Skip to main content

Overview

Business wants to have dimension values created from master data and attached as Default Dimension to facilitate reporting of ensuing transactions.

Setup

Enable the functionality in Dimension Hierarchy Setup page by ticking Enable Extended Default Dimensions Then create the setup in page Extended Default Dimensions: image.png

Fields​

Table ID is the number of table from which Dimension Values will be created. Key Field is the primary key field of the selected table. If a table has single-field Primary Key, it will be automatically populated. Description field is a Text field on selected table, used to generate name on Dimension Value that will be created. Dimension Code is Dimension under which Dimension Value and Default Dimension will be created. Value Posting is default value of Value Posting field on created Default Dimension records.

Data entry​

By entering (or selecting from lookup) Table ID, system will check if Dimension of that name exists and offer to use it. If it does not exist, system will offer to create it: image.png

Created Dimensions will have description indicating they were created automatically: image.png

Note: Certain master data tables (G/L Account, Business Unit, Item, Location or Period) cannot have their names used as Dimension Code, as they are reserved by Microsoft. In that case, when prompted to create new Dimension, answer No and create one manually, then assign it on Extended Default Dimension record (e.g. use GLACCOUNT2 instead of GLACCOUNT, etc.).

Usage

When new record of appropriate type is created, and that record supports Default Dimensions (e.g. has Dimensions action on page), Dimension Value for selected Dimension will be created with Code = Key field from underlying table, Type = Standard, and Name based on Description field of underlying table:

image.png

This Dimension Value will then be set on that record, with Value Posting per setup on Extended Default Dimension: image.png

Note on partial records​

Record can be created in underlying table without Description. This will result in Dimension Value not having a Description either. Updating Description field on underlying record will update Dimension Value Name.

Permissions

Users with D365 BASIC role can access and read the page. To create, change or delete records, users need to have role DH_ADMIN_DHI_TSL.

Removing extension

Deleting Dimensions marked as "Automatically created from Extended Default Dimension extension." will automatically remove Extended Default Dimension records using those dimensions, delete all underlying Dimension Values and Default Dimension Values associated with them. After that, uninstall the app.

Migrating from the Per-Tenant Extension (PTE) Version​

note

This section is only relevant if you have been using the PTE version of the Extended Default Dimensions app.

  1. Update to the latest version of Extended Default Dimensions.

  2. Install the latest version of Dimension Hierarchies from AppSource.

  3. Ensure Theta Account Setup under Service Connections has Dimension Hierarchies enabled.

  4. Ensure Dimension Hierarchy Setup page (AppSource version) has Enabled field ticked in BC in all companies.

  5. Install latest version of Migrate EDD to DH app. This is a PTE extension available from Theta.

  6. Verify data has been transferred over to Extended Default Dimension table in all companies.

  7. Uninstall Migrate EDD to DH. Select Delete Extension Data when prompted. Unpublish the app.

  8. Uninstall Extended Default Dimensions. Select Delete Extension Data when prompted. Unpublish the app.