DDR – Dimension Default Rules Enhancement

Enhancements are done to the existing DDR feature which enables the defaulting of Financial dimensions from Project Operations to the Finance & Operations system.

A new checkbox field ‘PO Project Task’ is added in the DDR setup form, which can be used to set up how the financial dimensions should be defaulted on the Project integration journal for Hour, Fees, and Expense transaction types from Project Operations.

To access this feature, navigate to:

D365 FSCM > Project Management and Accounting > Setup > Posting > Dimension Default Rules

Additional Fields and Descriptions

Field Description
PO Project Task
  • Checkbox field.
  • Indicates if the financial dimensions must be defaulted from Project Operations.
  • When the field is ticked for a particular posting type, the financial dimensions are copied from Project Operations to Integration journal lines.
  • When the field is unticked, the financial dimensions updates work as per old functionality (i.e., checks the Primary source, Secondary source, etc.)

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