More control over settings for Default Dimensions

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users, automatically Mar 2021 Apr 2021

Business value

Consistent and accurate dimension value attributes on operational and financial transactions ensures great insights from business data in Business Central. With this feature, your controllers and finance and accounting users have greater control over prerequisites for recording any transaction that must include dimension value attributes that will later be used in business analysis and reporting.

Feature details

Instead of allowing users to pick just any dimension value, when the dimension Value Posting is set to Code Mandatory, using Allowed Dimension Values in the Default Dimensions page, users can now pick from a predefined list of allowed dimension values that controlling, finance, or accounting departments choose as valid for particular master data, documents, or transaction posting in Business Central.

For example, your company wants to track customer revenue by geography using the AREA dimension, as shown in this example in the Business Central documentation. Your finance department sets all customer revenue transactions to include an AREA dimension value by choosing Code Mandatory in the AREA dimension's Value Posting column in the Default Dimensions page.

Continuing the example, you have a customer that has operations both in North and South America, but not in the Pacific area. For such customers, you choose Code Mandatory in AREA dimension's Value Posting column in the Default Dimensions page, and then, in the Allowed Dimension Values field, you choose North America and South America only.

This way, Business Central checks the dimensions values and requires the order processor to specify an AREA dimension value, and that the dimension values that the order processor picks are either North America or South America when they post sales invoices and other transactions for this customer.

Allowed Dimensions Filter column on customer's Default Dimensions page

Allowed Dimension Values page showing selected (allowed) dimension values

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