{"id":42973,"date":"2020-07-20T19:34:00","date_gmt":"2020-07-20T19:34:00","guid":{"rendered":"http:\/\/sticky-highjinx.flywheelsites.com\/?p=42973"},"modified":"2022-11-16T15:39:50","modified_gmt":"2022-11-16T20:39:50","slug":"d365-developer-series-merging-financial-dimensions-in-d365-fo","status":"publish","type":"post","link":"https:\/\/envistacorp.techyscouts.dev\/en-au\/2020\/07\/20\/d365-developer-series-merging-financial-dimensions-in-d365-fo\/","title":{"rendered":"D365 Developer Series: Merging Financial Dimensions in D365 F&#038;O"},"content":{"rendered":"<span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> 3<\/span> <span class=\"rt-label rt-postfix\">minutes<\/span><\/span>\n<h2 class=\"wp-block-heading\" id=\"h-how-to-merge-financial-dimensions-via-code-in-microsoft-dynamics-365\">How to merge financial dimensions via code in Microsoft Dynamics 365<\/h2>\n\n\n\n<p>Merging financial dimensions is a common task that a developer may need to perform via x++ code in Microsoft Dynamics 365. This blog will demonstrate two different approaches for merging financial dimensions. The first example is using a standard business process. The second example is a custom example where we will look at an alternative way to merge default dimensions. Additionally, we will discuss some limitations and expected results when merging financial dimensions in D365.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-example-of-a-standard-process\">Example of a Standard Process<\/h3>\n\n\n\n<p>A great example that exists in the system is when a sales line is initially created. By default, the line will copy the sales header default dimension. Once an item is specified, the sales line will be updated with a financial dimension that merges the value of the sales line and the item\u2019s default dimension. Below you can see the method on the sales line that performs this operation.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>public DimensionDefault mergeDimension(\n\tDimensionDefault _primaryDefaultDimension,\n\tDimensionDefault _secondaryDefaultDimension = 0,\n\tDimensionMerge _dimensionMerge =DimensionMerge::newFromTable(this,\n\t\t\t\t\t\t\t\t\tthis.companyInfo().RecId))\n\t{\n\t\treturn _dimensionMerge.merge(_primaryDefaultDimension,_secondaryDefaultDimension);\n\t}<\/code><\/pre>\n\n\n\n<p>The method above takes in the two separate DimensionDefault parameters to merge and create a new DimensionMerge object instance with the basis being sales line. In order to instantiate your own DimensionsMerge object, you will need to pass in an instance of the table you are modifying that has a mapping to the DimensionDefaultMap, as well as the recId of the company the financial dimension belongs to. Once you have that object you may simply call the merge method passing in the two DimensionDefault fields to be merged. Note that the DimensionDefault data type is a 64-bit integer that references a DimensionAttributeValueSet record.<\/p>\n\n\n\t\t<div data-elementor-type=\"page\" data-elementor-id=\"53361\" class=\"elementor elementor-53361\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t\t<section class=\"has_eae_slider elementor-section elementor-top-section elementor-element elementor-element-b20eed2 elementor-section-stretched elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-eae-slider=\"87602\" data-id=\"b20eed2\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"aux-parallax-section has_eae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a4da46b\" data-eae-slider=\"76955\" data-id=\"a4da46b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"has_eae_slider elementor-section elementor-inner-section elementor-element elementor-element-af85717 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-eae-slider=\"17724\" data-id=\"af85717\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"aux-parallax-section has_eae_slider elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-94591d3\" data-eae-slider=\"67434\" data-id=\"94591d3\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b3da8d1 elementor-grid-1 elementor-posts--align-left elementor-grid-tablet-1 elementor-grid-mobile-1 elementor-posts--thumbnail-top elementor-posts__hover-gradient elementor-widget elementor-widget-posts\" data-id=\"b3da8d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;cards_columns&quot;:&quot;1&quot;,&quot;cards_row_gap&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:0,&quot;sizes&quot;:[]},&quot;cards_columns_tablet&quot;:&quot;1&quot;,&quot;cards_columns_mobile&quot;:&quot;1&quot;,&quot;cards_row_gap_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;cards_row_gap_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"posts.cards\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-posts-container elementor-posts elementor-posts--skin-cards elementor-grid\" role=\"list\">\n\t\t\t\t<article class=\"elementor-post elementor-grid-item post-100095 post type-post status-publish format-standard has-post-thumbnail hentry category-white-paper tag-dynamics-365 tag-microsoft\" role=\"listitem\">\n\t\t\t<div class=\"elementor-post__card\">\n\t\t\t\t<a class=\"elementor-post__thumbnail__link\" href=\"https:\/\/web.envistacorp.techyscouts.dev\/hidden-treasures-advanced-warehousing\" tabindex=\"-1\" ><div class=\"elementor-post__thumbnail\"><img fetchpriority=\"high\" decoding=\"async\" width=\"768\" height=\"582\" src=\"https:\/\/envistacorp.techyscouts.dev\/en-au\/wp-content\/uploads\/sites\/4\/2022\/10\/image-2025-04-09T153950.688-768x582.jpg\" class=\"attachment-medium_large size-medium_large wp-image-117516\" alt=\"A man in a white shirt stands in a warehouse, holding and reviewing a clipboard. Shelves filled with boxes line the space, and another person in a yellow vest is visible in the background.\" \/><\/div><\/a>\n\t\t\t\t<div class=\"elementor-post__text\">\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"aux-parallax-section has_eae_slider elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-860af14\" data-eae-slider=\"96756\" data-id=\"860af14\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-32bfd00 elementor-grid-1 elementor-grid-tablet-1 elementor-grid-mobile-1 elementor-posts--thumbnail-top elementor-posts__hover-gradient elementor-widget elementor-widget-posts\" data-id=\"32bfd00\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;cards_columns&quot;:&quot;1&quot;,&quot;cards_row_gap&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:0,&quot;sizes&quot;:[]},&quot;cards_columns_tablet&quot;:&quot;1&quot;,&quot;cards_columns_mobile&quot;:&quot;1&quot;,&quot;cards_row_gap_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;cards_row_gap_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"posts.cards\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-posts-container elementor-posts elementor-posts--skin-cards elementor-grid\" role=\"list\">\n\t\t\t\t<article class=\"elementor-post elementor-grid-item post-100095 post type-post status-publish format-standard has-post-thumbnail hentry category-white-paper tag-dynamics-365 tag-microsoft\" role=\"listitem\">\n\t\t\t<div class=\"elementor-post__card\">\n\t\t\t\t<a class=\"elementor-post__thumbnail__link\" href=\"https:\/\/web.envistacorp.techyscouts.dev\/hidden-treasures-advanced-warehousing\" tabindex=\"-1\" target=\"_blank\"><div class=\"elementor-post__thumbnail\"><img decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/envistacorp.techyscouts.dev\/en-au\/wp-content\/uploads\/sites\/4\/2022\/10\/image-2025-04-09T153950.688-300x300.jpg\" class=\"attachment-medium size-medium wp-image-117516\" alt=\"A man in a white shirt stands in a warehouse, holding and reviewing a clipboard. Shelves filled with boxes line the space, and another person in a yellow vest is visible in the background.\" srcset=\"https:\/\/envistacorp.techyscouts.dev\/en-au\/wp-content\/uploads\/sites\/4\/2022\/10\/image-2025-04-09T153950.688-300x300.jpg 300w, https:\/\/envistacorp.techyscouts.dev\/en-au\/wp-content\/uploads\/sites\/4\/2022\/10\/image-2025-04-09T153950.688-150x150.jpg 150w, https:\/\/envistacorp.techyscouts.dev\/en-au\/wp-content\/uploads\/sites\/4\/2022\/10\/image-2025-04-09T153950.688-60x60.jpg 60w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div><\/a>\n\t\t\t\t<div class=\"elementor-post__badge\">White Paper<\/div>\n\t\t\t\t<div class=\"elementor-post__text\">\n\t\t\t\t<h3 class=\"elementor-post__title\">\n\t\t\t<a href=\"https:\/\/web.envistacorp.techyscouts.dev\/hidden-treasures-advanced-warehousing\" target=&quot;_blank&quot;>\n\t\t\t\tHidden Treasures of Advanced Warehousing\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t<div class=\"elementor-post__excerpt\">\n\t\t\t<p>Make the most of Microsoft Dynamics 365\u2019s Advanced Warehousing module and gain insight into the hidden treasures to unlock value.<\/p>\n\t\t<\/div>\n\t\t\n\t\t<a class=\"elementor-post__read-more\" href=\"https:\/\/web.envistacorp.techyscouts.dev\/hidden-treasures-advanced-warehousing\" aria-label=\"Read more about Hidden Treasures of Advanced Warehousing\" tabindex=\"-1\" target=\"_blank\">\n\t\t\tDownload\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-example-of-a-custom-merge\">Example of a Custom Merge<\/h3>\n\n\n\n<p>There is a second way of merging default dimensions that can be used. Using this option can be handy if all you have are the default dimension values which do not utilize the DimensionDefaultMap object. In this example, we still pull our values from table buffers, but they are not required. Below is a snippet of code that demonstrates this.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>public void mergeFinDim()\n\n{\n\tSalesLine salesLine;\n\tInventTable inventTable;\n\n\t\/\/USMF data\n\tsalesLine = SalesLine::find('001012', 1, true);\n\tinventTable = InventTable::find('A0001');\n\tsalesLine.DefaultDimension =\n\t\t\t\tLedgerDimensionDefaultFacade::serviceMergeDefaultDimensions(\n\t\t\t\t\tsalesLine.DefaultDimension, inventTable.DefaultDimension);\n} <\/code><\/pre>\n\n\n\n<p>In this method of merging financial dimensions, you do not need any other objects other than at least two DimensionDefault values. You should ensure that the dimension values that are passed into the service method are in priority order.<\/p>\n\n\n\n<p>The merged dimension is initialized from the first supplied default dimension values. Subsequent dimension values are added to the merged dimension if they are blank in the merged dimension. Below is a table demonstrating the inputs and outputs of the custom merge example:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Default Dimension<\/strong><\/td><td><strong>Business Unit<\/strong><\/td><td><strong>Cost Center<\/strong><\/td><td><strong>Department<\/strong><\/td><td><strong>Item Group<\/strong><\/td><\/tr><tr><td>Sales Line 1<\/td><td>001<\/td><td>Trade Show<\/td><td>Sales<\/td><td>&nbsp;<\/td><\/tr><tr><td>Item A0001<\/td><td>&nbsp;<\/td><td>Production<\/td><td>HR<\/td><td>Audio<\/td><\/tr><tr><td>Merged Dimension<\/td><td>001<\/td><td>Trade Show<\/td><td>Sales<\/td><td>Audio<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>If you are using the LedgerDimensionDefaultFacade class in your solution, you will need to reference the Ledger and Dimension packages in your model.<\/p>\n\n\n\n<p>In this blog, we have demonstrated how a developer can merge default dimensions. We demonstrated two separate approaches with examples and discussed key points the developer should be aware of when using these tools.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-deep-expertise-in-dynamics-ax-and-d365-development\">Deep Expertise in Dynamics AX and D365 Development<\/h2>\n\n\n\n<p>enVista is dedicated to helping the Microsoft community&nbsp;by continuously sharing our in-depth knowledge of X++ and&nbsp;Microsoft Dynamics 365 development.&nbsp;If you are struggling with Dynamics AX or <a href=\"https:\/\/envistacorp.techyscouts.dev\/technology\/microsoft\/dynamics-365\/\">D365 development<\/a>,&nbsp;contact us, and we will connect you with one of our in-house experts.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Read our other topics in our D365 Developer Series:&nbsp;<\/p>\n\n\n\n<p><a href=\"\/blog\/d365-developer-series-extending-full-text\" rel=\"noreferrer noopener\" target=\"_blank\">Extending Full-Text within Retail and Commerce<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/envistacorp.techyscouts.dev\/blog\/when-why-how-to-use-data-contracts-in-dynamics-365\/\">When, Why, and How to Use Data Contracts in Dynamics 365<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/envistacorp.techyscouts.dev\/blog\/d365-developer-series-chain-of-command\/\">Using&nbsp;Chain of&nbsp;Command&nbsp;in X++<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/envistacorp.techyscouts.dev\/blog\/d365-developer-series-syslastvalue-single-line\/\" target=\"_blank\" rel=\"noreferrer noopener\">SysLastValue in a Single Line<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to merge financial dimensions via code in Microsoft Dynamics 365<\/p>\n","protected":false},"author":22,"featured_media":46174,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","_searchwp_excluded":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[3475],"tags":[3746,3922,3561],"class_list":["post-42973","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-dynamics-365","tag-finance","tag-microsoft"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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