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Changing Dimensions after posting

  • 1.  Changing Dimensions after posting

    GOLD CONTRIBUTOR
    Posted 11 days ago
    RE: NAV 2017
    We use dimensions to track expenses and Assembly Orders created for a specific Job.  Sometimes invoices are posted without the correct dimension.  Sometimes Assembly Orders are created for stock and then pulled off the shelf and need to be assigned to a specific job dimension.  Is there anyway to change the dimension code for an invoice, assembly order, or any other document once it is posted in NAV other than reversing and recreating with the correct dimension codes?

    Thank you,

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    Traci Albosta
    Comitt Well Solutions LLC
    Katy TX
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  • 2.  RE: Changing Dimensions after posting

    Posted 11 days ago
    Traci

    Unfortunately, you will have to have your VAR/Partner write a customization to change the dimension values on posted document(s). After NAV 2009 (6.0), the dimension set id was introduced and swapping a dimension value on the table level went away. Your VAR/Partner will have to write a customization to identify if the new dimension set id already exist. If it doesn't, it must request a new set id from NAV and apply it to the transaction (posted document, ledger entries & GL entries). Not a rare request at all.

    Reach out to them, Good Luck!

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    Alfredo Zelaya
    Sr. Systems Analyst
    Megadyne Americas LLC
    Fairfield NJ
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  • 3.  RE: Changing Dimensions after posting

    TOP CONTRIBUTOR
    Posted 11 days ago
    You may want to consider this add-on product. I have installed this for clients and found it to work well to meet their needs. My last install was on NAV 2016 but it is available up to 2018.
    https://www.dynamicsnavaddons.com/dimension-management/

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    Cynthia Priebe MCP, DCP
    Senior Analyst and Project Manager
    Liberty Grove Software
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  • 4.  RE: Changing Dimensions after posting

    SILVER CONTRIBUTOR
    Posted 11 days ago
    I agree with Cathy as I was going to suggest same.   I have worked with some people from Dynamicsnavaddons and they are good.

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    David Cameron
    Microsoft Financial Consultant
    Templer Group
    ANCASTER ON
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  • 5.  RE: Changing Dimensions after posting

    GOLD CONTRIBUTOR
    Posted 10 days ago
    Thank you very much for the information.  I will look into the add-on.

    Traci

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    Traci Albosta
    Comitt Well Solutions LLC
    Katy TX
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