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Hi,
I am trying to find a way to automatically assign dimension values based on the Job. This is to automate all transaction that are posted for the job, but especially for timesheets. if I have a dimension value set for Each job, which is nothing but the job no itself, how can I automatically put this as the dimension value when posting the job ledger.
thanks
Thank you for sharing final outcome as it will help others.
I found a way: as long as the job tasks have dimensions assigned to them single or multiple then the dimensions will be assigned to transaction that are associated to the tasks. But they need to be assigned before the transactions are posted. I added dimensions to the job task, and job. One of the job, I assigned one dimension and another one I assigned two. After that I created Job ledger entries via timesheet to those task and the dimensions were populated based on what was assigned to the task. Microsoft should update their documentation to make this functionality easier to find.
Hi, I feel like this needs to be customized. You can contact your partner to discuss the details of this feature.
And hopefully other experts can give you better advice.
Thanks.
ZHU
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