Sometimes, though, using tools such as Power BI or Jet Reports is overkill. Wouldn’t it be great if there were a way to analyze common data categories, such as customers, vendors, and items, without employing these advanced tools?
Business Central Dimensions allow you to group and categorize transactional data. You get a total of 8 Dimensions to use in any way that makes sense for your organization. These can then be used in searches, filters, and reports to help you quickly get the information you need to make sound business decisions.
However, when entering transactions, Dimension values must be created manually. If you’re working with long lists of customers, vendors, or items, manual entry can be inefficient and error-prone.
Watch a Live Demonstration
Would you like to see this enhanced functionality in action? The Auto-Create Dimensions tool for Business Central will be demonstrated at the Financial Management Tools Showcase for Dynamics BC/NAV, sponsored by MSDynamicsWorld.com (MSDW) and ERP Software Blog, on October 5th, 2022. You can choose from 3 time slots: 9am, 12pm, or 3pm Eastern. If you register, you can see the 15-minute demo of Auto-Create Dimensions live, or watch the recording at your convenience.
If you’re a Dynamics 365 Business Central VAR, take a few minutes to watch the session. This extension adds powerful functionality that is useful for every Business Central user – including your clients.
Top 4 Takeaways From the Live Demo
Here are some important points you’ll see emphasized in the demonstration on October 5th:
- This tool will save you time. It automatically populates the Dimension values for you. For example, it can create a Dimension value for each customer in the system and keep that list up to date for you, linking it back to the master record.
- ACD automatically populates the Dimension fields in all transactions upon posting to the General Ledger. This keeps the data in sync and allows you to filter transactions without drilling down with “Find Entries…”
- This functionality is available across all Dimensions in Business Central. So if, for example, you’re creating a sales order, it will track both the customer and the item and put both of those on the revenue line for additional reporting capabilities.
- It also works within account schedules (which has been renamed to Financial Reports in the next BC release) when running income statements and similar reports. You could run an account schedule and filter by a customer to see a profit and loss just for that customer, as an example.
Try the Extension Free for 30 Days
The Auto Create Dimensions extension is easy to install and configure. You can download a PTE App file from the
If you’d like to know more about Auto-Create Dimensions, purchase a license, or if you have recommendations for other Business Central enhancements,
Not available on October 5th?
By ERP Connect Consulting |