This 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:
- From Location = EAST
- To Location = WEST
The PROD dimension will be copied from location WEST.
You fill in the fields in the opposite order, as follows:
- To Location = WEST
- From Location = EAST
The ADM dimension will be copied from location EAST.
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 |
| 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 |
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| 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 |
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| 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 |
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