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Configure financial dimensions on Projects to be required

  • 1.  Configure financial dimensions on Projects to be required

    SILVER CONTRIBUTOR
    Posted Dec 13, 2019 05:43 PM
    Is it possible via configuration and not customization to require that financial dimensions on Projects be populated in any of these cases:
    • When a project is created
    • Before a project journal entry can be created
    • Before a project status changes from one stage to another

    We have an established procedure for project creation that says fin dims must be entered during the creation stage of projects, but sometimes users overlook this and it causes issue (ex. journal entries will not have fin dims). We'd like a backup of making the dims required.

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    Jack Ogle
    DFW Heavy Duty
    Forth Worth TX
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Configure financial dimensions on Projects to be required

    MICROSOFT MVP
    Posted Dec 16, 2019 11:59 AM
    Hi Jack,

    In the standard application, the financial dimension requirement will be validated during posting. There is no configuration to make individual dimensions on the master records mandatory.

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    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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