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Department

  • 1.  Department

    Posted 12 days ago
    When you are invoicing from a PO (inventory items or expense items) when does the department get posted?  If it is linked to the vendor? item? PO?  I don't want to use a certain department anymore.  Is there a way to block it from ever getting posted to?

    Thanks,
    Susan

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    Susan Bratek
    Accountant
    Allied Motion Technologies Inc.
    Amherst NY
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  • 2.  RE: Department

    TOP CONTRIBUTOR
    Posted 8 days ago
    I assume that you are referring to "department" used as a Financial Dimension.

    Financial dimensions default into the Purchase Order when you select a vendor on the header or an item on the lines.

    If you want to stop a department dimension from being used in the future you need to go to the setup of the financial dimension and SUSPEND the value in question.

    I am not sure that would stop posting of existing purchase orders already flagged with that department - you might need to make the dimension value invalid through account structures (that would require testing...)

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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  • 3.  RE: Department

    GOLD CONTRIBUTOR
    Posted 8 days ago

    Hi Susan,

    Same idea as Zvika, there are posting profiles for everything, so if your vendor invoice is currently set up to require a department financial dimension, you would have to adjust that. If it's not in the posting profile, the department would be defaulted from somewhere, i.e. the vendor, the procurement category, etc., so you could delete it there so it wouldn't pull the value you don't want into the vendor invoice. 

    If it's more an issue of "deleting" that department, you can suspend it as Zvika suggested.



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    Kerstin Newman
    Business Analyst
    StarTech.com
    London ON
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    Conference-AXUG_200x200


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