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Dimensions in Business Central let you tag transactions with extra information like department, project, or cost centre. You can enter dimensions directly on both sales order headers and sales order lines, and Business Central can fill them in automatically based on the customers, vendors, and items involved.
When you set up default dimensions on a customer or vendor, those dimensions flow automatically onto the sales order header when you create the order. You can still change them or add other dimensions manually.
Dimensions you set on the header flow through to the posted documents, so your accounting and reporting reflect the right tags.
You can override dimensions on individual sales lines. A line picks up dimensions from the sales header or the item by default, but you can change a value, such as the project code, for that specific line.
Entering Dimensions on the Sales Order Header
When you create a new sales order, the header can already carry dimensions. Open the order dimensions on the header to check what is there. In many cases the dimensions come from the customer setup, where you have defined default dimensions that flow automatically onto every order for that customer. The salesperson can also enter dimensions directly.
From the header you can change an existing dimension value or add another dimension if you need one. This is useful when some dimensions follow the customer while others need to be filled in manually on each order.
Updating the dimensions on the header is the standard way to set the dimensions for the whole order.
How Dimensions Flow to Posted Documents and Lines
The dimensions you set on the sales order header follow through to the posted documents when you post the order. That means your entries carry the right dimension values for reporting and analysis.
The header dimensions also update the sales lines by default. If your lines use dimensions, the values from the header flow down onto each line automatically, so you do not have to enter them line by line.
Changing Dimensions on Individual Sales Lines
You can also work with dimensions at the line level. Open the line dimensions on a specific sales line, and you see the dimension values for that line. These come from either the sales header or the item.
If a particular line needs a different value, you can change it on the line. For example, you might set a different project code for one specific line while the rest of the order keeps the header value. This is helpful when you use dimensions that are specific to the line and need to be filled in individually.
Q&A
Can dimensions be filled in automatically on a sales order?
Yes. If you set up default dimensions on customers and vendors, those dimensions flow automatically onto the sales order header when you create the order. The header dimensions then update the sales lines by default.
Can you enter dimensions on both the sales order header and the lines?
Yes. You can enter and change dimensions directly on the sales order header and on individual sales lines. A line picks up dimensions from the header or the item by default, and you can override them per line.
Do dimensions on a sales order carry over to posted documents?
Yes. The dimensions you set on the header follow through to the posted documents when you post the order, so your entries carry the correct dimension values.
How do you set a different dimension value for one specific sales line?
Open the line dimensions on that specific sales line and change the value, for example the project code. The change applies only to that line while the rest of the order keeps the header value.