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Financial Dimensions

Financial dimensions are a standard feature in Microsoft Dynamics 365 for Finance and Operations. When using financial dimensions in Subscription Billing, you must have the following standard Microsoft Dynamics 365 for Finance and Operations setups completed to ensure that all transactions are processed correctly to the appropriate accounts. Also, these setups ensure that any data when imported, is imported without issue.

For more information on using financial dimensions, see the Microsoft Dynamics 365 for Finance and Operations documentation: 

Customer Records and Product Details

When creating customer and products ensure to complete the financial dimensions FastTabs with the default financial dimensions that you want to use.

  • To edit the financial dimensions of a customer, review the All customers page (Modules > Accounts receivable > Customers > All customers).
  • To edit the financial dimensions of a product, review the Released product details page (Modules > Product information management > Products > Released products).

When both the customer record and product details have the values for the same financial dimensions, the customer financial dimensions have precedence over the financial dimensions of the product.

For more information on customers and released products, see the Microsoft Dynamics 365 for Finance and Operations documentation.

Ledger Account Structures

When creating the ledger account structures ensure to set up the segments and allowed values. You can access the Ledger page to configure the account structures (Modules > General ledger > Ledger setup > Ledger).

For more information, see the Microsoft Dynamics 365 for Finance and Operations documentation:

Integrating Applications

The setup for the data entities is important for importing data. Edit the data entities integration formats on the Integrating applications page (Modules > General ledger > Chart of accounts > Dimensions > Financial dimension configuration for integrating applications).

For more information, see the Microsoft Dynamics 365 for Finance and Operations documentation:

Financial dimension links to Sites

Financial Dimensions can be linked to the Item Inventory Site. This allows to override Legal Entity Financial Dimension on the billing line to the one defined on the inventory Site. For more information, see the Microsoft Dynamics 365 for Finance and Operations documentation:

Default financial dimensions on the Main account

Financial Dimensions can be linked to the Main account. This allows to use those Financial Dimension over the Customer and item financial dimension on voucher and deferral schedule. For more information, see the Microsoft Dynamics 365 for Finance and Operations documentation: