Financial dimension allocation on forecast positions

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What’s new and planned for Dynamics 365 for Finance and Operations. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

You can maintain financial dimension default templates for forecast positions on the Forecast position form by using controls on the Financial dimensions FastTab. You can also create a new template directly from the form. You can validate whether a forecast position's default dimensions are legal in your organization's chart of accounts. For any forecast position, click the new Validate button on the Action Pane to see whether the financial dimension setup for your forecast position is valid. The validations are made against the account structure that you identify on the Human resources parameters form. This quick validation can help you catch errors before you attempt to generate a budget plan from a forecast position. You can validate many positions from the Forecast positions list page.