In prior Version of Business Central, only the primary Dimensions (Dimension 1 and 2) were widely and easily accessible in the system. Although the user could define six additional dimensions, these were only referred to as shortcut dimensions. In this version of Business Central, Microsoft has added the ability to see the additional dimension in key pages, such as the General Ledger entries archive.
Additional Dimensions – Business value
Because Excel is still the tool of choice for most accountants and finance professionals, it’s important that all dimension attributes are available across application for easy ad hoc analysis in Excel, and for filtering data in Business Central.
You can specify shortcut dimensions on the General Ledger Setup page so that you can filter entries pages, such as general ledger entries, customer or vendor ledger entries, and many others, using the dimension value. For example, if you add Area as a shortcut dimension, you’ll be able to filter general ledger entries by area. To enable this, add a newly created dimension—for example, Area—as a shortcut dimension in the Dimensions FastTab on the General Ledger Setup page.
Additionally, you can now export data from these columns to Excel for easy ad hoc analysis of entries, such as general ledger entries, customer or vendor ledger entries, and many others—for example, by creating pivot tables.
Handle price list exceptions with Allow Updating Defaults
Almost every business has its own approach to pricing its products or services. Therefore, Business Central must provide as much flexibility in defining and updating price lists as possible. Although it’s easy to set prices that follow certain rules, there can be exceptions to those rules. This capability gives greater flexibility in creating and maintaining price list exceptions.
You can now select the Allow Updating Defaults check box on the Sales Price List or Purchase Price List pages to enable users to change the values in columns such as Applies-to Type, Applies-to No., Currency Code, Starting Date, and Ending Date, when they must add an exception to a price list.
For example, a company prepares a year-end price list with a starting date in November and an ending date in December for items with high turnover during the holiday season. However, some items on the price list will have a special price only for the last two weeks of December. The sales manager can choose a Starting Date in November and an Ending Date in December on the header of the price list. However, knowing that there are exceptions to this rule, the manager can choose Allow Updating Defaults to allow people to change, for example, the starting and ending dates on the price list lines. This lets the sales manager avoid having to create separate price lists for exceptions. However, if exceptions have a business process that requires a separate price list, the sales manager can also create one for them.
For more information, please feel free to contact us at Sales@CBRTechnology.com or by calling Tel. (855) 227-0700.