Often ERP users request that the default dimensions visible on the master records or transaction sources are sorted in a particular sequence. In D365, default dimensions are visible in the sorted order of the names. Taking this into account, following simple steps can be followed to create a sorted sequence with proper names displayed.
First create the financial dimensions with names that the
sorted order is the sequence you need. Example, for this demo we need to create
Region and then Business segment so this is what we do.
Create a new financial dimension with name A1Region
Go ahead and create 2nd Financial dimension with name
Now the end user may not like these names displayed this way.
Go ahead and setup the translations as shown below:
On translation form, enter as shown below:
Now go ahead, configure account structure, assign the
structure as required. Once the setups are in, check any master record or
transaction source and notice the dimension sequence.
Have you ever come across requirements where business often wants easier ways of identifying data records in certain status with specific color coding of the records? For example, you might want to see all Approved Sales or Purchase orders marked in “Green Color”, and all Rejected/In Review sales orders marked in Orange/Red color. This was just an example to name, but think of applying this to any real time business scenario!!
If you are looking for help, follow our blog post below to understand how this is achieved:
My long time friends Yogesh Kasat of Real Dynamics and Jilajeet Yadav of Ignify have come out with an excellent book on handling Microsoft Dynamics AX Implementation Projects with ease and higher success rate.
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