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Finance | Project Operations, Human Resources, ...
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What entity will help mass update vendor financial dimensions

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Posted on by 2

Hello all,

Is there a Data Entity in D365 that can help update a large number of vendor financial dimensions in one go. 

Any help will be appreciated

Thank you

  • André Arnaud de Calavon Profile Picture
    293,289 Super User 2025 Season 1 on at
    RE: What entity will help mass update vendor financial dimensions

    Hi Usman,

    Have you looked at the execution details for more information and details of the error(s)? Do you actually have the values 000000, 000, and 000 in your application? If not, the update stopped because of non-existing values.

    Have you set up the dimensions for integration? Menu path: General ledger > Chart of accounts > Dimensions > Financial dimension configuration for integrating applications.

    Do you need to clear the values or set other (valid) dimension values?

  • Suggested answer
    salman ahmad Profile Picture
    97 on at
    RE: What entity will help mass update vendor financial dimensions

    Hi there alot of times i have to update vendor financial dimensions i use the excel add on approach that is pretty simple.

    1. open the vendor v2 add on.

    2. add one vendor dimension manually  to verify the dimension column otherwise it will be financial dimensions or default ledger financial dimension.

    3. go to design format and add all the column it will show in which column the dimensions are appearing just add dimensions there.

    i hope it work for you.

    thank you

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    4,511 User Group Leader on at
    RE: What entity will help mass update vendor financial dimensions

    Hi Usman Syal,

    Please add all required* fields and default financial dimension field, update required details and publish.

    Please let us know if this helps.

    Thanks,

  • Mohit Rampal Profile Picture
    12,556 Moderator on at
    RE: What entity will help mass update vendor financial dimensions

    I have tested removing financial dimension while importing existing vendor and its working. Instead of adding  000000-000-000, just empty the field DEFAULTLEDGERDIMENSIONDISPLAYVALUE in the file, it will remove all financial dimensions for that vendor.

  • US-22040800-0 Profile Picture
    2 on at
    RE: What entity will help mass update vendor financial dimensions

    Hi Mohit,

    I ran the Vendor V2 Entity without the DEFAULTLEDGERDIMENSIONDISPLAYVALUE which updated the vendor master. I tried that again by removing all columns and just leaving vendor name and DEFAULTLEDGERDIMENSIONDISPLAYVALUE.

    This did not work, threw an error "0 record inserted in staging".

    Trying to load dimension string 000000-000-000. I can try the publish route and see what happens. In the meantime, any suggestions where i might be missing a step when using Vendor V2 entity. Thanks

  • Suggested answer
    Mohit Rampal Profile Picture
    12,556 Moderator on at
    RE: What entity will help mass update vendor financial dimensions

    Hi Usman, 'Vendors V2' data entity can be used to update vendors financial dimension by updating field DEFAULTLEDGERDIMENSIONDISPLAYVALUE or use Excel-add in to update this field and publish.

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