Comparing Segment and Dimension Transaction and Reporting between Dynamics GP and Business Central
Compares Dynamics GP segment posting with Business Central dimensions. GP segments migrate to Business Central as dimensions. A default division dimension set on a vendor (migrated with the cloud migration tool) defaults onto purchase journal invoices. The posting can be previewed before posting, and the results can be analyzed by division in the trial balance dimension report.
- Introduction to segments and dimensions
- Posting transactions with segments in Dynamics GP
- Overview of dimensions in Business Central
- Setting up default dimensions on vendors
- Creating purchase invoices with default dimensions
- Preview posting and posting transactions
- Viewing transactions in trial balance dimension report
Overview
The video compares how Dynamics GP handles segments on transactions with how Business Central handles dimensions. It starts with posting a transaction with segments in GP, then explains that those segments migrate to Business Central as dimensions so transactions can still be categorized.
The demo uses a vendor migrated from GP with the cloud migration tool. A default dimension is assigned to the vendor, a purchase invoice picks it up, the posting is previewed, and the invoice is posted. The result is then viewed in the trial balance dimension report, sliced by a dimension such as division.
Key points
- Segments defined in GP migrate to Business Central as dimensions, so transactions can still be categorized.
- Default dimensions can be assigned to a vendor and default onto purchase transactions for that vendor.
- Setting the dimension value posting to code mandatory enforces that a dimension value exists on transactions for that vendor. Without it, the dimension is used for defaulting only.
- Posting preview before posting a journal lets you verify accounts and dimension values, similar to the distributions button in GP.
- The trial balance dimension report shows amounts posted to main accounts, similar to GP, and lets you analyze transactions by dimensions such as division.
Features
| Feature | Status | At |
|---|---|---|
| Default dimensions on vendors | status not stated, demoed | 1:20 |
| Dimension value posting code settings | status not stated | 1:53 |
| Dimension value migration from GP | status not stated, demoed | 1:00 |
| Posting preview in purchase journal | status not stated, demoed | 2:39 |
| Trial balance dimension report | status not stated, demoed | 3:09 |
Quotes
- 1:00 “the segments we defined in GP will migrate to business Central as Dimensions allowing us to continue to slice and categorize our transactions”
- 1:20 “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”
- 1:53 “if I wanted to lock the posting down further I could set the value posting to code mandatory which would indicate that a dimension”
- 2:39 “Before posting any journal in business Central I can preview the posting to ensure that the correct accounts are being posted to similar to”
- 3:32 “the trial balance report in business Central allows me to see amounts being posted to my main accounts similar to GP as well as”