New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Set Default Dimensions on Locations, Inventory Documents and Journals

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The nineteenth of the new functionality in the Application section is Set default dimensions on locations, inventory documents, and journals.

Dimensions are values that categorize entries so you can track and analyze them using various reporting tools. For example, dimensions can indicate the department or project an entry came from. Having default dimensions on entities helps people avoid making mistakes and having to enter dimensions manually on the transaction level if all goods come from a single location and department.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

In this release Microsoft are completing the Default Dimension on Location feature that they introduced several releases ago.

You can set default dimensions for a location on the Location Card page by choosing the Dimensions action. When you choose the location on a line in one of the following documents, its default dimensions are copied to the document:

  • Transfer Order
  • Physical Inventory Order
  • Inventory Shipment
  • Inventory Receipt
  • Item Journals

If needed, you can delete or change the dimension on the line.

You can require that people specify dimensions for specific locations before they can post an entry. You can also include location dimension values in Default Dimension Priorities and Dimension Combinations for combinations of priority and dimension rules.

Because transfer order documents and reclassification journals deal with more than one location, the order in which you enter data is important. Default dimensions are copied from the last location field (In-Transit Location is ignored). The following examples illustrate the default dimension that will be used.

You have the following dimension settings:

  • Location EAST. Department dimension is ADM
  • Location WEST. Department dimension is PROD

You specify the location on a transfer order as follows:

  1. From Location = EAST
  2. To Location = WEST

The PROD dimension will be copied from location WEST.

You fill in the fields in the opposite order, as follows:

  1. To Location = WEST
  2. From Location = EAST

The ADM dimension will be copied from location EAST.

Default Dimension Priorities

My Opinion

I’m fairly new to working with Dynamics BC, but I am finding that dimensions are quite a useful way of managing additional information on postings. The previous ERPs I worked with did not use dimensions so the concept is fairly new to me.

Having default dimensions on locations makes a lot of sense, to the extent that I’m surprised they weren’t already available.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1
Use Business Events To Notify And Trigger External Systems
Get Started With More Sample Power Automate Templates And Power Apps
New Approval Workflow Experience With Power Automate Templates
Support Dynamic Environment And Company In Power Platform Connector
Remove Modification Limits For Triggering Flows
Use Power Automate To Post Adaptive Card Or Link To Business Central Record
Adjust Exchange Rates Easily, Replace The Built-In Batch Job
Use Different General Ledger Accounts For Payables, Receivables
Avoid Document Number Errors When You Post Item Journals
Company Hub Now Lets Admins Add User-Specific Settings
Define Content Of Created Warehouse Documents With Filters
Intercompany Posting Setup Supports More Transaction Types And Streamlines Flows
Preview Item Journals Before Posting
Review General Ledger Accounts Faster
Set Up And Sync Master Data Across Companies
Ship And Receive Non-Inventory Items On Warehouse Documents
Shopify Connector Becomes Extensible
Shopify Connector Becomes Extensible
Synchronize Returns, Refunds From Shopify
Undo Transfer Shipments
Swedish Localization Delivered As Extension
Supporting More Countries And Regions
AL Explorer And AL Home In Visual Studio Code AL Extension
Attach AL Debugger To Active Session Or Next Session
Improved Compiler Resource Handling And Faster Code Analyzers
Optimized Runtime Package Generation For Sharing
Provide Title And Custom Actions To Error Dialogs
Control Database Locking Behaviour
AL-Go For Github – Modern Devops For Partners
ISVs Can Organize A Preview For Their Appsource Apps
Experience Improved App Management Settings
Get An Improved Cloud Migration Status Overview
Include Or Exclude Tables From Cloud Migration
Transfer Environments Between Azure Ad Tenants
Non-Deductible, Partly Deductible Vat Expands Functionality
Audit File Export Eases Saf-T Compliance
Easily Find And Install Payroll Apps From Within Business Central
Modern Tooltips Are Easy To Read And Understand
Refresh Of Content To Support Modern Tooltip UI
Experience Enhanced Adaptive Cards In Teams
Configure Security Controls For Teams Cards
Add Existing Table Fields To Optimize Your Pages
Drag And Drop Files Onto The File Upload Dialog
Access Actions And Navigation Menu Efficiently With Keyboard
Get More Productivity Out Of An Optimized Action Bar On All App Pages
Get Unblocked Using Actionable Error Messages In Select Application Areas
Tailor Action Bar To Fit Your Needs On Document Lines
Copy And Paste Readable Hyperlinks
Removed Functionality
Add More Columns to Pages for Better Insight
Catalog Items Use Standard Number Series, Can Include in Blanket Sales Orders
Demo Tool and Data for Warehouse and Inventory Scenarios
Easier to Create Opening Balances for Item Tracked Inventory
Post multiple transfer orders at the same time
Set Default Dimensions on Locations, Inventory Documents and Journals
Usability Improves for Transfer Order: Select Multiple Items, Mandatory Fields
Usability Improves for Warehouse, Inventory and Tracking Areas
Use Advanced Warehouse Functionality With Minimal Complexity
Use Statistical Accounts to Collect Data for Financial Reports
Save Time With Automatic Account Codes (Sweden and Finland Only)
Country/Regional Expansion – Andorra
Define Regional Settings Per Report Using a Region Property
Extensions That Fail Pre-Upgrade Validation Get More Detailed Error Insights
Delegated Admin’s Job Queue Entries Are Run by User
Manage User Permissions Using Security Groups
Analyze, Group, and Pivot Data on List Pages Using Multiple Tabs
Allow Application and Tenant Databases to Differ in Collation
Business Central server runs on .NET 6
New telemetry events and data
Performance – OData calls are now faster
Improved Alignment of Headers in Statistics Pages

What should we write about next?

If there is a topic which fits the typical ones of this site, which you would like to see me write about, please use the form, below, to submit your idea.

Your Name

Your Email

Suggested Topic

Suggestion Details

Leave a Reply

Your email address will not be published. Required fields are marked *