Small and medium business | Business Central, N...

Customer Statement by Dimension

(0) Share

Report

Posted on by abutler1986

677

Hi,

I have a customer potentially interesting in migrating from Dynamics GP to Business Central and they have identified one big requirement which is running a statement report for a customer but being able to segregate the report by invoice type.

I notice at the moment that there is no way of defining invoice types.. an invoice is an invoice so I thought if I created a new dimension group called "invoice type" and under that create the sub entities for instance: Personal and Housing

I then went into the statement and noticed on the fields i can select by the dimension option was not available unless I am missing something?

If there is no way of doing this, is there any other suggestions I can implement to achieve this without any development needed? The end goal is to be able to run a customer statement showing open invoices but only selecting invoices which relate to either housing or personal

Thanks,

Andrew

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (9)

Answers (0)

Suggested answer

JAngle 113 on at

Like (0)

Report

RE: Customer Statement by Dimension

If we’re in the realms of work arounds what about a different number series. This is a NAV explanation but the premise is the same: hitech360.altervista.org/.../

This is the first piece of info on a document at least. Your report would then need a filter. If it was just the prefix that differs per no. series just add a * at the end. PER* or HOU*

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

RE: Customer Statement by Dimension

Andrew,

Actually there is another solution... Not sure if you are using Ship-to Code but you can create 2 per Customer, one for Housing and one for Personal. Now you have a standard filter on the Customer Statement to use.

Hoep this helps.

Thanks,

Steve

Was this reply helpful? Yes No
abutler1986 677 on at

Like (0)

Report

RE: Customer Statement by Dimension

Hmm is there any other way if I did not go down the dimension route or is this probably going to be the only way then modify the report accordingly?

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

RE: Customer Statement by Dimension

Andrew,

Changing the Global is not a problem but could effect others doing Financial reporting in Production. Do you have Dimensions setup in Production and already have a Global 1 and Global 2 setup? If so, then this will be the issue. You will not be able to filter. I would consider a customization to allow for your Shortcut Dimension X to be added to the filtering and report.

If you want to change a Global Dimension, click General/Change Global Dimensions. Here you can change which dimension is Global 1 or 2.

Hope this helps.

Thanks,

Steve

Was this reply helpful? Yes No
Suggested answer

JAngle 113 on at

Like (0)

Report

RE: Customer Statement by Dimension

Global dimension can be changed. There is a page action in the general ledger setup page. I wouldn't think this is a worthy situation for doing it though. I think you will need a modification to achieve this. The "Dimension Set ID" of each entry represents which unique dimension values are assigned to it. I think you would need to alter the customer statement report so it either groups data inherently on report creation or you get each shortcut dimension exposed in the report and have the report layout with RDLC conduct the necessary grouping logic at line level. You could then use a conditional hide based on a global variable you set for the invoice type.

Either way it is not a swift fix.

Was this reply helpful? Yes No
abutler1986 677 on at

Like (0)

Report

RE: Customer Statement by Dimension

Hi Steve,

Ok little closer now thanks, however I am testing this logic on my sandbox and noticed that the two global dimensions are locked and can't be edited however I can use one of the shortcut dimensions however upon doing this I can't see if on the filter list on the customer statement so assume it can only be the global ones? Is there any way around this?

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

RE: Customer Statement by Dimension

Andrew,

No you are good. On the Customer Statement option pop-up, go to the Filter by Totals fast tab section and add a Filter using the InvoiceType Dimension. It should appear on the list as long as you have added it to your General Ledger Setup as Global 1 or Global 2 Dimensions.

Thanks,

Steve

Was this reply helpful? Yes No
abutler1986 677 on at

Like (0)

Report

RE: Customer Statement by Dimension

Hi Steve,

Thanks for the fast response. So just to be clear I am thinking of doing something like this:

Are you saying currently when I run a customer statement in BC I won't be able to drill down using the dimensions as per my screenshot? How would I go about changing the customer statement to look at these dimension values and split out invoices by the chosen dimensions?

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

RE: Customer Statement by Dimension

Andrew,

In Business Central you have Document Type, when processing Customer Entries that could appear on a Statement, that include:

1. Invoice

2. Credit Memo

3. Payment/Refund

4. Blank (could come from a journal entry with no document type)

It sounds like you want to break the Document Types down by Personal and Housing. You could use Dimensions for this yes and define the Item and Customer to default the Dimension value. You can also manually set on the Sales Order too.

When running the statement, you can filter totals to only include a Dimension (shown below). I am guessing that Customer could have multiple Invoices by Personal or Housing.

You might consider updating the Customer Statement Report to have a column showing the Dimension (Type) vs filtering at all. Since the Statement might go to the same email or mailing address, adding the column and possibly sorting the Report by Dimension (Type) could be the better solution.

Hope this helps.

Thanks,

Steve

Was this reply helpful? Yes No