{"id":4923,"date":"2015-10-27T21:06:08","date_gmt":"2015-10-27T21:06:08","guid":{"rendered":"https:\/\/patrickmouwen.com\/?p=4923"},"modified":"2024-01-26T11:56:09","modified_gmt":"2024-01-26T11:56:09","slug":"financial-dimensions-on-web-orders-vs-non-retail-orders","status":"publish","type":"post","link":"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/","title":{"rendered":"Financial dimensions on web orders vs non-Retail orders"},"content":{"rendered":"

Say we have non-Retail B2B sales and B2C weborders in 1 company. We sell the same items through these channels. We expect the financial dimension values for the same financial dimensions to appear on our order lines but\u2026 they differ between these scenarios… HUH?\"Microsoft<\/a>And at invoicing we get stuck (posting is cancelled) as in the B2C scenario we miss a mandatory financial dimension value CostCenter\u2026 ARGGGGG!
\n<\/p>\n

Cause<\/h2>\n

For the cause of this issue we have to dig into the way the financial dimensions are inherited in each scenario. Here\u2019s what happens in both scenarios:<\/p>\n

\"Microsoft<\/a>In both scenarios the sales order header inherits its financial dimension values from a main entity: in the Retail web order scenario that\u2019s the Retail channel, whereas the customer is the main entity in the non-Retail sales scenario (criterion for \u2018being\u2019 a non-Retail sales order: RetailSalesTable.RetailOrder == NoYes::No<\/strong>). This difference makes sense as in the Retail scenario you might want to keep track of the sales channel your actual sale originated from.<\/p>\n

But there\u2019s one major difference between the scenarios when it comes to sales order header\u00a0to sales order line inheritance: in the non-Retail case, the financial dimension values on the\u00a0sales order\u00a0header\u00a0and item level are both (AND<\/em>) inherited to the sales order line. In the Retail web order case it\u2019s a case of OR<\/em>: if the item contains default dimension values, then these are copied to the sales order level, otherwise the sales order line inherits the sales order header dimension values.<\/p>\n

Solution<\/h2>\n

For non-Retail sales, the inheritance happens as follows:<\/p>\n

    \n
  1. \\Classes\\SalesLineType\\InitFromSalesTable <\/strong>(inherit from SO header to SO line):
    \n    \"Inherit<\/a><\/li>\n
  2. \\Classes\\SalesLineType\\InitFromInventTable <\/strong>(inherit from\u00a0item to SO line):\"Inherit<\/a>
    \nSo, the actual magic is in the salesLine.mergeDimension<\/strong> method. Here\u2019s where the AND<\/em> card is played.<\/li>\n<\/ol>\n

    In my customer\u2019s scenario it was important to align the two cases so the Account structures<\/strong> setup in General ledger<\/strong> could be consistent in terms of mandatory financial dimensions. Therefore I decided to apply the merge to the Retail web order area as well \u2013 It also makes the situation more consistent in general. For the Retail web orders the financial dimension values are set as part of the Retail > Periodic > Synchronize online orders<\/strong> batch job. The applied business logic resides in the RetailOrderManager::createEachOrderLine<\/strong> method. So in order to align the cases I only needed to call the Merge<\/em> functionality in this context as well. A change of only 2 lines of code:<\/p>\n

    \"Inherit<\/a>
    \nOne last addition to this: if you look at how financial dimensions are set on customer orders (created from Retail POS through Real Time Service) and sales orders which are created through Retail POS statement posting, then we see another variant (RetailOrderManager::mergeOrderDefaultDimension<\/strong>):
    \n    \"Inherit<\/a>In this context, financial dimensions are set on sales order header<\/em> level as a hierarchical merge of even 4 dimensions: customer, Retail store, Retail terminal and worker. You\u2019d better be aware of all these variants when setting up AX financially ;-).<\/p>\n

    Happy DAX\u2019ing!<\/p>\n

    Patrick<\/p>\n","protected":false},"excerpt":{"rendered":"

    Say we have non-Retail B2B sales and B2C weborders in 1 company. We sell the same items through these channels. We expect the financial dimension values for the same financial dimensions to appear on our order lines but\u2026 they differ between these scenarios… HUH?And at invoicing we get stuck (posting is cancelled) as in the […]<\/p>\n","protected":false},"author":2,"featured_media":4931,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"image","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[43,45],"tags":[50,59,49,56,82,83,88,84,89,48,85,62,60,51,87,63,86,61],"yoast_head":"\nFinancial dimensions on web orders vs non-Retail orders - Patrick Mouwen<\/title>\n<meta name=\"description\" content=\"Describes the way financial dimensions are set on sales order header and lines in Microsoft Dynamics AX Retail and non-Retail scenarios.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial dimensions on web orders vs non-Retail orders - Patrick Mouwen\" \/>\n<meta property=\"og:description\" content=\"Describes the way financial dimensions are set on sales order header and lines in Microsoft Dynamics AX Retail and non-Retail scenarios.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/\" \/>\n<meta property=\"og:site_name\" content=\"Patrick Mouwen\" \/>\n<meta property=\"article:published_time\" content=\"2015-10-27T21:06:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-26T11:56:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/patrickmouwen.com\/wp-content\/uploads\/2015\/10\/Business-Report.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"412\" \/>\n\t<meta property=\"og:image:height\" content=\"278\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Patrick Mouwen\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Geschreven door\" \/>\n\t<meta name=\"twitter:data1\" content=\"Patrick Mouwen\" \/>\n\t<meta name=\"twitter:label2\" content=\"Geschatte leestijd\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/\",\"url\":\"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/\",\"name\":\"Financial dimensions on web orders vs non-Retail orders - Patrick Mouwen\",\"isPartOf\":{\"@id\":\"https:\/\/patrickmouwen.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/patrickmouwen.com\/wp-content\/uploads\/2015\/10\/Business-Report.jpg\",\"datePublished\":\"2015-10-27T21:06:08+00:00\",\"dateModified\":\"2024-01-26T11:56:09+00:00\",\"author\":{\"@id\":\"https:\/\/patrickmouwen.com\/#\/schema\/person\/50e1b9d26e21635682131c7ebae41de2\"},\"description\":\"Describes the way financial dimensions are set on sales order header and lines in Microsoft Dynamics AX Retail and non-Retail scenarios.\",\"breadcrumb\":{\"@id\":\"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/#breadcrumb\"},\"inLanguage\":\"nl-NL\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"nl-NL\",\"@id\":\"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/#primaryimage\",\"url\":\"https:\/\/patrickmouwen.com\/wp-content\/uploads\/2015\/10\/Business-Report.jpg\",\"contentUrl\":\"https:\/\/patrickmouwen.com\/wp-content\/uploads\/2015\/10\/Business-Report.jpg\",\"width\":412,\"height\":278,\"caption\":\"Business Report\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/patrickmouwen.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Financial dimensions on web orders vs non-Retail orders\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/patrickmouwen.com\/#website\",\"url\":\"https:\/\/patrickmouwen.com\/\",\"name\":\"Patrick Mouwen\",\"description\":\"Microsoft Dynamics Retail\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/patrickmouwen.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"nl-NL\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/patrickmouwen.com\/#\/schema\/person\/50e1b9d26e21635682131c7ebae41de2\",\"name\":\"Patrick Mouwen\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"nl-NL\",\"@id\":\"https:\/\/patrickmouwen.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/186ace850ba79d7e3508d69c9d066218?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/186ace850ba79d7e3508d69c9d066218?s=96&d=mm&r=g\",\"caption\":\"Patrick Mouwen\"},\"sameAs\":[\"https:\/\/patrickmouwen.com\"],\"url\":\"https:\/\/patrickmouwen.com\/author\/patrick\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Financial dimensions on web orders vs non-Retail orders - Patrick Mouwen","description":"Describes the way financial dimensions are set on sales order header and lines in Microsoft Dynamics AX Retail and non-Retail scenarios.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/","og_locale":"nl_NL","og_type":"article","og_title":"Financial dimensions on web orders vs non-Retail orders - Patrick Mouwen","og_description":"Describes the way financial dimensions are set on sales order header and lines in Microsoft Dynamics AX Retail and non-Retail scenarios.","og_url":"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/","og_site_name":"Patrick Mouwen","article_published_time":"2015-10-27T21:06:08+00:00","article_modified_time":"2024-01-26T11:56:09+00:00","og_image":[{"width":412,"height":278,"url":"https:\/\/patrickmouwen.com\/wp-content\/uploads\/2015\/10\/Business-Report.jpg","type":"image\/jpeg"}],"author":"Patrick Mouwen","twitter_card":"summary_large_image","twitter_misc":{"Geschreven door":"Patrick Mouwen","Geschatte leestijd":"3 minuten"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/","url":"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/","name":"Financial dimensions on web orders vs non-Retail orders - Patrick Mouwen","isPartOf":{"@id":"https:\/\/patrickmouwen.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/#primaryimage"},"image":{"@id":"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/#primaryimage"},"thumbnailUrl":"https:\/\/patrickmouwen.com\/wp-content\/uploads\/2015\/10\/Business-Report.jpg","datePublished":"2015-10-27T21:06:08+00:00","dateModified":"2024-01-26T11:56:09+00:00","author":{"@id":"https:\/\/patrickmouwen.com\/#\/schema\/person\/50e1b9d26e21635682131c7ebae41de2"},"description":"Describes the way financial dimensions are set on sales order header and lines in Microsoft Dynamics AX Retail and non-Retail scenarios.","breadcrumb":{"@id":"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/#breadcrumb"},"inLanguage":"nl-NL","potentialAction":[{"@type":"ReadAction","target":["https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/"]}]},{"@type":"ImageObject","inLanguage":"nl-NL","@id":"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/#primaryimage","url":"https:\/\/patrickmouwen.com\/wp-content\/uploads\/2015\/10\/Business-Report.jpg","contentUrl":"https:\/\/patrickmouwen.com\/wp-content\/uploads\/2015\/10\/Business-Report.jpg","width":412,"height":278,"caption":"Business Report"},{"@type":"BreadcrumbList","@id":"https:\/\/patrickmouwen.com\/functional\/financial-dimensions-on-web-orders-vs-non-retail-orders\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/patrickmouwen.com\/"},{"@type":"ListItem","position":2,"name":"Financial dimensions on web orders vs non-Retail orders"}]},{"@type":"WebSite","@id":"https:\/\/patrickmouwen.com\/#website","url":"https:\/\/patrickmouwen.com\/","name":"Patrick Mouwen","description":"Microsoft Dynamics Retail","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/patrickmouwen.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"nl-NL"},{"@type":"Person","@id":"https:\/\/patrickmouwen.com\/#\/schema\/person\/50e1b9d26e21635682131c7ebae41de2","name":"Patrick Mouwen","image":{"@type":"ImageObject","inLanguage":"nl-NL","@id":"https:\/\/patrickmouwen.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/186ace850ba79d7e3508d69c9d066218?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/186ace850ba79d7e3508d69c9d066218?s=96&d=mm&r=g","caption":"Patrick Mouwen"},"sameAs":["https:\/\/patrickmouwen.com"],"url":"https:\/\/patrickmouwen.com\/author\/patrick\/"}]}},"builder_content":"","_links":{"self":[{"href":"https:\/\/patrickmouwen.com\/wp-json\/wp\/v2\/posts\/4923"}],"collection":[{"href":"https:\/\/patrickmouwen.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/patrickmouwen.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/patrickmouwen.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/patrickmouwen.com\/wp-json\/wp\/v2\/comments?post=4923"}],"version-history":[{"count":4,"href":"https:\/\/patrickmouwen.com\/wp-json\/wp\/v2\/posts\/4923\/revisions"}],"predecessor-version":[{"id":4934,"href":"https:\/\/patrickmouwen.com\/wp-json\/wp\/v2\/posts\/4923\/revisions\/4934"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/patrickmouwen.com\/wp-json\/wp\/v2\/media\/4931"}],"wp:attachment":[{"href":"https:\/\/patrickmouwen.com\/wp-json\/wp\/v2\/media?parent=4923"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/patrickmouwen.com\/wp-json\/wp\/v2\/categories?post=4923"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/patrickmouwen.com\/wp-json\/wp\/v2\/tags?post=4923"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}