In order to configure the import of Financial dimension in D365, go to:
Go to General ledger > Chart of accounts > Dimensions > Financial dimension configurations for integrating applications
There are different types you have to setup:
- Default dimension format: if you import default dimension (customers, vendors, items…)
- Ledger dimension format: if you import ledger dimension (general journal, posting profiles)
- Budget register dimension format: if you import dimensions for budgeting
- Budget planning dimension format: if you import dimensions for budget planning
This setup is a global setup and not company-specific. Let’s look at the example below. We will use the default dimension format (composed of BusinessUnit-CostCenter-Department) to import a customer.
CustomerAccount | Name | DefaultDimension |
00100123 | Customer 1 for test | BU001-CC100-D001 |
00100124 | Customer 2 for test | BU002-CC200-D002 |