In this video, we're going to talk about segments when
posting transactions in GP and compare that to the experience
in Business Central, where we will define default dimensions on
entities like vendors and customers to create similar postings and
how those same transactions look on reports and Business Central.
To begin, let's go to GP and post an invoice
we received from a vendor for some recent training supplies
we bought. In the transaction window I'll go ahead and
select a vendor. This is the vendor that our training
and consulting division regularly uses for purchasing supplies. Next, I'll
enter in the vendor invoice number and the amount of
the purchase.
Once the transaction is posted, we'll look at the General
Posting Journal report.
In this report we can see we are posting to
the 6150 supply account and the division segment is set
to 500 which is our consulting and training team.
Now let's look at Business Central and how we can
set up default dimensions on a vendor and how those
are used on transactions and reported on in the trial
balance. If you remember from the Segment Dimension Setup
video the segments we defined in GP will migrate to
Business Central as dimensions, allowing us to continue to slice
and categorize our transactions being posted to the main accounts.
I'll first go to that same vendor in Business Central
that I migrated from GP using the Cloud Migration tool.
I want to assign the consulting and training team as
the default dimension value for the division dimension. Since again,
most of the purchases we make from this vendor are
used by our consulting and training team.
In the Dimension window, I'll go ahead and select the
division dimension and then select the training and consulting dimension
value.
If I wanted to lock the posting down further, I
could set the Value Posting to Code Mandatory, which would
indicate that a dimension value must exist on a transaction
for this vendor. For our purposes, however, I don't want
the system to be that rigid, we just want the
dimension value to default on transactions for us.
Next, let's enter in a purchase invoice for this vendor
similar to how we did it in GP and look
at how that dimension value will default onto the transaction.
I'll go ahead and select the Purchase Journal and enter
in my vendor invoice number again, select the vendor and
key in the purchase amount.
You can see in the fact box area the dimension
value has automatically defaulted onto the transaction for me.
Before posting any journal in Business Central, I can preview
the posting to ensure that the correct accounts are being
posted to, similar to clicking the Distributions button in GP.
I can see that it's posting to our supplies account
and our 500 division.
Since that all looks correct, I'll go ahead and post
the invoice.
Now let's look at the Trial Balance Dimension report in
Business Central. In my report options window, I've selected to
print the division dimension and we'll filter the report to
the supplies account.
Next I'll choose to view transactions for today only and
for the consulting and training division.
The Trial Balance report in Business Central allows me to
see amounts being posted to my main accounts, similar to
GP as well as allowing me to analyze transactions by
various categories. In this example by division.
And that's a quick look at segments and dimension posting
in GP and Business Central.
To learn more about Business Central, see the following resources.