This post is part of the In Microsoft Dynamics 365 Business Central (Financial), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.
In recent posts of this series, I took a look at dimensions, and how global and shortcut dimensions are maintained and used. There is additional functionality wich make dimensions easier to use and which can hugely reduce the amount of effort required to add them to transactions.
The first two of these pieces of additional functionality are default dimensions and dimension priorities. I thought I’d explain these in the same post as they are very closely related.
Default dimensions allow you to specify dimensions and dimension values which are automatically applied to transactions lines as the line is being entered. These defaults can then be amended if needed, but they will be added and no effort is required if the default values are correct.
As dimensions can be assigned to G/L accounts, vendors, customers and other records in Dynamics BC, there is a choice available as to which of these should provide the default dimension during transaction entry. This is where the dimension priority comes in; you can specify in Dynamics BC the order in which the locations with default dimensions are specified are read, which will determine how the defaults are populated.
There is setup needed for both of these, which I’ll cover in the upcoming articles, but getting the defaults and priorities set up correctly can save a substantial amount of time and effort.
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