Category: Business Central (Nav/Navision)

This post is part of the In Microsoft Dynamics 365 Business Central (Administration), 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.

Posting groups are how Dynamics BC determines to which G/L accounts transactions are posted. They work by mapping entities, such as customers, vendors, items, sale documents, purchasing documents and so on, to the G/L accounts in order to save time and reduce errors.

There are three types of posting group in Dynamics BC:

1. General posting groups are used to define how transactions should be posted to the general ledger for a particular customer, vendor, item, or resource. They allow you to specify default accounts for different types of transactions based on the entity being used in the transaction. For example, you might use a General Posting Group to specify the default accounts for sales or purchases for a particular customer or vendor.
2. Specific posting groups which are used to specify how transactions should be posted to the general ledger for a particular item or resource. They allow you to define default accounts for different types of transactions involving a specific item or resource. For example, you might use a Specific Posting Group to specify the default accounts for inventory transactions for a particular item.
3. Tax which are used to specify the VAT (Value Added Tax) posting setup for a customer or vendor. They allow you to define default VAT accounts for different types of transactions involving a particular customer or vendor. For example, you might use a Tax Posting Group to specify the default VAT accounts for sales or purchases for a particular customer or vendor

In the next few articles in this series, I’ll take a deeper look into each of the posting group types.

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.

Over a few articles in this series, I’ve taken a look at dimensions in Dynamic BC and how they’re maintained. I will cover how they are used on transactions in future articles, but I just want to mention dimension sets before I do this.

When you enter transactions and pick the dimensions you want to assign, the selected dimension values are stored in the database. However, they are stored as dimension sets in the Dimension Set Entry.

For users on the front end of Dynamics BC, this makes no difference to how they enter or view transactions and the linked dimensions. However, when to comes to reporting this is quite an important distinction as you will need to join to a different table.

If you have two transactions which have the same combination of dimensions and dimension values, then they will be linked to the same dimension set.

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 an earlier article, I discussed what dimension combinations are and then I covered how to set up blocks and limits. In this article, I’m going to show how dimension combinations can be removed.

To remove a dimension combination, search for dim comb and select Dimension Combinations:

Continue reading “In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination”

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 an earlier article, I discussed what dimension combinations are and in this one I am going to cover how you can configure dimension combination limits.

A dimension combination limit can be configured to stop users using a combination of dimension values. An example of when this would be useful, is when I have dimensions for sales campaign and business group and I wanted to make sure that users could not use a specific sales campaign for one, or more, of the business groups on the same transaction; a dimension limit will allow me to stop users doing this.

To add a dimension combination limit, search for dim comb and select Dimension Combinations:

Continue reading “In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits”

xThis 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 the last article, I discussed what dimension combinations are and in this one I am going to cover how you can configure dimension combination blocks.

A dimension combination block can be configured to stop users using a combination of dimensions, regardless of the dimension values. An example of when this would be useful, is when I have dimensions for purchaser and customer group and I wanted to make sure that users could not add both of these dimensions to the same transaction; a dimension block will allow me to stop users doing this.

To add a dimension combination block, search for dim comb and select Dimension Combinations:

Continue reading “In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks”

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.

To avoid posting entries with contradictory or irrelevant dimensions, you can block or limit specific combinations of two dimensions. A blocked dimension combination means you cannot post both dimensions on the same entry regardless of what the dimension values are. In contrast, a limited dimension combination means you can post both dimensions to the same entry, but only for certain combinations of dimension values.

The purpose of dimension combinations is to prevent contradictory or irrelevant combinations of dimensions being posted on the same transaction.

Dimension combinations allow a restriction on the combinations of two dimensions; there are two types of restriction available:

1. limiting which allows only certain combinations of values from the limited dimensions to be used together.
2. blocking which prevents two dimensions being posted on a transaction, regardless of the dimension values.

As an example, you could use a dimension combination to limit which region and cost centre dimensions can be used together or you could block the purchaser and salesperson dimensions being used on the same transaction.

Once you have set up dimension combination restrictions, users will only be able to select combinations of dimensions which are allowed by the restriction. If they try to select an invalid combination, an error message will be produced and they will not be able to save the transaction until they correct the error.

I’ll show how to set up a dimension combination limit, block and then how to remove a combination over the next few articles in this series.

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.

I recently did a post where I explained what default dimensions and priorities were; I’m going to break down the explanation on how to configure them into two separate posts, because, despite being very closely linked, they are maintained in different pages.

I have explained default dimensions, as well as the related dimension restrictions; in this post I’ll be taking a look at the default dimension priorities.

Default dimensions can be entered against multiple types of records, such as G/L accounts, vendors, items and customers. If we take purchase order processing as an example, if you have the same default dimensions but with different dimension values applied to the G/L account, vendor and item then Dynamics BC will default to those of the vendor.

Default dimension priorities allows you to control the order in which the default dimensions will be checked; this would, for example, allow you to select item dimensions as the highest priority so the default dimensions come from the item instead of the vendor.

Default dimension priorities are set on a Source Code basis. Below is an example of a priority order for the PURCHASES[/b] source code:

Continue reading “In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities”