Adding Default Dimensions to Vendor in Dynamics 365 Business Central

Quick Tips

Microsoft Dynamics 365 Business Central was designed with simplifying processes and saving time in mind. The ability to add “Dimensions” to anything from a customer to project to vendor is just one great feature that helps speed up your processes. Dimensions are used to filter out certain data, and track any metric you choose. Instead of setting up separate general ledgers for each department or project, you can simply add a dimension (no more convoluted charts of accounts!)

If you wish, you can assign a default dimension for a specific account to save even more time. The dimension will be copied to the journal or document when you enter the account number on a line, but you can delete or change the code on the line item, if needed. We’ll look at how to add a default dimension to a vendor, but the routine is the same for anything that you’d like.

Adding a Default Dimension to a Vendor

Navigate to the Vendor Card > Vendor > Dimensions

Default Dimensions to Vendor in D365

The Default Dimension code/value screen will open. Add the defaults, and on the right select “Same” from the dropdown (highlighted in red below).

Default Dimensions to Vendor in D365

Default Dimensions to Vendor in D365

If you select “Code Mandatory” in that field, it will require that a dimension be added, but will NOT assign a default value.

And there you have it! Your vendor will have a default value dimension! If you have questions or need some assistance, visit our support page for more help. Be sure to subscribe to our blog.

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