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Setup page · General ledger

Financial dimension configuration for integrating applications

The setup of the data entity integration formats that set the order of financial dimensions when data is imported.

Used by
Accounting manager, Accounting supervisor, Budget manager
Business process
Publish journal lines from Excel in Dynamics 365 Finance
Menu item
DimensionIntegrationConfiguration
Main table
DimensionHierarchy
Data entity
DimensionHierarchyBaseEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isThe setup of the data entity integration formats that set the order of financial dimensions when data is imported.
What you do hereUsed to set up default, ledger, budget register, and budget planning dimension formats for Data Management and the Excel integration.
ExampleUse a default dimension format when importing the financial dimensions associated with a customer or vendor account.
Financial dimension configuration for integrating applications page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processRecord financial transactions › Record ledger entries › Publish journal lines from Excel in Dynamics 365 Finance
Menu pathGeneral ledger › Chart of accounts › Dimensions › Financial dimension configuration for integrating applications
Set up first—
Used next by—
Related pagesFinancial reporting setup Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Financial dimension configuration for integrating applications1 screen

Used to set up default, ledger, budget register, and budget planning dimension formats for Data Management and the Excel integration.

  1. Screen 1

    Set the dimension format for data entities

    Go to General ledger > Chart of accounts > Dimensions > Financial dimension configuration for integrating applications, Data entities

    1. Select Add and enter the name of the dimension format
    2. Turn on Active for type
    3. Move MainAccount to SELECTED
    4. Select Save
    1Name of the dimension formatBEAT-DEFAULT
    2Active for typeYes
    3SELECTEDMainAccount
    Set the dimension format for data entities (zoomed on the outlined fields)
    Show the full screenSet the dimension format for data entities
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Default dimension formatThe dimension order used when importing default dimensions, such as those on a customer or vendor; it has no main account.Microsoft Learn ↗——
Ledger dimension formatThe order of main account and dimensions used whenever transactions are imported, such as general journals.Microsoft Learn ↗——
Budget register dimension formatThe dimension order used when importing budget and budget control data.Microsoft Learn ↗——
Budget planning dimension formatThe dimension order used when importing budget planning data.Microsoft Learn ↗——
Name of the dimension format—BEAT-DEFAULT—
Active for type—Yes—
SELECTED—MainAccount—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Financial dimension configuration for integrating applications——

Solution architect

5Design impact

Shared or per companyShared: the same records are used by every legal entity. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterFormats are global, not per company, and only one format of each type can be active at a time. Imports fail if no format of the needed type exists or if the dimension order is wrong. Microsoft Learn ↗

Technical architect

6Technical

Menu itemDimensionIntegrationConfiguration Checked in Dynamics 365
FormDimensionIntegrationConfiguration Checked in Dynamics 365
TableDimensionHierarchyShown as “Dimension set” in Record infoChecked in Dynamics 365
Data entitiesDimensionHierarchyBaseEntityThe DimensionHierarchyBaseEntity is the base entity for all entities based on the DimensionHierarchy table. Microsoft data model ↗DimensionIntegrationFormatEntityFinancial dimension format Microsoft data model ↗FinancialDimensionSetEntityFinancial dimension sets Microsoft data model ↗
Who can open itPrivilegesMaintain dimension configuration for integrating applications DimIntegrationConfigurationMaintainDutiesMaintain dimensions master DimensionsMaintainMaintain dimension configuration for integrating applications DimIntegrationConfigurationMaintain
3 security rolesBudget manager BudgetBudgetManagerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisor
Checked in Dynamics 365
Actions on the page—

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=DimensionIntegrationConfiguration
Integrate withDimensionHierarchyBaseEntity data entity Microsoft data model ↗
Table definitionDimensionHierarchy columns and relations Microsoft data model ↗

Everyone

8Sources and checks