EX045 Advanced Dimensions Management (ADM)

Set filters on the G/L Account Dimensions in Microsoft Dynamics 365 Business Central

Quick Guide



1Enter the Dimension filter setup
2Create an invoice
3When entering the Dimensions, the system proposes the ones previously set

Introduction


The Advanced Dimensions Management (DMT) Eos Solutions app allows, on the G/L Account Card, to set filters on the Dimensions selected by the user and to force Dimension Codes during the invoice posting.

Subscriptions

Some features of this app require a subscription.

The subscription can be activated from Subscription control panel page or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard.

In details:

  • FREE-DEMO-TRIAL version: it’s automatically activated at first request and give full access to all features. This trial expires after 20 days from the activation

  • FULL VERSION: it’s possibile to buy a full version that will last for 12 months, following the wizard and accessing to the EOS AppStore

See https://www.eos-solutions.app/ website for more information.

Default Dimensions

The “Force Same Dimension value” flag is present on the “Default Dimensions” page of the single G/L Account: if set to Yes, upon entry of the writing/document, the system forces the value of the dimension present in the “Dimension Value Code”. This management is indispensable in order to be able to set a dimension value on the transactions relating to those accounts automatically fed by the system in the posting phase (e.g.: profits/losses on exchange rates, capital gains/losses from asset disposals, etc.). I

t is also possible to use this setting if dimensional values ​​are not associated with master data (e.g.: Purchase items), but you want to force a dimensional value in the general transaction (e.g. common raw materials).


Example - Registration of payment in foreign currency with recognition of the exchange difference

Recording of payment of a USD currency item with accounting recognition of the exchange difference on the ledger “423350 - Loss on exchange”: depending on the presence of the “Force Same Dimension value” flag, when the payment is recorded, the system forces the dimensional value set to setup for the CDC dimension.


Default Dimensions - “Dimension Filter” action

The “Dimension Filter” action is present on the “Default Dimensions” page of the single G/L account: with this function it is possible to enable a set of values ​​of a given dimension, for a specific G/L account.


Example - Posting Purchase Invoice to Account with Dimension Filter

For the G/L account “401150 - Purchase of materials and services for production” only the following CDC dimension values are enabled:


Recording of a purchase invoice which moves the ledger “401150 - Purchase of materials and services for production”: when selecting the CDC dimension values, the system only shows the enabled values.



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