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Auto populate dimensions

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How to auto-populate the dimensions on item journals. For e.g., if a new transfer order is getting created then the mandatory dimensions to be filled on the Dimension Set Entries form.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,698 Super User 2024 Season 2 on at
    RE: Auto populate dimensions

    Hi, just adding two points.

    Default Dimension Priorities (Avoiding conflicts)

    https://yzhums.com/23962/

    More control over settings for Default Dimensions (Allowed Values Filter)

    https://yzhums.com/10848/

    Hope this helps as well.

    Thanks.

    ZHU

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    Dynamics 365 Profile Picture
    Dynamics 365 2 on at
    RE: Auto populate dimensions

    Hi Diwakar

    To Auto Populate the Dimension Value, you need to tagged the Dimension Value at Item Card Level.

    pastedimage1671986727994v1.png

    Similarly, If you want to make this Dimension mandatory or using the same which you have assign at Item Card you can use Value Posting.

    pastedimage1671986842496v2.png

    As for this, I have taken Value Posting as Code Mandatory, So System will not allow to  post the Item Journal If my Department Code Dimension is blank.

    At Item Journal you will get by default value which you have tagged at Item Card level.

    pastedimage1671987024021v3.png

    pastedimage1671987099412v4.png

    pastedimage1671987118787v5.png

    Hope It will Help you

    Please Verify My Answer if you found this relevant so that it will help to others Community Members also.

    Thanks

    Aman

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Auto populate dimensions

    As Manan mentions you should use default dimensions to fill your business need. Here is a link to the product documentation around setting up dimensions and default dimensions.

    learn.microsoft.com/.../finance-dimensions

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    Manan_Shah Profile Picture
    Manan_Shah 1,457 on at
    RE: Auto populate dimensions

    Hi Diwakar,

    As you are mention about Item Journal possible you are talking about Items. You can define Default Dimension value on Item card. So in system anywhere, when you making transaction with that Item system will autofill dimension value for that Item.

    pastedimage1671969163131v1.png

    Hope this will help.

    Many Thanks,
    Manan

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