As mentioned in a previous blog, within NAV, there are multiple defaults and rules that can be applied to ensure end users can perform their work efficiently and accurately. Included in that list are Default Dimensions and Priority.
Human error is the one thing you can’t take out of manual data entry. Let’s say your company processes 5,000 transactions each day. Imagine your employees entering Dimensions on each individual line for each of those 5,000 transactions. That leaves a ton of room for error, not to mention some pretty frustrated employees! Default Dimensions is an easy solution to that problem. Default Dimensions are set up on the account level and allow NAV to fill in corresponding Dimension information on the Document Header and Lines automatically. They can be applied to anything that posts to a ledger – G/L, Customers, Vendors, Items, etc. To make things even easier, Default Dimensions can be entered for single accounts or multiple accounts at the same time!
When setting up Default Dimensions, you will need to set the Value Posting Rules as well. These rules dictate the ways in which Dimension information may post. Options for Value Posting Rules are as follows:
|Blank||No posting restriction.
Transactions can be posted with any dimension value or without a dimension value.
|Code Mandatory||A dimension value is required for posting.
The specified dimension value will be displayed, but the user can change it.
|Same Code||The specified dimension value is required for posting.
The user can change it, but NAV will give an error on posting until it is changed back to the specified value.
|No Code||Do not use dimension values.
Example: Item 1001 need to be assigned the Dimension PRODUCTGROUP and required Dimension Value of BICYCLE.
Example: Customer accounts 60000 through 62000 need to be assigned multiple default dimensions as illustrated in the table below:
|DIMENSION||DIMENSION VALUE & VALUE POSTING|
|AREA||Default value is 30
A value is required but can be any value
|BUSINESSGROUP||Default value is INDUSTRIAL
A value is not required
|CUSTOMERGROUP||Required code is SMALL|
|DEPARTMENT||Default value is SALES
A value is not required
So, what happens when you create a document or journal that contains multiple defaults? Which Dimension reigns supreme? NAV has separate rules for when Default Dimension Priorities are not set up and for when they are.
The Check Value Posting function is a great tool to use when setting up account-type default dimensions to avoid conflicts between accounts and account types. The function will check for any existing default dimensions that conflict and compile a report you can view.
To run the Check Value Posting function and view the report: