AI vs Automation for Manufacturers | June 16

September 18, 2018

How-To Make a Dimension Required in Business Central

Dimensions in Microsoft Dynamics 365 Business Central are different analysis categories that allow users to track and analyze transactions. A common request with dimensions is the need to make these required in any transaction. To make a dimension required, you would have to set the dimension within the G/L account card.

Please find the steps below:

Search for the Chart of Accounts window and select the highlighted option below.

Microsoft Dynamics 365 Business Central | Required Dimensions

NOTE: In our example, we will make the dimension “STORE” mandatory for our Income accounts.

Select the account(s) that you will be assigning a dimension code.

If assigning to multiple accounts use the “Select More” option to mark the necessary accounts.

Microsoft Dynamics 365 Business Central | Required Dimensions

Go to Navigate > Dimensions

Select Dimensions-Single if you are only assigning a dimension setting to one GL account

Select Dimensions-Multiple to assign the same dimension settings to multiple GL accounts.

Microsoft Dynamics 365 Business Central | Required Dimensions

In the Default Dimensions window, click on New to set up the dimension requirement.

Microsoft Dynamics 365 Business Central | Required Dimensions

Select the Dimension Code that you want to make required for these accounts.

Microsoft Dynamics 365 Business Central | Required Dimensions

Leave Dimensions Value Code blank and set the Value Posting field to “Code Mandatory”.

Microsoft Dynamics 365 Business Central | Required Dimensions

Click “OK” to save the change.

Microsoft Dynamics 365 Business Central | Required Dimensions

Once this change is saved, all sales transactions will need the dimension code “STORE” to be populated in order to post. If the dimension is missing, they will receive the following message.

Bond Consulting Services is a national consulting firm that empowers organizations across the United States to thrive in a digitally transformed world. We operate out of Long Beach, California, where our expert team assists clients with their ERP and CRM needs.

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