Article

Adding shortcut dimensions to Dynamics 365 Business Central General Journal entries using the Excel import functionality

by Olister Rumao
Software Engineer, CloudFronts Technologies

Financial dimensions are used to categorize your financial transactions. But when bulk entering transactions in Dynamics 365 Business Central, a drawback only allows you to set two dimensions. In this article I'll demonstrate how all the dimensions can be set while importing and exporting entries through Business Central using Excel. This is very important because General Journals are used to make transactions and corrections to the General Ledger, which typically involves bulk imports and exports from Excel.

Pre-requisites

  • VS Code
  • AL Language Extension
  • Functional knowledge of  dimensions
  • Microsoft Dynamics NAV /  Business Central
  • Setup dimensions in General Ledger

1. Understanding how dimensions work technically

Any dimensions that are inserted in an entry in the system are validated to be stored in the Dimension Set Entries table.

dimension_set_entries_table.png

This Dimension Set Entry ID is stored on the entries to be used as a reference. For instance, if we want to Apply Dimensions to General Journal Entries, the Dimension Set Entries ID is stored on General Journal Lines Table.

dimension_set_id_storage.png

Out of eight total dimensions, two dimensions are stored on the table. These two dimensions are also known as Global Dimensions.

2.  Getting to work in Business Central

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Accounting Business Central Dynamics 365 Dynamics NAV Financial Management
About Olister Rumao

Olister Rumao is a Software Engineer with CloudFronts Technologies. Being an innovative mind, Olister has shown his capability to master the Microsoft Dynamics ERP systems. His constant research and extraordinary coding ability has led him to successfully deliver on US based client projects related to ERP implementations. He has transformed himself to adapt to the new system from Microsoft Dynamics NAV to Business Central and gained immense expertise. 

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (Customer Engagement, Finance and Operations, Business Central) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and road-map, requirements assessments, project implementation, training, migration to post go live managed services and support. The company has vast experience in digitally transforming corporates in sectors such as banking & financial services, professional services, pharmaceutical, manufacturing, F&B, retail, agro-tech, non-profit and several others. CloudFronts commenced its operations in the year 2012 to empower organizations around the world, do more with technology.

Check out our customer success stories here: https://www.cloudfronts.com/customer-success/ and follow us on linkedin now: https://in.linkedin.com/company/cloudfronts

Linkedin of Olister Rumao: https://in.linkedin.com/in/olister-rumao-1156a173

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