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Setup step on the Financial dimensions page · General ledger

Set up Financial dimensions

Used to create custom or entity-backed dimensions to use as account segments, maintain dimension values, and set legal entity overrides.

Used by
Accountant, Accounting manager, Accounting supervisor and 8 more roles
Business process
Develop chart of accounts strategy
Menu item
DimensionDetails
Main table
DimensionAttribute
Data entity
DimensionAttributeActivationEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isFinancial dimensions further categorize financial transactions; their values become segments within the ledger account.
What you do hereUsed to create custom or entity-backed dimensions to use as account segments, maintain dimension values, and set legal entity overrides.
ExampleSuspend Department 300 for legal entity DEMF with a legal entity override, while USMF and USSI keep departments 100, 200, and 300.
Financial dimensions 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 processDefine accounting policies › Develop chart of accounts strategy
Menu pathGeneral ledger › Chart of accounts › Dimensions › Financial dimensions
Set up first—
Used next byConfigure account structures Microsoft Learn ↗Financial dimension sets Microsoft Learn ↗Dimension data validation Microsoft Learn ↗
Related pagesFinancial tags Microsoft Learn ↗
In this process← Set up Treasurer's fund accounts · Set up Associate financial hierarchies →

End user · Functional consultant

3How to do it

Setup steps on this page

Set up Financial dimensionsNo screenshots yet

Used to create custom or entity-backed dimensions to use as account segments, maintain dimension values, and set legal entity overrides.

    Microsoft's steps

    1. Go to General ledger > Chart of accounts > Dimensions > Financial dimensions.
    2. Select New.
    3. In the Use values from field, select the entity the dimension is based on, or select Custom dimension.
    4. In the Dimension name field, enter a name that follows the naming rules.
    5. For a custom dimension, enter a format mask if you want to control what users can enter.
    6. Select Activate, or schedule the activation to run as a batch job.
    7. Select Dimension values to review the values, and for a custom dimension select New to add each value and its description.

    Source: Microsoft Learn ↗

    Field guide

    FieldWhat it meansWorked exampleTable column
    Use values fromThe source of the dimension's values: an existing entity, such as customers or projects, or a custom list.Microsoft Learn ↗——
    Dimension nameThe name of the dimension; it must start with a letter or underscore and can't contain spaces or special characters.Microsoft Learn ↗—Name
    Dimension valueA single value of the dimension, up to 30 characters long.Microsoft Learn ↗——
    Legal entity overridesLists the companies where a dimension value is suspended, its owner, and the period when it is active.Microsoft Learn ↗——
    SuspendedStops a dimension value from being used on new transactions while keeping it for history.Microsoft Learn ↗——

    Functional consultant

    4Setup decisions

    Setup stepRecommended value and whyDecision · common mistake · test
    Set up Financial dimensions——

    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 laterOnce a dimension is used in an account structure, a dimension set, a default dimension or the financial reporting setup, or has any values, it can't be deleted, even if the reference is removed later. Rename or suspend it instead. Microsoft Learn ↗

    Technical architect

    6Technical

    Menu itemDimensionDetails Checked in Dynamics 365
    FormDimensionDetails Checked in Dynamics 365
    TableDimensionAttributeShown as “Dimension” in Record infoKey field: RecIdChecked in Dynamics 365
    Data entitiesDimensionAttributeActivationEntityDimension attribute activation Microsoft data model ↗DimensionAttributeEntityFinancial dimensions Microsoft data model ↗
    Who can open itPrivilegesMaintain financial dimensions DimensionDetailsMaintainView financial dimensions DimensionDetailsViewDutiesMaintain dimensions master DimensionsMaintainView dimensions master DimensionsViewInquire into chart of account master LedgerChartOfAccountsInquireMaintain chart of accounts master LedgerChartOfAccountsMaintain
    11 security rolesBudget clerk BudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts payable manager VendInvoiceAccountsPayableManager
    Checked in Dynamics 365
    Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

    Developer

    7Developer

    Open it directlyhttps://<your-environment>/?mi=DimensionDetails
    Integrate withDimensionAttributeActivationEntity data entity Microsoft data model ↗
    Table definitionDimensionAttribute columns and relations Microsoft data model ↗

    Everyone

    8Sources and checks

    GL-COA-100 — Set up Financial dimensions. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/GL-COA-100