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Adding Dimensions to Vendors flowing to Purchase Postings

Vendors Accounting
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used

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Presenter: Sune Lohse, Chief Strategy Officer

This is what happens in the video

If you work with dimensions in Business Central, you can attach default dimensions to most of your master data tables, including vendors. When you set a default dimension on a vendor, it follows automatically onto new purchase documents and carries through to the posted documents, unless you change it on the open document first. This saves you from entering the same dimension values manually every time you create a purchase document for that vendor.

Where to set up default dimensions on a vendor in Business Central

To attach a default dimension to a vendor, open the vendor card. From there, click the Vendor menu and select Dimensions. This opens the list of dimensions configured for that vendor.

In the example here, the vendor is already set up with a value in the Project dimension of 51. You can add other dimensions as well. There is also a Department dimension available, so you can select Department and pick a value from the list of departments. Once you save it, that value becomes a default dimension on the vendor.

How default dimensions flow to purchase documents and posted entries

When you create a new purchase document for a vendor that has default dimensions, those dimension values follow the vendor onto the document. They then carry through to the posted documents when you post.

The default values are only a starting point. If you change a dimension value on an open document before posting, your change is what gets posted. The default simply gives you a sensible value to begin with, so you don’t have to type it in every time.

Q&A

Where do I set up default dimensions for a vendor in Business Central?

Open the vendor card, click the Vendor menu, and select Dimensions. There you can add or change the default dimension values for that vendor, such as Project or Department.

Do default dimensions on a vendor carry through to posted documents?

Yes. The default dimensions follow the vendor onto new purchase documents and carry through to the posted documents, as long as you don’t change them on the open document before posting.

Can I override a vendor’s default dimension on a specific document?

Yes. The default dimension is only a starting value. If you change it on the open purchase document, your changed value is what gets posted.

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