Create financial dimensions for retail channels and configure dimension values on stores

This article explains how to create and configure financial dimensions for retail channels in Microsoft Dynamics 365 Commerce.

The following procedure walks through creating a commerce channel financial dimension with dimension values and steps to configure financial dimension values on stores. This article doesn't include other related steps, such as creating dimension sets and account structures. This procedure uses the USRT company in demo data.

To create and configure financial dimensions for retail channels, follow these steps.

1. In Commerce headquarters, go to General ledger > Chart of accounts > Dimensions > Financial dimensions.
2. Select New.
3. In the Use values from field, select Commerce channels.
4. In the Dimension name field, enter a value.
5. Select Activate.
6. Select Close.
7. Select Activate.
8. Select Dimension values.
9. Close the page.
10. Select Save.
11. Close the page.
12. Go to Retail and Commerce > Channels > Stores > All stores.
13. In the list, select the link in the selected row.
14. Toggle the expansion of the Financial dimensions section.
15. Select Edit.
16. In the Commerce channel field, select the drop-down button to open the lookup.
17. In the list, find and select the dimension value for the store being updated.
18. In the list, select the link in the selected row.
19. In the CostCenter field, select the drop-down button to open the lookup.
20. In the list, find and select the desired record.
21. In the list, select the link in the selected row.
22. In the Department field, select the drop-down button to open the lookup.
23. In the list, find and select the desired record.
24. In the list, select the link in the selected row.
25. Select Save.