update dimensions

 In Microsoft Dynamics 365 Business Central, dimensions provide a way to categorize entries so that they can be grouped and analyzed in various ways beyond the traditional financial accounts. When a user updates dimensions in a subledger (like Customers, Vendors, or Items), whether or not the general ledger (G/L) entries dimensions will be updated depends on a couple of factors:

  1. The Point in the Process: If the update is done before posting, the dimensions will carry through from the subledger to the G/L entries upon posting. However, if the G/L entries have already been posted, changing dimensions in the subledger won't retroactively update the G/L entries.

  2. Configuration of Dimensions: In some setups, dimensions are set up to "inherit" properties from the subledger to the G/L upon posting. If dimensions are defined at the subledger level and the document hasn’t been posted yet, any changes to the dimensions should be reflected in the G/L once the posting occurs.

  3. Integration Events/Extensions: Business Central allows for customizations through integration events or extensions. These can be programmed to allow for such updates, although it is not standard behavior in the out-of-the-box configuration.

  4. Manual Adjustments: If G/L entries need to be updated after posting, this typically requires manual adjustment entries or reversing and re-posting the transactions with the correct dimensions.

Therefore, in standard practice, dimensions are set at the time of posting, and subsequent changes to dimensions in subledgers will not affect G/L entries that have already been posted. It's crucial to ensure that dimensions are correctly set before posting to avoid the need for manual adjustments later, which can be time-consuming and prone to errors. Always refer to your organization’s policies and the setup in Business Central, as customizations or specific configurations might alter the default behavior.

Comments

Popular posts from this blog

Managing and Correcting Posted General Ledger Journals in Business Central

Reservation Entries in Microsoft Dynamics 365 Business Central

Resolving the "Gen. Prod. Posting Group" Error in Business Central Production Orders