MEAPSA

Set up dimensions in Dynamics 365 Business Central

If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.

Business User

Functional Consultant

Dynamics 365

Business Central

Module Objectives

By the end of this module, you will be able to:

Set up dimensions and dimension values.
Enter dimensions manually in sales and purchase documents.
Set up global and shortcut dimensions.
Assign default dimensions to accounts.
Prioritize default dimensions of certain account types.
Block dimension combinations.

Units

Introduction - Set up dimensions and dimension values min
Manually enter dimensions in a sales order min
Set up global and shortcut dimensions min
Set up default dimensions min
Set up default dimensions for account types min
Set up default dimension priorities min
Set up dimension combinations min
Exercise - Set up a dimension with dimension values min
Check your knowledge min
Summary min

Prerequisites

Basic understanding of how to navigate the Dynamics 365 Business Central application and of the chart of accounts