They need to analyze which customers are buying which items.
They need to analyze which salespeople are selling in which regions.
They also need consistent reporting for Customer Groups, Item Groups, Salesperson, and Region.
In Business Central, dimensions are the mechanism to capture these classifications (customer groups, item groups, salesperson, region). To configure reporting dimensions properly, the following steps are required:
Set up dimensions
Before using any dimensions, you must define them in the Dimensions page. This is where new entries such as Customer Group, Item Group, Salesperson, and Region are created.
Correct action: Create a new entry on Dimensions.
Configure global dimensions
Business Central allows two global dimensions that become available on all transaction lines and entries. These are the most used reporting breakdowns.
Since the company must always report sales by customer and item, these should be set as global dimensions.
Correct action: Change global dimensions on General Ledger Setup.
Configure shortcut dimensions
Shortcut dimensions (up to 8) are additional reporting dimensions that can be made available for entry on journals, documents, and transactions. These are perfect for Region and Salesperson requirements.
Correct action: Choose a shortcut dimension code on General Ledger Setup.
This setup ensures reporting can directly answer the business questions in financial results and enable analysis across Customer Groups, Item Groups, Salespeople, and Regions.
Microsoft Learn References
Work with Dimensions
Set Up Dimensions
General Ledger Setup – Global and Shortcut Dimensions
Analysis by Dimensions
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