have Default Dimension Setups for vendors. In fact, purchase invoices for vendors will use a default project code as long as the account number is NOT 68000.

I have no Default Dimension Priorities in place. When I enter a purchase invoice, however, the default project code for the vendor displays.

What sort of priority can I put in place to not allow a default project code to display in purchase invoices where the account number is 68000, regardless of the vendor?

Thanks!

John

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MahGah 15,527 on at

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RE: Default Dimension Priority

Hi

I hope this article help

In article reads "For now set the Vendor to Priority 2 and Item to Priority 1. This means the Item (Document Line) Dimensions take precedence over the Vendor (Document Header) Dimension."

navtipsandtraining.wordpress.com/.../

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RE: Default Dimension Priority

John,

Default Dimension Priorities works like this:

You may, though, find that different account types (such as a customer account or an item account) can have different default dimensions set up. When this happens, an entry can have more than one default dimension proposed for a dimension. To avoid this, you can apply priority rules to the different sources.

Default Dimension Priorities

In this example there are default dimension values defined at the vendor, G/L account, and item level.

We will enter a purchase invoice to see a simple example of how default dimension priorities work.

Vendor 10000 has Department 200 as default.

Account 60200 has Department 400 as default.

Item 1896-S has Department 300 as default.

I entered an example purchase invoice below using the GL account and item that have default dimensions. Notice that they both defaulted to Department 200.

Without any dimension priorities, when I enter a purchase invoice, everything will default to Department 200 (based on the vendor default dimension).

Now I will change the setup by searching for “Default Dimension Priorities.”

In this window I have the option to define priorities for different types of transactions. I will choose PURCHASES as the source code since I want to test this out with purchase invoices.

Now I can define a priority list. In this example, I want Business Central to first check the item; if there is a default dimension, I want to pull it from there.

If not, then look at the vendor and if there still isn’t a default defined, pull it from the G/L account number.

I entered a new purchase invoice after updating the priorities.

Since the Fabrikam vendor has a default dimension, it pulled Department 200 even though the G/L account also has a default.

However, the item pulled Department 300 instead of looking at the vendor since item is higher on the priority list.

Now I will enter a purchase invoice for a vendor that does not have a default dimension defined.

In this example, it pulled Department 400 from the G/L account default dimension since it didn’t find anything on the vendor.

You can adjust the priorities however you’d like throughout Business Central.

Hope this helps.

Thanks,

Steve

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john.ellis 3,500 on at

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RE: Default Dimension Priority

Hi There:

Unfortunately, the purchase invoice is still pulling in a project code for account 68000 even with the Dimension Priorities set up.

It's as if the goal of Priorities is to pull in a default dimension from somewhere even if you do not want a default dimension in some cases.

Hmm.....is it not possible to have an "if, then" scenario, such as what I outlined earlier? Again, the scenario is: "if the account number is 68000 for the purchase invoice, do not pull in the project code dimension. Otherwise, do pull in the project code dimension."

John

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RE: Default Dimension Priority

John,

You have the G/L Account 68000 with NO Dimension setup related to Project. You have a Vendor with a Default Dimension for Project. The Dimension Priority is used when determining which Default Master to use when all the Masters have the same Code. You have a Vendor with a Project Dimension and it will populate on the Purchase Invoice because it is there for Vendor. If you DO NOT want Project to appear against GL Account 68000 then enter the Default Dimension Project with NO CODE. This will pop an error when trying to post if the Project Dimension is entered.

My example using Department vs Project.

Thanks,

Steve

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john.ellis 3,500 on at

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RE: Default Dimension Priority

Hi Steve:

I'm sorry. But, I'm still confused.

As shown below, I have tried "both ways" in terms of not defaulting the project code for account 68000. Still, the vendor's default project code displays on the invoice.

John

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RE: Default Dimension Priority

John,

I am attaching a video recording of me setting up the Vendor and G/L Account to show you that you cannot stop the Project Dimension from insertion but it will pop an error when trying to Post. In other words, it will be inserted and then you have to remove before posting. To get around this you could ask your Partner to write an extension and they can stop the insertion.

[View:/cfs-file/__key/communityserver-discussions-components-files/758/Dimension-Value_2D00_20211008_5F00_174849_2D00_Meeting-Recording.mp4:320:240]

Thanks,

Steve

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RE: Default Dimension Priority

John,

I am attaching a video recording of me setting up the Vendor and G/L Account to show you that you cannot stop the Project Dimension from insertion but it will pop an error when trying to Post. In other words, it will be inserted and then you have to remove before posting. To get around this you could ask your Partner to write an extension and they can stop the insertion.

[View:/cfs-file/__key/communityserver-discussions-components-files/758/0245.Dimension-Value_2D00_20211008_5F00_174849_2D00_Meeting-Recording.mp4:320:240]

Thanks,

Steve

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john.ellis 3,500 on at

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RE: Default Dimension Priority

Thank you, Steven, for going the extra mile!

That worked! It makes perfect sense!

John

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