Dynamics AX In-Market Engineering

Dynamics AX In-Market Engineering (Sustained Engineering)

Inconsistency in the way financial dimensions default from Purchase Requisitions when editing and transferring to a Purchase Order

Inconsistency in the way financial dimensions default from Purchase Requisitions when editing and transferring to a Purchase Order

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ISSUE: When a Purchase Order is created from a Purchase Requisition, the financial dimensions are transferred from

  •  the dimensions that were input manually entered on the Purchase Requisition line, if the Purchase Requisition was created with a single line
  •  the dimensions associated to a vendor, if the Purchase Requisition was created with multiple lines

 

CAUSE: The functionality of transferring Requisition lines to a Purchase Order is optimized in such a way that, if all requirement lines have identical financial dimension combinations, the Purchase Order header will be assigned the same dimension set. However, if the multiple lines do not have the same dimension combinations on all the lines, the business logic will not have a clue as to which financial dimension to pick up from which requisition line. Hence, it falls back on the vendor associated with the Purchase Order and updates the header with the dimensions from the vendor. The dimensions on the header may subsequently be updated manually, if applicable.

 

The former scenario of applying dimensions from the requisition line, on the Purchase Order header is to support scenarios such as - A certain department is purchasing some equipment and they should have the transportation charges, which are associated to the purchase order header, accounted for, to the same dimensions in the General Ledger. This enables the user to be able to reflect all the actual spending in this context.

Comments
  • In purchase requisition line the financial dimension is shown based on preparer. Is there anyway to default the financial dimension in purchase requisition line based on requester.

  • Reshma-any assigned financial dimensions of a requester (worker) in the HR module will overwrite the preparer's dimensions, unless of course the Preparer and requester are the same

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