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

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Posted on by Trachline Rail

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?

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Gavin 2,339 on at

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

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:

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

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

Hope this helps

Thanks

Gavin
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YUN ZHU 73,647 Super User 2024 Season 2 on at

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

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).

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

Hope this helps.

Thanks

ZHU