Dimension Transactions and Reports

Compare Processes in Dynamics GP to Business Central: #6 Dimension Transactions and Reports

Would you like to know more about the differences between Dynamics GP and Dynamics 365 Business Central? In this blog series, we’re exploring videos that take you through the differences and similarities in work processes. Today, we’re focusing on the process of creating transactions for dimensions and using them in reports. If you missed the first five topics, you can catch them at the links below:

Stay tuned for the next video in this series that will compare the work process of setting up classes and templates in Dynamics GP and Business Central.

If you need help with your Dynamics GP to Business Central migrationcontact TrinSoft today.

Video transcript:

In this video, we’re going to talk about segments when posting transactions in GP and compare that to the experience in Business Central, where we will define default dimensions on entities like vendors and customers to create similar postings and how those same transactions look on reports and Business Central.
To begin, let’s go to GP and post an invoice we received from a vendor for some recent training supplies we bought. In the transaction window, I’ll go ahead and select a vendor. This is the vendor that our training and consulting division regularly uses for purchasing supplies.
Next, I’ll enter in the vendor invoice number and the amount of the purchase. Once the transaction is posted, we’ll look at the General Posting Journal report. In this report, we can see we are posting to the 6150 supply account, and the division segment is set to 500, which is our consulting and training team.
Now let’s look at Business Central and how we can set up default dimensions on a vendor and how those are used on transactions and reported on in the trial balance. If you remember from the Segment Dimension Setup video, the segments we defined in GP will migrate to Business Central as dimensions, allowing us to continue to slice and categorize our transactions being posted to the main accounts.
I’ll first go to that same vendor in Business Central that I migrated from GP using the Cloud Migration tool. I want to assign the consulting and training team as the default dimension value for the division dimension. Again, most of the purchases we make from this vendor are used by our consulting and training team. In the Dimension window, I’ll go ahead and select the division dimension and then select the training and consulting dimension value.
If I wanted to lock the posting down further, I could set the Value Posting to Code Mandatory, which would indicate that a dimension value must exist on a transaction for this vendor. For our purposes, however, I don’t want the system to be that rigid, we just want the dimension value to default on transactions for us.
Next, let’s enter in a purchase invoice for this vendor similar to how we did it in GP and look at how that dimension value will default onto the transaction. I’ll go ahead and select the Purchase Journal and enter in my vendor invoice number again, select the vendor and key in the purchase amount.
You can see in the fact box area the dimension value has automatically defaulted onto the transaction for me. Before posting any journal in Business Central, I can preview the posting to ensure that the correct accounts are being posted to, similar to clicking the Distributions button in GP.
I can see that it’s posting to our supplies account and our 500 division. Since that all looks correct, I’ll go ahead and post the invoice. Now let’s look at the Trial Balance Dimension report in Business Central. In my report options window, I’ve selected to print the division dimension, and we’ll filter the report to the supplies account. Next, I’ll choose to view transactions for today only and for the consulting and training division.
The Trial Balance report in Business Central allows me to see amounts being posted to my main accounts, similar to GP, as well as allowing me to analyze transactions by various categories, in this example by division. And that’s a quick look at segments and dimension posting in GP and Business Central.