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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Mandatory financial di...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Mandatory financial dimension in one legal entity but not the other

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Posted on by Maij Ninodi 4
Hi Everyone,
 
I have a customer requirement that I am struggling with.
 
The requirement is as follows:
 
A financial dimension must be mandatory in one legal entity but not the other. For example, let's say the Business Unit dimension would be mandatory for the German legal entity (DEMF) transactions but not for the American legal entity transactions. So, if a sales order was being posted from Germany the user would get an error that the business unit cannot be left blank, but if a user were to post a sales order in the American entity then he would not get an error.
 
I have tried to do this with the account structure and blank/mandatory values but it didn't work because the account structure is a shared configuration between entities. I have also tried with advanced rules for account structures and it also turned out to be shared between the entities. Using legal entity override on the main account also doesn't work because the American entity wants to have the option to use the financial dimension.
 
Has anyone had a similar requirement or can provide some guidance? Thank you for the help and much appreciated !
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 302,549 Super User 2025 Season 2 on at
    Hi Maij,
     
    In case there are differences in the setup of dimensions, you would need to have different account structures. You can have an account structure for USMF and another for DEMF. You can also create an account structure per company.
    On the form Ledger, you define what account structure(s) to use per legal entity. In this way, you can have one account structure having a dimension mandatory and another one where the dimension is not mandatory.
  • Maij Ninodi Profile Picture
    Maij Ninodi 4 on at
    Hi Andre,
     
    I follow the configuration you explained. However, when I create an account structure in DEMF or USMF and configure it, the configuration is also duplicated across entities. I tried to add the account structure in the ledger only for USMF, however the rules were also duplicated in DEMF (not the ledger configuration but the account structure configuration). I think i am probably still missing a step correct? Thanks.
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,430 Most Valuable Professional on at
    You need to creat two different account structures and select seperately in legder.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 302,549 Super User 2025 Season 2 on at
    Hi Maij,
     
    The CoA and account structures are global data, so indeed they are indeed visible from each legal entity. On the form Ledger, you specifty which CoA and account structures are active for the legal entity. This Ledger form makes the distinction. Once an account structure is linked to the Ledger form, it will do a consistency check for overlapping main account setup.

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