How Dimension Priority Works

 

 

In Microsoft Dynamics 365 Business Central, Dimension Priority is a subtle but powerful governance tool. It acts as the "tie-breaker" when the system receives conflicting information about how a transaction should be categorized.

Essentially, it tells Business Central: "If two different sources (like a Customer and an Item) both have a default value for the same dimension, use the value from the source with the higher priority."

How Dimension Priority Works

By default, Business Central pulls dimensions from all entities involved in a transaction. However, if a Dimension Code (e.g., DEPARTMENT) is assigned to multiple accounts involved in a single entry, the system needs to know which one "wins."

The Logic Flow

  1. The Conflict: You create a Sales Order. The Customer is set to Department: SALES, but the Item is set to Department: PROD.
  2. The Priority: You define a ranking (1, 2, 3...) for different tables.

 

  1. The Result: The system automatically selects the value from the table with the lowest number (highest priority).

 

Use Case: Marketing vs. Product Sales

Imagine a company that runs specific Marketing Campaigns but also wants to track revenue by Product Line.

The Setup

  • Dimension: AREA
  • Customer (CUST001): Has a default AREA of NORTH.
  • Salesperson (SP01): Has a default AREA of CAMPAIGN-X.

The Conflict

A salesperson (SP01) sells a product to Customer (CUST001).

  • The Customer card wants to tag the revenue to their geographic region (NORTH).
  • The Salesperson card wants to tag the revenue to their specific campaign (CAMPAIGN-X).

The Solution via Priority

If the company decides that Salesperson performance is the most important metric for this period, they would set the Priority as follows:

  1. Salesperson Table: Priority 1
  2. Customer Table: Priority 2

The Result: When the invoice is posted, Business Central automatically assigns CAMPAIGN-X to the AREA dimension, overriding the Customer's geographic tag. This ensures clean data for the sales team's commission reports without manual adjustment.

 

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