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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Export financial dimen...
Finance | Project Operations, Human Resources, ...
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Export financial dimensions through Electronic Reporting

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Posted on by Community Member

Hello, 

I set up a report through electronic reporting (ER) listing all vendor invoices and I would like to display the main account and financial dimensions associated. 

In the data model mapping, I use the VendInvoiceTrans table and the function Financial dimensions details to get the parameter (to be able to select the financial dimensions to display)

pastedimage1598558795785v1.png

So far so good. 

In the vendInvoiceTrans record list, I use the 'LedgerDimension.Dimension'.'Main account and dimensions' record list binded to E_DimensionData, then the two fields Code and Name 

pastedimage1598559019337v2.png

In the format designer, I set up two horizontal ranges to dynamically create as many columns as populated in the financial dimension parameter. 

pastedimage1598559288218v3.png

pastedimage1598559408814v4.png

It populates the column names but not the values. When I debug, the ledgerdimension field is "0". 

pastedimage1598559596976v5.png

Did anyone try this methodoly to get the financial dimensions as columns in ER? 

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  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Good morning Antonie B,

    What financial dimension values do you want to show in your report?

    The one from the vendor - i.e. the default financial dimensions - or the one that have been used for posting?

    In the latter case you have to decide whether you want to see the financial dimensions that have been posted with the summary account ('accounts payable account') or those that are posted with the inventory or expense accounts. Depending on what you want to see, you have to make your 'way' through from the vendtrans until the generaljournalentry and generaljournalaccountentry tables to grab the respective fields. That can quickly get a bit complex especially if you deal with split postings that have multiple lines but it is doable.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Good Morning,

    Thanks for getting back to me.

    When I run the report, I have a parameter that let me select the financial dimensions I want to display.

    pastedimage1598598981010v1.png

    The one that have been used for posting, and especially the one posted with the inventory or expense account.

    Do you think I need to use a JOIN function to build the relation between VendInvoiceTrans and Generaljournalentry ?

    Kind regards,

  • Community Member Profile Picture
    Community Member on at

    Or Through Source Document Line > Accounting distribution >  subledgerJournalAccountEntryDistribution...

  • Community Member Profile Picture
    Community Member on at

    That's the way to go ! It works fine going through that path

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