Setup financial dimension

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

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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

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