Default Dimensions – Something to remember…

We know that Default Dimensions can indeed make our life easier and save the users a considerable amount of time when entereing new information into the system, but there is something very important to remember when setting up Default Dimensions to ensure you don’t create a lock in the system.

This is that the use of SAME CODE Value Posting Rule in setups for Default Dimensions for the Balance Sheet G/L Accounts which may cause issues even if you set up a Default Dimension Priority.  I will cover Dimension Priorities and setups next.  I personally suggest the use of Code Mandatory for G/L Balance Sheet accounts although there are times where Same Code is required and I will work around setups to ensure that this can be achieved for the customer.  This should be an ad hoc case and not the norm.

Let’s run through an example and check the errors that you receive.  You will create your own deadlock in the system.

a.)    On Vendor Card – 10000, set up AREA dimension code with Dimension Value 30 and Value Posting Rule of Same Code.

b.)   On Item Card 1150, set up AREA dimension code with Dimension Value of 40 and Value Posting Rule of Same Code.

b.)   On G/L Account Card 5410 – set up AREA Dimension Code with Dimension Value 40 and Value Posting Rule of Same Code.

c.)    Now raise and Post a Purchase Invoice directly from the Vendor Card for Item 1150.  You will see that the document line reverts to a default of AREA Code 30 which is set for the Vendor Default Dimension.  The Vendor information features on the Dimension Set Entries for this Document Header and is then copied down to the document lines.  On posting you will pick up this error:

Item Default dim error

You can play around with changing Header and Line Dimensions but the system will continue to error.

Reopen the document and change the Line Dimension for Item 1150 to AREA code 40 and try to repost the document.  You will now get this message.

GL Dimen error

You are receiving this error because you have selected Same Code for the posting of the Balance Sheet G/L Account, the system will expect both lines to have AREA Code 40 to fulfil this transaction.  You will need to be very careful about how you set up the rules in the system when using SAME CODE for your Default Dimensions.

You can change the Dimension Values on the Line and Header of the document but this will make no difference and users will run round in circles getting very frustrated with these errors.  It is also important to note that even with a Default Dimension Priority set to first take into account G/L Account, then Vendor and then Item Default Dimensions, this same error will still occur.

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Posted in Default Dimensions, Dimensions, NAV 2013
One comment on “Default Dimensions – Something to remember…
  1. […] my last post for Dimensions we looked and how to set up Default Dimensions and the warnings about the use of Same Code on Balance Sheet G/L Accounts.  If you worked along and did the […]


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