How to set default values for coding lines in D365? How to utilize those coding defaults in Dooap?
Default values for coding lines can be configured in D365 at the vendor level.
Once set, these default values will automatically populate the coding lines in Dooap, helping to significantly reduce the manual effort required from your team.
Configurating Coding Defaults
To se default dimension values for a vendor, follow these instructions:
- In D365, navigate to Accounts Payable > Vendors > All Vendors.
- Click open the vendor that you want to add default dimensions for and scroll to the bottom of the vendor's page.
- Expand the Financial dimensions section and add default values that you want to use in coding.
- Click the Save button at the top of the page.
- Then open Dooap and navigate to Admin > AX Import to bring the set values into Dooap.
- Select only Vendor active from the left side, and click Import.
- Once the import is completed, the default dimension values that have been set in D365, will auto-populate on coding lines in Dooap, when invoices are imported for that vendor.
Example:
Default dimension values were set for vendor 104: Best Supplier - Europe in D365.
After adding a coding line in Dooap for this vendor, the values have auto-populated regardless of the chosen main account.
However, dimension values can always be changed manually if needed.
