Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Financial Dimensions a...
Finance | Project Operations, Human Resources, ...
Unanswered

Financial Dimensions are not changing automatically if we select different items

(0) ShareShare
ReportReport
Posted on by ax.tech 86
Hi Experts,
 
In a sales or purchase contract if a user has selected one item in that contract its financial dimension automatically comes up which already exist in my system but now if the user is selecting any other item its financial dimensions are not changing. Can you please help how to fix this issue?
 
 
Thanks in advance looking forward to hear from you.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    Financial Dimensions are not changing automatically if we select different items
    Hi Arun,
     
    I already provided the answer in my previous reply. It is working for new lines. If you have an existing line, during the merge of dimensions, it will only copy the dimension values if there is no value for these dimensions on the line.
  • Community member Profile Picture
    Community member 2 on at
    Financial Dimensions are not changing automatically if we select different items
    Hi Hana and Andre thank you so much for replying.
     
    for example while creating a purchase/ sales contract if we add any item its financial dimension automatically comes up its a customization but if we want change that item old dimensions are coming and we are changing it manually as of now. so want your help in this issue. can you please tell me how to fix this.
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Financial Dimensions are not changing automatically if we select different items
    Hi,
    Can you provide detailed screenshots or relevant paths? Based on your description, you can check the project and contract settings to see if any default dimensions are specified at the project contract level.
    For more information you can check out the following link：
    Financial dimension defaults | Microsoft Learn
    Best Regards,
    Hana
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    Financial Dimensions are not changing automatically if we select different items
    Hi Community user, 
     
    Did the user create a new line or changed the existing line? I would recommend creating a new line as the dimensions will be merged from the released product. Only when particular dimensions don't have a value, they will be copied from the product.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans