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required financial dimensions on purchase order

  • 1.  required financial dimensions on purchase order

    Posted 25 days ago
    Hi,

    We recently updated our on-prem D365 F&O from 8.1 to version 10.0.5 and then onto 10.0.7 and in doing so lost the function that required users to fill in the financial dimensions before the PO could be submitted to workflow.

    I cannot find any help on the internet for this and our gold partner also seem to be a bit stumped.

    On the previous version it showed an error on screen when you clicked submit and wouldn't allow it to go to workflow until the data was populated.  It also moaned if you got the combination of dimensions wrong.

    Can anyone point me in the way of a setting that has been unset when the upgrade was done (we didn't actually do the upgrade, it was the partner) or confirm that this is functionality that has been deprecated?

    Many thanks.

    Gillian

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    Gillian Leitch
    SLG Technology Limited
    Scotland
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  • 2.  RE: required financial dimensions on purchase order

    MICROSOFT MVP
    Posted 25 days ago
    Hi Gillian,

    Sorry to hear this. Are you already live or in a testing phase? If live, is it working correctly in the test environment?
    The option to help you is limited. Or is was a configuration on the workflow (auto-reject) or it is a customization done for your organization as there is no check in the standard application. If it was a customization, then you should review if all extension models are included in the new environment. I do assume you had no customizations with overlayering as you came from version 8.1 where you could only customize on top of the standard using extensions.

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions
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  • 3.  RE: required financial dimensions on purchase order

    Posted 24 days ago
    Hi Andre,

    Thanks for your reply.  It is the same in test as live (both are now upgraded).  It definitely wasn't in workflow as that's my job and I presume it wasn't a customisation as I'd expect our partner to remember they'd done it!!  You have at least confirmed to me that it isn't something we should expect to happen nor is it a setting we can manipulate.  Looks like I'm revisiting my workflows!!

    Thanks.

    Gillian

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    Gillian Leitch
    SLG Technology Limited
    Scotland
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    Conference-AXUG_200x200


  • 4.  RE: required financial dimensions on purchase order

    D365UG/AXUG ALL STAR
    Posted 24 days ago
    Andre' great point and for all that are looking at doing an upgrade be sure you check and make sure you have no overlays and get them converted to extensions before you do the upgrade or you will lose some of your functionality.

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    Paul Martin
    Production Program Manager
    Elite Comfort Solutions, LLC
    Rutherfordton NC
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  • 5.  RE: required financial dimensions on purchase order

    TOP CONTRIBUTOR
    Posted 24 days ago
    Hi Gillian,

    Just a couple of tips in case you go the route of workflow instead of customization:
    * There are the old default dimensions on the line, which feed the accounting distributions on the line - you can use either, but using the default dimensions on the line doesn't necessarily mean your GL distributions are populated and valid.  The financial distributions is the one that will actually be used for future posting.
    * Use line workflow if you need to evaluate each line separately and not just one line


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    Shirley Adams
    Solution Architect
    AKA Enterprise Solutions
    New York NY
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  • 6.  RE: required financial dimensions on purchase order

    Posted 21 days ago
    Hello,

    I don't remember the validation of financial dimensions before submitting to workflow to be an OOB setting in D365 FO. We have somewhat solved that issue by auto-rejecting the workflow if any of the PO lines have blank financial dimensions. The check for valid financial dimension combinations might be more difficult to do using standard workflow logic.

    regards,

    ------------------------------
    Juan Sebastian Grijalba
    Berkowitz Pollack Brant
    Miami
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  • 7.  RE: required financial dimensions on purchase order

    Posted 20 days ago
    Edited by Gillian Leitch 20 days ago
    We have come to the conclusion that this was some kind of on-prem anomaly that suited us just fine!!


    Gillian

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    Gillian Leitch
    SLG Technology Limited
    Scotland
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    Conference-AXUG_200x200


  • 8.  RE: required financial dimensions on purchase order

    Posted 20 days ago
    Hello,

    Yes,  what I did is to add an approval right after the submit of the workflow,

    image.png

    this approval is set to auto reject if the any of the financial dimensions are left blank

    image.png

    image.png

    and then I specified to run this approval step only if the financial dimensions are left blank, that way if they are filled out then it just skips this step all together

    image.png







    Conference-AXUG_200x200


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