New financial dimension sets

Important

Some or all of the functionality noted in this article is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see Service update availability.

In Microsoft Dynamics 365 Finance version 10.0.38, a new feature Performance enhancement for general ledger dimension set balance calculation is available. When you turn on this feature, the process of creating new balances is initiated. This process might take several hours if the amount of transactional data is large. Reports and inquiries that use dimension sets won't be available until the processing is completed. You can view the status on the Dimension set page.

This feature enables the Trial balance inquiry page and reports that use financial dimension sets to run more efficiently. The financial dimension sets store data more efficiently and use less space. Therefore, the trial balance can show current balance data more quickly. The feature uses process automation to keep the balance amounts up to date.

View balance status

Use the Balance status button to view the current calculation state of the financial dimension set. The page that appears shows the status of the dimension set balance for each legal entity. It also shows the date and time when the dimension set was last updated by the automatic background process.

Enable balances

Use the Enable balances button to initialize and start to track balances for a dimension set that doesn't currently have balances.

Note

We recommend that you limit the number of dimension sets that have balances, because balance updates affect all General ledger posting activities.

Disable balances

Use the Disable balances button to turn off balance tracking for a given dimension set.

Rebuild balances

Use the Rebuild balances button on the balance status page to re-create balances from the General ledger transactional data. This functionality helps ensure that the balances match the data in General ledger. A rebuild of balances requires lots of processing and should rarely be required.

Delete a dimension set

If you no longer require a dimension set, you can use the Delete button to remove it. Don't delete and re-create dimension sets as a workaround for potential issues with the balance data for a specific dimension set. Re-creation of a dimension set is costly. For help with issues, contact Support.

For more information, see Financial dimensions.