BeyondERP.Subscribe

Setup step on the Financial dimension default templates page · General ledger

Set up Financial dimension default templates

Used to set up templates, with percentages and matching dimension values that total 100 percent, to quickly distribute amounts on source documents.

Used by
Accountant, Accounting manager, Accounting supervisor and 14 more roles
Business process
Process allocations
Menu item
FinancialDimensionDefaultTemplate
Main table
AccountingDistributionTemplate
Data entity
FinancialDimensionDefaultTemplateEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isTemplates that split amounts across financial dimension values by percentage.
What you do hereUsed to set up templates, with percentages and matching dimension values that total 100 percent, to quickly distribute amounts on source documents.
Example—
Financial dimension default templates 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 › Process allocations
Menu pathGeneral ledger › Chart of accounts › Dimensions › Financial dimension default templates
Set up firstFinancial dimensions Microsoft Learn ↗
Used next byAll free text invoices Microsoft Learn ↗
Related pagesLedger allocation rules Microsoft Learn ↗
In this process—

End user · Functional consultant

3How to do it

Setup steps on this page

Set up Financial dimension default templatesNo screenshots yet

Used to set up templates, with percentages and matching dimension values that total 100 percent, to quickly distribute amounts on source documents.

    Microsoft's steps

    1. Go to General ledger > Chart of accounts > Dimensions > Financial dimension default templates.
    2. Select New.
    3. In the Template ID field, enter an ID.
    4. Enter the percentage for the first set of dimension values, and then enter those dimension values.
    5. Select Add.
    6. Repeat for each further percentage and its dimension values until the total is 100%.
    7. Select Save.

    Source: Microsoft Learn ↗

    Field guide

    FieldWhat it meansWorked exampleTable column
    Template IDThe ID of the template that is picked on source documents to split amounts.Microsoft Learn ↗—Name

    Functional consultant

    4Setup decisions

    Setup stepRecommended value and whyDecision · common mistake · test
    Set up Financial dimension default templates——

    Solution architect

    5Design impact

    Shared or per company—
    Can it be undone—
    Feature or country—
    If you change it laterOn a free text invoice line, an allocation account's own definition is used first; the template is used only when the main account isn't an allocation account, and it takes priority over the line's default dimensions. Microsoft Learn ↗

    Technical architect

    6Technical

    Menu itemFinancialDimensionDefaultTemplate Checked in Dynamics 365
    FormFinancialDimensionDefaultTemplates Checked in Dynamics 365
    TableAccountingDistributionTemplateShown as “Accounting distribution template” in Record infoKey field: NameChecked in Dynamics 365
    Data entitiesFinancialDimensionDefaultTemplateEntityFinancial dimension default templates Microsoft data model ↗
    Who can open itPrivilegesMaintain financial dimension default templates FinancialDimensionDefaultTemplaMaintainView financial dimension default templates FinancialDimensionDefaultTemplateViewDutiesEnable invoice and cash process CustInvoiceInvoiceAndCashProcessEnableInquire into invoice and cash reference data CustInvoiceInvoiceAndCashRefDataInquireInquire into chart of account master LedgerChartOfAccountsInquireMaintain chart of accounts master LedgerChartOfAccountsMaintain
    17 security rolesBudget clerk BudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerCollections manager CollectionLetterCollectionsManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerAccounts payable manager VendInvoiceAccountsPayableManager
    Checked in Dynamics 365
    Actions on the page—

    Developer

    7Developer

    Open it directlyhttps://<your-environment>/?mi=FinancialDimensionDefaultTemplate
    Integrate withFinancialDimensionDefaultTemplateEntity data entity Microsoft data model ↗
    Table definitionAccountingDistributionTemplate columns and relations Microsoft data model ↗

    Everyone

    8Sources and checks

    GL-COA-130 — Set up Financial dimension default templates. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/GL-COA-130