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Use global dimension for Items and Item Groups

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Posted on by hkusulja 50

Hello,

I am missing something, so asking for help here to achieve a goal which is to have Product/Item groups, and then track them as dimensions. Each Item should have its own one Item Group and when creating Purchase Invoice or Sales Invoice it should automatically populate that group information (so no manual selection for dimension is needed).

I am using Dynamics 365 Business Central, v19 SaaS, and I have created Dimension "Item group".

For now, I see maybe two possible solutions, none of them works:

1. Inventory Setup > Dimensions - Item group dimension

This option seems like no effect for nothing further. I do not see how to specify on each Item, to which Item Group does it belong. Will this then be pulled out when filling Sales Invoice Lines also?

2. Set Global Dimension Code to "Item Group" , but still I do not see how to put it on each Item ?

Should I customize Page and display field "Global Dimension 2" ? will it be automatically retrieved for each Sales Invoice Line?

Thank you

Categories:
Other
Financial Management
Sales
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Use global dimension for Items and Item Groups

    Hi Hrvoje

    I used Configuration Package to upload default dimension values for Items Dimension code.

    You can create a new Configuration Package for table 352.

    This is an example:

    Table ID is 27 for Item default dimension

    No. is the item code

    Dimension code is your Dimension

    Dimension code value is the default value for that item

    Parent type - use "Item"

    item-dimensions.jpg

    Hope this helps

  • hkusulja Profile Picture
    hkusulja 50 on at
    RE: Use global dimension for Items and Item Groups

    Ok, great, thank you, I confirm this works and is possible solution for my case.

    Also, if you can help me, how can I set for all my existing Items a new Dimensions using Excel Add-in?

    Also, regarding the other option - Inventory Setup - Item group dimension I found the blog - Business Central Inventory/Sales Analysis – Item Group Dimension Code | Josh Anglesea (wordpress.com)

    However, it seems is just for analysis reports inside BC, but not posted in G/L right?

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,423 User Group Leader on at
    RE: Use global dimension for Items and Item Groups

    Did you assign to each item it's Default Dimension value for the Item Group?

    On the Item Card, under Related Information, Items, Dimensions, you can add the default dimension for the item that will travel with the item as it is used in transactions. My example has product category where your's will have item group.

    pastedimage1645132640103v1.png

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