Set up dimensions in Dynamics 365 Business Central

Set up dimensions in Dynamics 365 Business Central

If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.

Learning objectives

By the end of this module, you will be able to:

  • Set up dimensions and dimension values.
  • Enter dimensions manually in sales and purchase documents.
  • Set up global and shortcut dimensions.
  • Assign default dimensions to accounts.
  • Prioritize default dimensions of certain account types.
  • Block dimension combinations.

    • Related Articles

    • Set up posting groups in Dynamics 365 Business Central

      Do you want to know what posting groups do and how they're used in Business Central? This module will explain what posting groups are and what they're used for in Dynamics 365 Business Central. Additionally, this module focuses on showing you how to ...

    • Set up financial management in Microsoft Dynamics 365 Business Central

      Do you want to use Business Central for financial management? Then, this learning path is for you. It discusses the setup of number series, audit trail codes, posting groups, dimensions and the chart of accounts. Prerequisites Basic knowledge of how ...

    • Set up the chart of accounts in Dynamics 365 Business Central

      Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a ...

    • Set up email in Dynamics 365 Business Central

      Learn how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, and check the outbox and sent emails in Business Central. Learning objectives In this module, you will: Set up email accounts. ...

    • Set up number series and trail codes in Dynamics 365 Business Central

      Do you need to set up number series for documents, journals, and other records? This module explains how to set up number series and how to number documents, journals, and master data. Additionally, it shows you how to create and use source codes and ...