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Microsoft Dynamics NAV 2016 Financial Management

You're reading from   Microsoft Dynamics NAV 2016 Financial Management Master the world of financial management with Microsoft Dynamics NAV 2016

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Product type Paperback
Published in Jan 2017
Publisher Packt
ISBN-13 9781786469496
Length 222 pages
Edition 2nd Edition
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Authors (3):
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Anju Bala Anju Bala
Author Profile Icon Anju Bala
Anju Bala
Cristina Nicolas Lorente Cristina Nicolas Lorente
Author Profile Icon Cristina Nicolas Lorente
Cristina Nicolas Lorente
Laura Nicolàs Lorente Laura Nicolàs Lorente
Author Profile Icon Laura Nicolàs Lorente
Laura Nicolàs Lorente
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Toc

Table of Contents (9) Chapters Close

Preface 1. The Sales and Purchase Processes 2. Managing Payments and Banks FREE CHAPTER 3. Accounting Processes 4. Reporting and Business Intelligence 5. Foretelling - Budgeting and Cash Flow Management 6. Financial Management Setup 7. Other Financial Functionalities 8. Fixed Asset Setup and Transactions

Setting up dimensions


In Chapter 4, Reporting and Business Intelligence, you learned about dimensions and how they can help to analyze the data registered into the system. To create dimensions and dimensions values, we perform the following steps:

  1. Navigate to Administration | Dimensions and click on New.

  2. Give the new dimension a code such as ITEM TYPE.

  3. Click on Dimension Values and create the values shown in the following screenshot:

    Note

    You can create new dimension values on existing dimensions at any time.

Once the dimension is created, we have to tell the system whether it will be used as a global dimension or a shortcut dimension. This can be done in the General Ledger Setup window.

  1. Navigate to Departments | Financial Management | Setup | General Ledger Setup.

  2. In the Dimensions tab, select the ITEM TYPE dimension in the Shortcut Dimension 7 code field.

    Tip

    Change global dimensions Once the global dimensions are assigned, you can change them using the Change Global Dimensions job found on the...

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