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Microsoft Dynamics AX (Archived)

Where are financial dimensions on released products used?

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We are considering a decision to change the way we have had our financial dimensions set up on our released products because it may be creating more work, but I want to reach out to make sure we are considering all the ramifications of a decision like this.

The reason we are making the change is because every time we do an inventory adjustment, counting journal, or production order, we are currently having to change the financial dimension 'Division' on the transaction lines to the correct division. The inventory/production division is different than the sales division, but after some testing it appears that the sales orders will take the customer's financial dimensions rather than the product's dimensions. We were advised to have the product financial dimension be whatever we want the product to have for sales purposes, but if the sales order lines are inheriting their financial dimensions from the customer record, we do not need to have that released product financial dimensions default set to the sales value.

I'm sure I'm leaving out some critical information, but this is our thought process right now. Are we oversimplifying this? Is there some areas we are not considering that would be hugely impacted? Any thoughts would be helpful.

--Scott

*This post is locked for comments

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    307,856 Super User 2026 Season 2 on at

    Hi Scott,

    The default dimensions from the product are only used on e.g. the sales order line if the specific value is not filled.

    The flow is:

    Sales order header is taking the dimensions from the customer.

    Then it is possible to update values if you need to do so.

    The sales line is then taking the dimensions from the sales order header.

    When you provide an item, the dimensions which are not filled are taken from the released product.

    If you need to have the dimensions taken from the item, you have to ensure it was not filled at the customer or the sales header.

  • Suggested answer
    Richard Wehmeyer Profile Picture
    1,004 on at

    There is a way to lock a financial dimension to Site which appears to override all other financial dimensions.  Even when a financial dimension is specified on a line the posting gets the financial dimension.  If you create this lock there is no way to override it that I have been able to find.  

    To enable Site-to-dimension link: InvWhseMgmt>Setup>Posting>Dimension link

    To set up dimension-to-site reference: InvWhseMgmt>Inventory breakdown>Sites


    The posting will always take the dimension from the site the transaction happens at.  If you sell an item and it is inventoried at division 06 then the posting will carry the dimension "06" despite anything done to the financial dimensions on the vendor, project, item, or line.

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