Employees or workers creating purchase requisitions in D365 may not be intimately familiar with the chart of accounts or financial dimensions. This could lead to purchase requisitions not being coded properly or entered at all, and time wasted by the reviewers/approvers fixing the coding or returning the purchase requisition via workflow to the submitter to fix. Luckily, we can add default financial dimensions to an employee record, those dimensions will automatically pull into a purchase requisition!
Default financial dimensions can be legal entity specific. We can assign different dimensions for each company if an employee is hired by multiple legal entities. Whatever the company they are purchasing for, those dimensions will default.
These dimensions do not need to follow the company's account structure rules. Not every dimension or even a main account needs to be filled out.
Navigate to Human Resources > Workers > Employees > Select your user
Then go to Procurement and sourcing> Purchase requisitions > All purchase requisitions > + New
Add a line to the recently created purchase requisition and select a "Buying legal entity"
The "Buying legal entity" drop-down will show each employee a list of companies that they are hired to, once selected, that line will default those dimensions for that legal entity.
We can confirm that those defaulted dimensions are automatically populated on the line-level details.
This is just one example of the useful and interesting integrations between the Human resources and Finance modules. We can expect more like this from Microsoft in the future as they push towards revamping the human resources functionalities within D365 F&O.
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