web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

account + financial dimension structure (in one column)

(0) ShareShare
ReportReport
Posted on by 40

Dear community,

I am struggeling a bit with the structure of the combination of an account and the financial dimensions. 

What we would like to have:

1. for accountants who book the invoices  --> view only the financial dimensions, who are mandatory or optional to choose (so exclude all dimensions which are not relevant for these specific accounts, while booking)

2. Show in the voucher transactions the same sturcture of account and financial dimension

What I explored is that i could have only option 1 or 2, due to the accounting structure (so  either I exclude some financial dimensions --> then the strucuture in the voucher transactions ca differ between the accounts or while booking the accountants see always all financial dimension.

How can I solv the problem?

best regards

Chris

I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at

    Hi,

    I Didn't understand your 2nd point.

    Also, are you saying not relevant = not required for anyone?

    If so, can't you just suspend those fin dim? It won't show to them.

  • Chris__ Profile Picture
    40 on at

    in point 1 i have for example (different accountign structures):

    Account A-cost center-department-country

    Account B-cost center -brand

    point 2: (same account structure):

    Account A-cost center-department-country-brand

    Account B-cost center-department-country-brand

    --> due to the same structure (account and financial dimension) i can analyse better if i export the vocuher transaction (i know in which point the different financial dimensions are). The disadvantage is, that for the accountant every financial dimension (if necessary or not used) is visible while booking.

  • André Arnaud de Calavon Profile Picture
    301,148 Super User 2025 Season 2 on at

    Hi Chris,

    It is indeed one or the other option. You can consider a customization to display the account and all dimensions in a calculated field on the voucher transactions.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 449 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 422 Most Valuable Professional

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 239 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans