On D365 FO tables, a financial dimension is expressed in a RecId to a financial dimensions table. So, it does not reflect the financial dimension name and value. You can use the Dimension set option to get or set the financial dimension value based on the RecId and the dimension name (or number) as defined for the field option. If the message is used to:

  • Import, you receive the dimension value. Based on the RecId in the target field and the name (or number), the value is set in the relevant financial dimensions table. Note: On import, the target field type must be other than String.
  • Export, based on the RecId in the source field and the name (or number), the dimension value is gotten from the relevant financial dimensions table. Note: On export, the source field type must be int64.

Note:

Only use the Dimension set field option if one of these fields is part of the field mapping:

  • DefaultDimension: This field is used to store default dimensions for, for example, customers, vendors, or customer groups.
  • LedgerDimension or OffsetLedgerDimension: These fields are used to store financial dimensions for ledger journals of the 'Main account' account type.
  • DefaultDimension or OffsetDefaultDimension: These fields are used to store financial dimensions for ledger journals of other account types.
This field must be the:
  • Target field of the field mapping for imports.
  • Source field of the field mapping for exports.
For each financial dimension that you want to set or get, use a separate field mapping. So, in the field mapping, you can have the same financial dimension field several times.


Standard procedure

1. Click Connectivity studio Integration Design.
2. On the Message tab, in the list, find and select the desired message.
3. Click Edit.
4. In the Mapping section, in the Target record pane, in the list, find and select the desired target record.
5. On the Mapping tab, on the Field mapping tab, in the list, find and select the desired field mapping.
6. Click the Field options tab.
7. Select the Dimension set check box.
8. If you use several companies, for each company, you can use different financial dimensions. In the Connectivity studio parameters, for each company, you can assign company-specific numbers to financial dimensions. To make the message company-independent, you can use these numbers to identify the applicable dimension. So, instead of the dimension name, you use a number as set up in the Connectivity studio parameters. If the message is run, based on the number, the applicable dimension name is found for the company. Based on the RecId and this dimension name, the dimension value is read or written.
Example: For company A, number 1 refers to dimension Department. For company B, number 1 refers to dimension Customer. For the message, dimension numbering is active. On import with this message in company:
- A, the field mapping sets the value of the Department dimension.
- B, the field mapping set the value of the Customer dimension.
  In the Type field, select '0'.
9. Define the number that is linked to the relevant dimension, as defined in the Connectivity studio parameters.
  In the Number field, enter a number.
10. Usually, you set or get the dimension values based on the dimension name.
  In the Type field, select 'Dimension name'.
11. Define the name of the dimension which value you want to set or get.
  In the Name field, enter or select a value.
12. Close the page.
Related to Notes

Define field options

 

See also

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