Creating LedgerDim value for GJ with account type Customer

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Posted on by AxTushar

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Hello Folks,

I have a requirement wherein I am creating GJ with account type as customer through code, when I do this system automatically creates LedgerDimension based on value being passed in method LedgerJournalTrans.parmAccount() which is my Customer account number and account type. Here default dimensions are also fetched automatically from the customer master to create Ledger dimension.

Now I need to do a customization wherein my default dimension should not be fetched from Customer master but must be created based on values which we want to pass (I able to create a default dimension with req logic correctly) but further I am not able to create LedgerDimension by using this Default dimension and customer account number, can someone suggest how can I achieve this ?

Further let me point out I successfully created Ledger dimension for scenario where account type is Ledger by combining my default dimension with main account, but same code doesn't work with account type customer and not sure instead of main account weather I can pass customer account number.

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Development / Customization / SDK

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CU06080557-0 on at

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Creating LedgerDim value for GJ with account type Customer

LedgerDynamicAccountHelper::getDynamicAccountFromAccountNumber('CustomerID', LedgerJournalACType::Cust)

The above method is depricated now, can someone please tell the new ,ethod to set the ledgerDimension with differents semgamnts ?
AxTushar 1,355 on at

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RE: Creating LedgerDim value for GJ with account type Customer

Thanks Satish and Sukrut for sharing your knowledge and clearing all my questions and understanding.

Hope this conversation will help others. Thanks again.!
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Satish kakileti 185 on at

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RE: Creating LedgerDim value for GJ with account type Customer

Hi Tushar,

There is no need to override ledger dimension.

But when you are assigning values, write code for ledger dimension field first and tablebuffer.modifiedField(fieldnum(TableName, LedgerDimension)) in the next line and after that write code for assigning your default dimension value, why because the moment you select ledger dimension , default dimension will be picked from the master by default. So if you write in the above format, your default dimension can override the existing default dimension.

Thanks,

Satish Kakileti.
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Sukrut Parab 71,682 Moderator on at

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RE: Creating LedgerDim value for GJ with account type Customer

Hi Tushar ,

When you select type as customer and select customer manually behind the scenes ledger dimension field is field in . code below does the same thing for you.

LedgerDynamicAccountHelper::getDynamicAccountFromAccountNumber('CustomerID', LedgerJournalACType::Cust)

Now when you click financial dimension button and select dimension over there that when default dimension field is filled in . Hope this is clear now. You don't have to override ledgerDimension field with anything .
AxTushar 1,355 on at

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RE: Creating LedgerDim value for GJ with account type Customer

Hi Satish,

Thanks for helping me understand.

I am pretty clear now but I don't want my default dimensions from customer master.. I am creating my own default dimension I'd.. now as per your suggestion I will assign newly created default dimension I'd to default dimension field of my journal line.. and will also create ledger dimension for customer by using:

LedgerDynamicAccountHelper::getDynamicAccountFromAccountNumber('CustomerID', LedgerJournalACType::Cust)

Below are my observation:

1. I can see in journal line form that I have successfully overridden customer default dimension with default dimension as per my logic as required by business

2. But I see Ledger dimension field value to be same as previous

Thus my question now is:

1. Is it now alright to post journal with newly created default dimensions ? Will it give me correct impacts

2. Or I am required to override ledger dimension field also ? This is because I have overridden default dimensions from customer master with my own default dimensions in DefaultDimension field of my journal line

Thanks again :)

Tushar
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Satish kakileti 185 on at

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RE: Creating LedgerDim value for GJ with account type Customer

Hi Tushar,

As Andre said, there is one designated field for default dimension in journal lines in case account type is customer or vendor or bank or asset, so there is no merging of dimensions required here. In your case, first you should create ledger dimension for customer i.e., using LedgerDynamicAccountHelper::getDynamicAccountFromAccountNumber('CustomerID', LedgerJournalACType::Cust) and you can pass the default dimension of customer to the journal line default dimension.

Thanks,

Satish Kakileti.
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Sukrut Parab 71,682 Moderator on at

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RE: Creating LedgerDim value for GJ with account type Customer

You should try using code which I shared from my blog or refer my blog . You can look at the section where it says get lederdimension for any account type.
AxTushar 1,355 on at

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RE: Creating LedgerDim value for GJ with account type Customer

Thanks Andre for your valuable reply.

So does this mean that I don't have to use LedgerDimension field for account type customer or vendor and only need to populate value in DefaultDimension field ?? although I see system does create a value in this field along with fetching dimensions from customer master.

Again I just want to know how can I create Ledger dimension field value with x++ code for journal line with account type to be customer or vendor ?
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Sukrut Parab 71,682 Moderator on at

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RE: Creating LedgerDim value for GJ with account type Customer

Customer and vendor are part of defaultDimension . If you want to merge default dimension with ledgerdimension then use class LedgerDimensionfacade lass mergeLedgerDimensions
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André Arnaud de Cal... 294,336 Super User 2025 Season 1 on at

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RE: Creating LedgerDim value for GJ with account type Customer

Hi Ax_Tushar,

When you are using a main account, the dimensions will be part of the LedgerDimension field. If you are using another account type like a customer or vendor, the LedgerAccount will only contain the customer or vendor number. The dimensions should then be created and stored using the DefaultDimension field of the LedgerJournalTrans table.