BBCG.03.05.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 5: Configuring the Financial Dimensions (Digital)
The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn, and are headquartered in the great city of Waterdeep on the Sword Coast.
Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. Their manual supply chain management processes that they are using will not handle their forecasted future demand.
As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. The following is a journal of how they set up their system and how they tweaked the system to make it work perfectly.
Another benefit of having the Organizational Units configured is that we can now take advantage of them within the Account Structures and add them as financial dimensions. This allows us to include them when posting to the ledger to further refine our postings and assignment by department, business unit, and cost center. We can also have different versions of the Account Structures for the different types of accounts – i.e., the Balance Sheet and Profit & Loss structures do not have to include dimensions that don't apply to them.
This module will show how we can extend our Chart of Accounts to include Financial Dimensions and how they work when using them within Journals.
- Defining Financial Dimensions
- Configuring Account Structures with Dimensions
- Using the Account Dimensions within Journals
- Configuring Account Structure Rules
- Posting Journals using the Account Rules
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