Comparing Subaccount Segments and Dimension Setup between Dynamics SL and Dynamics 365 Business
Subaccount segments in Dynamics SL compared with dimensions in Business Central after migration. Covers the SL flex key (up to eight segments), choosing global dimensions in the SL company migration configuration tool, two global dimensions plus shortcut dimensions, and analysis on the chart of accounts.
- Introduction to subaccount segments
- Subaccount segments in Dynamics SL
- Segment values and lookup
- Migration to Business Central dimensions
- Global and shortcut dimensions setup
- Dimension values and chart of accounts
- Analysis and drill-back functionality
Overview
The video explains how subaccount segments in Dynamics SL map to dimensions in Business Central. In SL, up to eight segments are defined in the flex key definition screen, each with a position and length, and combined with main accounts to record and report financial data. Companies use them to categorize revenue by region and market segment, and expenses by department and project.
It then shows the migration. In the SL company migration configuration tool you choose which segments become global dimensions. The rest become shortcut dimensions. The demo covers general ledger setup, dimension values, and the chart of accounts, where balances are broken out by dimension and can be drilled into.
Key points
- Dynamics SL allows up to eight subaccount segments, defined in the flex key definition screen with a position and length for each.
- In the SL company migration configuration tool, you select which segments are migrated as global dimensions in Business Central.
- Business Central has only two global dimensions. Remaining segments are migrated as shortcut dimensions.
- General ledger setup shows the configured global dimensions. In the demo, reporting unit and company segment appear as global dimensions after migration.
- Dimension values can be viewed and new ones created from the specific dimension.
- The chart of accounts shows migrated main accounts with balances broken out by dimensions such as reporting unit and company segment, with drill-back for analysis.
- Dimensions categorize and analyze transactions on the chart of accounts instead of creating separate ledger accounts.
Features
| Feature | Status | At |
|---|---|---|
| Subaccount segments in Dynamics SL | status not stated, demoed | 0:53 |
| Segment migration to Business Central | status not stated | 1:42 |
| Global and shortcut dimensions | status not stated, demoed | 2:09 |
| General ledger setup for dimensions | status not stated, demoed | 2:33 |
| Dimension values management | status not stated, demoed | 3:06 |
| Chart of accounts analysis with dimensions | status not stated, demoed | 3:39 |
Quotes
- 0:23 “Companies may want to categorize revenue by region and market segments and expenses by department and projects.”
- 0:53 “There can be up to eight sub account segments defined in the flex key definition screen in Dynamics SL.”
- 1:42 “In the SL company migration configuration tool, you can include which segments you would like to be global dimensions.”
- 1:57 “Dimensions in Business Central let you categorize and analyze transactions posted to the chart of accounts instead of creating separate ledger accounts.”
- 2:21 “dimensions the remainder of your segments will be migrated as shortcut dimensions”