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A client has one legal entity, two departments, and two divisions.
The client is implementing Dynamics 365 Finance.
The departments and divisions are set up as financial dimensions.
The client has the following requirements: -> Only expense accounts require dimensions posted with the transactions.
-> Users must not have the option to select dimensions for a balance sheet account.
You need to configure the ledger to show applicable financial dimensions based on the main account selected in journal entry.
Solution: Configure default financial dimensions on expense accounts only.
Does the solution meet the goal?
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A. B.B.
https://docs.microsoft.com/en-us/dynamics365/finance/general-ledger/configure-account-structuresThe solution provided does not fully meet the stated goals of the client.
The client's requirement is to ensure that only expense accounts require dimensions to be posted with transactions, and that users should not have the option to select dimensions for balance sheet accounts. The proposed solution is to configure default financial dimensions on expense accounts only.
While this solution partially addresses the first requirement by only requiring dimensions on expense accounts, it does not address the second requirement of preventing users from selecting dimensions for balance sheet accounts. Users would still have the option to select dimensions for all accounts, including balance sheet accounts.
Therefore, the correct answer is B. No, the solution does not fully meet the stated goals of the client.
To fully meet the client's requirements, a better solution would be to configure the system to allow dimensions only on expense accounts, while disabling the option to select dimensions for balance sheet accounts. This can be achieved by configuring the ledger account form to allow dimension posting only for accounts with a specific account type, such as Expense or Overhead, while disabling dimension posting for balance sheet accounts. Additionally, security roles can be configured to prevent users from selecting dimensions for balance sheet accounts.