How to set up the mandatory Financial Dimensions for Purchase Order in Dynamics 365 FnO ERP

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Posted on by DL-25030257-0

Hi Experts,

We are new in using of Dynamics 365 FnO ERP.

Our users is facing the problem when creating new Purchase Order then get the block message to enforce them to fill some required Financials Dimensions. So, is there any setting or configuration which I can review to modify or edit this rules to release for my users to add proper information.

Thanks and best Regards.,.

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Dynamics 365 Supply Chain Management

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DL-25030257-0 26 on at

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How to set up the mandatory Financial Dimensions for Purchase Order in Dynamics 365 FnO ERP

Hi Ms. Holly Huffman,

Your guidance is fantastic.

I am thankful so much for your kind sharing.

Thanks and best Regards.,.
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Arvind Bharti 99 on at

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How to set up the mandatory Financial Dimensions for Purchase Order in Dynamics 365 FnO ERP

Hi,

Financial dimensions are made mandatory from General ledger accounting structure configuration. If the Main account from Chart of account is made mandatory for having specific dimension then it will throw error if not filled. So my suggestion is to reach out to finance team and understand the impact and use of mandatory dimensions,
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Holly Huffman 4,374 on at

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How to set up the mandatory Financial Dimensions for Purchase Order in Dynamics 365 FnO ERP

Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!

To address the issue of mandatory Financial Dimensions for Purchase Orders in Dynamics 365 Finance and Operations (FnO), you can review and modify the configuration settings that enforce these rules. Here's some steps:

Steps to Review and Modify Financial Dimension Rules

Check Account Structures:

Navigate to General Ledger > Chart of Accounts > Structures > Configure Account Structures.

Review the account structure associated with your ledger. The account structure defines which financial dimensions are mandatory for specific accounts.

If needed, modify the account structure to adjust the rules for mandatory dimensions.

Review Advanced Rules:

Go to General Ledger > Chart of Accounts > Structures > Advanced Rules.

Check if there are advanced rules applied to the account structure that enforce additional financial dimensions for specific scenarios.

Modify or remove these rules if they are causing unnecessary restrictions.

Default Dimensions on Vendors:

Navigate to Accounts Payable > Vendors > All Vendors.

Open the vendor record and check the Financial Dimensions FastTab.

Ensure that default dimensions are set up correctly for the vendor. These defaults will automatically populate when creating a Purchase Order.

Default Dimensions on Purchase Order Header:

When creating a Purchase Order, ensure that the Financial Dimensions FastTab on the header is filled out. Missing mandatory dimensions here can trigger the block message.

Validate Posting Setup:

Go to Accounts Payable > Setup > Posting Profiles.

Check the posting profiles for Purchase Orders and ensure that the required financial dimensions are configured correctly.

Test and Adjust:

After making changes, test the Purchase Order creation process to ensure that users can proceed without unnecessary blocks.

If needed, provide training to users on how to fill out the required dimensions.

Additional Notes

If the issue persists, it could be due to customizations or extensions in your environment. Review any custom logic that might enforce additional rules for financial dimensions.

For more detailed guidance, you can refer to the official documentation on financial dimensions and posting setups.

Hope this helps :)

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