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Advanced Accounting Rules-Nested, Dependent Values Not Working

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Hello - I am trying to utilise advanced accounting rules to created nested or dependent values. The need is very straightforward but I can't seem to get the rules to work.

I have 2 financial dimensions which are segments in my account structure. One of the dimensions needs to have its values narrowed down based on the value selected in the first dimension. Example: I have a segment named Fund with a list of 10 or so values. I have a second segment named Line of Accounting with a list of 3 values. Each fund value can only be associated with 1 line of accounting so when I select a fund value from the list, I don't want to see all 3 values in the Line of Accounting list; I only want to see the value the fund is associated with. When I try to create say a PR, I select a value from the list of Fund segment, then click on Line of Accounting segment, I still see all 3 values in the list.

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Dynamics 365 Finance

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi,

Do you want to have the 2nd Dimension to be derived dimension of the first Dimension?

If yes, check the below blogs about the derived dimensions:

https://www.loganconsulting.com/blog/derived-dimensions-in-dynamics-365-for-finance-and-operations/

Thanks,

Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue

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Community Member on at

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Hi Waed - I had not considered using derived dimensions. That could be a possibility but when I go to the Financial dimensions screen and select my 1st dimension (which happens to be the first segment in my account structure), the Derived dimensions option at the top greys out. It's not selectable.

For information - Fund is a financial dimension based on Fund (General Ledger > Funds); does that make a difference?

EDIT: As it turns out, it appears that derived dimension functionality is not available to the Fund entity because it is company specific. So, I need to figure out the issue with the advance accounting rules.

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Upon further testing, the advanced accounting rule is working for transactions such as general journal entries and invoice journals but is not working for purchase requisitions. Does this sound accurate?

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