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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to copy vendor def...
Finance | Project Operations, Human Resources, ...
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How to copy vendor default dimension when creating a new vendor on each entity ?

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Posted on by Awaxx 205
Hi guys, 

Could someone explain me how to copy vendor default dimension when creating a new vendor on each entity ?

Regards.
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,226 Super User 2024 Season 2 on at
    How to copy vendor default dimension when creating a new vendor on each entity ?
    Reach out to Microsoft support.  If the financial dimensions will always be the same across all legal entities, they may provide permission to share the dimension tables.  I did this a few years ago for a client and it worked well, but ONLY if all legal entities use the same dimension values.
  • Morgan Bazin Profile Picture
    Morgan Bazin 44 on at
    How to copy vendor default dimension when creating a new vendor on each entity ?
    Hi,
     
    I've run into this requirement before and found a bit of a clunker work around.
     
    The issue with the existing cross-company data sharing is that Financial dimensions are specific to legal entities, so they can't be shared.
     
    In the case that I was previously working on, the financial dimensions were the same across legal entities. This is critical to the workaround 'working'.
    The other prerequisite was that all vendor additions/modifications would occur from a specified legal entity only.
     
    Then I created a data management project to copy the Financial dimension fields from the "Primary" company to all the other legal entities. This would run at set intervals.
     
    This solution was not robust or timely, I wouldn't really recommend it as an option for real life use - but maybe it could help in finding a solution.
     
    Maybe something with PowerApps/Flow?
  • Awaxx Profile Picture
    Awaxx 205 on at
    How to copy vendor default dimension when creating a new vendor on each entity ?
    Someone with any help please ?
  • Awaxx Profile Picture
    Awaxx 205 on at
    How to copy vendor default dimension when creating a new vendor on each entity ?
    If someone got an idea it will be appreciate ?
  • Martin Dráb Profile Picture
    Martin Dráb 230,569 Most Valuable Professional on at
    How to copy vendor default dimension when creating a new vendor on each entity ?
    The error message says that you forgot to either select the record for update or do the update in a transaction (or both).
     
    But you can't safely take the value of DefaultDimension field from one company and use it in another company, because some of the values may be invalid there.
  • Awaxx Profile Picture
    Awaxx 205 on at
    How to copy vendor default dimension when creating a new vendor on each entity ?
    Someone have an idea to help please ?

    I tried to use DimensionDefaultFacade::copyDimensionValueToDefaultDimensionField but i got an error saying :

    "Cannot edit a record in Vendors (VendTable). The operation cannot be completed, since the record was not selected for update. Remember TTSBEGIN/TTSCOMMIT as well as the FORUPDATE clause."
  • Awaxx Profile Picture
    Awaxx 205 on at
    How to copy vendor default dimension when creating a new vendor on each entity ?
    Yeah that s right i m using crosscompany to share vendor data
     
    But as you see we could not share defaultdimension field value through this configuration, so i must find another way to do it 

  • Martin Dráb Profile Picture
    Martin Dráb 230,569 Most Valuable Professional on at
    How to copy vendor default dimension when creating a new vendor on each entity ?
    Okay, so we're talking about create vendors through GUI. And you mean legal entities (companies) when you talk about entities, right?
     
    How do you share the vendor with other companies? Do you mean using cross-company data sharing to create the same vendor there?
  • Awaxx Profile Picture
    Awaxx 205 on at
    How to copy vendor default dimension when creating a new vendor on each entity ?
    Example :
    When i create a new vendor on VendTableListPage and add a defaultdimension on it with entity 500 (example), this vendor is shared with the other entities (501, 502, ...) but not the value of the default dimension.
    So i need to find a way to copy this defaultdimension on the other entities but dont know how to do that and it s possible ?
  • Martin Dráb Profile Picture
    Martin Dráb 230,569 Most Valuable Professional on at
    How to copy vendor default dimension when creating a new vendor on each entity ?
    I'm sorry, but your requirement isn't clear to me. Can you tell us more about it, please?

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