Ideas implemented in Microsoft Dynamics 365 SCM: Vendor group default financial dimensions

In these series of posts, I would like to go through some ideas that were implemented and show case the actual features details:

Vendor group default financial dimensions: 

See ideas for your reference:

• Microsoft Idea (dynamics.com)
• Microsoft Idea (dynamics.com)

In 10.0.28 this feature has been introduced:

This feature enable you to setup default financial dimensions on the vendor group and set financial dimensions on the vendor based on the vendor group selected. The concept is similar to the exact same functionality on the Customer side.

Walkthrough: 

• Go to Accounts payable > Vendors > Vendor groups.
• Select Vendor group tab on the Action pane and select Default financial dimensions button.
• Define the financial dimensions values.

• Navigate to Accounts payable > Vendors > All vendors.
• Select New button.
• Set mandatory fields like Vendor account number, Name. 
• Set the Vendor group field. Based on the selected group financial dimensions will be defaulted to the vendor.

• Expand Financial dimensions tab. Notice that financial dimensions are automatically set.

• Change the Vendor group field value. 
• Confirmation dialog will be shown. 
• If you select Yes, the Vendor group will be changed and Financial dimensions will be overridden. 
• If you select Cancel, the Vendor group value will be reverted back to the previous saved value. 

You can also track financial dimension for Vendor group and use "Copy values to this dimensions on each vendor group created". I will first start off by saying what this Copy flag does. If this parameter is enabled, when you create a new vendor group and vendor group is defined as a financial dimension, default financial dimensions for that vendor group will be filled in with the created Vendor group ID.  

Walkthrough: 

• Go to General ledger > Chart of accounts > Dimensions > Financial dimensions.
• Create a new financial dimension Vendor group.
• Do not set "Copy values to this...."

• Press Activate button (You will need to go into maintenance mode: Maintenance mode - Finance & Operations | Dynamics 365 | Microsoft Docs)
• Go to General ledger > Chart of accounts > Structure > Configure account structure
• Add the Vendor group segment to the Accounting structure.

• Select Activate button (You will need to turn off maintenance mode)
• Create a new Vendor group.
• Select Default financial dimensions button. Notice that Vendor group financial dimension is blank.

• Create a new Vendor with the created vendor group.
• Notice that Vendor group financial dimension is blank as well.

• Go to the Financial dimensions and set "Copy values to this...." to Yes.

• Create a new Vendor group.
• Select Default financial dimensions button. Notice that Vendor group financial dimension is set based on the Vendor group ID.

• Create a new Vendor with the created vendor group.
• Notice that Vendor group financial dimension is filled automatically by the vendor group selected.

That's it!