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Small and medium business | Business Central, N...
Suggested Answer

Setting up a new COA with dimensions as a filter to prevent long COA GL string

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I was told that Dynamic 365 has the ability to use dimension codes to replace the traditional long string GL codes you find in older COA.  I was hoping to set up a tradiional COA with a 4 digit GL code (ie.  assets  1000, Liab  2000,  OE  3000   rev  4000  exp 5000  etc..)  the set up 3 different dimensional codes that a data entry person could maybe use a drop down box to select  1 the company   2 digit code (I have several companies I am consolidating into on COA.  company A might be 01  company B  02    the second dimension I was hoping to set up was the location with a 3 digit code.   xxx  identifing the state and terminal/shop.  ie   101 might equal  AZ  Tucosn   201  might be TX  houston   301 might be OK  city  and the final  dimension codes would be the products or services I provide.  3 digit cost that might be trucking, grinding or construction.  ex...  110 might be trucking rock,  210 might be grinding stock,  310 might be RR ties

ultimately,  I would have my AR or AP staff coding an invoice  (example  sales of trucking in houston tx, rock)    sales GL code  4000 .  company b  02    location in Houston TX   201   final string be rock production  210

From what I have read, this can be set up in 365 dynamic BC,  but none of the training forum show how to do that.  Anyone know how?

  • Suggested answer
    YUN ZHU Profile Picture
    103,678 Super User 2026 Season 2 on at

    Hi, If my understanding is correct, you only need to set Dimensions in G/L Account, there is no limit on the number. And it can be modified before posting (such as in General Journals).

    pastedimage1683243534140v1.png

    pastedimage1683243548618v2.png

    pastedimage1683243600489v3.png

    pastedimage1683243607308v4.png

    In addition, if you just want a fixed number, you can also use the No. 2 field.

    pastedimage1683243800113v5.png

    Hope this helps.

    Thanks

    ZHU

  • Suggested answer
    Gavin Profile Picture
    2,510 on at

    Hi,

    To add to the replies I'd also say after creating the dimensions ensure you have added them in the "General Ledger Setup" page

    For example first add the 3 dimensions in the "Dimensions" page:

    pastedimage1683283674492v1.png

    then go to "General Leger Setup" and add them as either Global or Shortcut dimensions:

    pastedimage1683283726324v2.png

    After they have been added to the General Ledger Setup you should be able to see them on Sales Invoice, Purchase Invoices, Journals etc 

    For example here on a Sales Invoice

    pastedimage1683283796630v3.png

    Hope this helps

    Thanks

    Gavin

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