bcquality/microsoft/knowledge/finance/write-dimensions-as-dimension-set-entries.md
Jesper Schulz-Wedde 07e324ddbc
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Add source-verified Finance knowledge and review domain (#57)
* Add Finance posting domain-knowledge pilot

Adds three atomic domain-rule knowledge files under community/knowledge/finance/ as a pilot for Type-A (normative) Business Central domain knowledge: post through the posting engine, treat posted ledger entries as immutable, and treat the Dimension Set ID as the source of truth for dimensions. Includes a good/bad AL sample pair for the posting rule.

These encode BC-specific invariants that LLMs reliably get wrong, fitting the existing remedial/atomic knowledge grain with no schema or contract changes. Passes the repo frontmatter validator and is discovered by the knowledge index.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* Clarify editable operational fields on posted ledger entries

Addresses review feedback from @JeremyVyska on PR #57: the immutability rule applies to financial content, not the whole entry. Reframes the Description around financial content and gives the operational-field exception (payment/application data, on-hold, applies-to, communication fields edited via CustEntry-Edit/VendEntry-Edit and the ledger entry pages) its own paragraph in Best Practice instead of understating it as a narrow set.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* Expand Finance pilot into a source-verified review domain

Move Finance knowledge to the Microsoft-owned layer, add nine scoped rules with eighteen AL samples, and register bounded Finance review with complete paired evaluation coverage.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Fix Finance review applicability and ownership boundaries

Remove application-area gating and later VAT-field dependencies, align dynamic shared conventions, separate SCM ownership, and keep journal examples focused on the intended invariant.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Remove logo branding (#194)

Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com>
Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Add title and description to README

* Add foundational AL developer knowledge (#195)

Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com>
Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Clarify locale-safe DateFormula Evaluate inputs (#193)

* Clarify locale-safe DateFormula Evaluate inputs

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Normalize DateFormula article sections

Keep the analyzer-gap explanation in Description and its scoped probe evidence in References, without a novel Validation section. Normative guidance and fixtures are unchanged.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

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Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com>
Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Add SCM functional knowledge domain (#192)

* Add SCM functional knowledge domain

Introduce nine source-backed rules with original AL sample pairs, bounded SCM review routing, and complete positive/clean evaluation coverage.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Normalize SCM knowledge and review ownership

Align article and AL sample conventions, keep BC facts separate from review mechanics, and clarify reciprocal Finance ownership without bespoke shared test assertions.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

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Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com>
Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

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Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-09-21 10:20:41 +02:00

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---
bc-version: [all]
domain: finance
keywords: [dimension-set-id, shortcut-dimension, global-dimension, journal-line, posting, copy-dimensions]
technologies: [al]
countries: [w1]
application-area: [all]
---
# Copy complete posting dimension sets, not only shortcut projections
## Description
When a journal line or posting document inherits dimensions, its `Dimension Set ID` identifies the complete combination of `Dimension Set Entry` rows. Global and shortcut dimensions expose selected dimensions, not the complete set; the eight shortcut dimensions are not a limit on set membership. Copying only these projections can leave the destination's posting dimensions unchanged or silently lose dimensions outside the shortcuts.
## Best Practice
For an intentional **complete** dimension transfer, copy the source set ID and synchronize the destination's projections through its supported validation or dimension-management routine. On `Gen. Journal Line`, `Validate("Dimension Set ID", SourceSetID)` updates the two shortcut fields. Do not assume another table has the same validation trigger.
When line-specific dimensions must survive a header change, use the appropriate set-combination or delta routine instead of blindly replacing the line's entire set. Reading or filtering a known global dimension is legitimate; it is not a claim to enumerate every dimension. This rule owns transfers through general-journal and financial-document posting records, not writes to Item, Value, Capacity, Warehouse, or inventory-application records owned by SCM. Generic custom-table or master `Default Dimension` wiring belongs to data modeling.
See sample: [`write-dimensions-as-dimension-set-entries.good.al`](write-dimensions-as-dimension-set-entries.good.al).
## Anti Pattern
A routine intended to copy **all** posting dimensions copies only global/shortcut codes, or assigns a set ID without synchronizing the destination's stored projections. Require evidence of a complete-transfer intent and inspect surrounding validation; an explicit change to one selected dimension or a read-only filter is not this defect.
See sample: [`write-dimensions-as-dimension-set-entries.bad.al`](write-dimensions-as-dimension-set-entries.bad.al).
## References
- [Dimension set entries overview](https://learn.microsoft.com/en-us/dynamics365/business-central/design-details-dimension-set-entries-overview).
- [DimensionManagement API](https://learn.microsoft.com/en-us/dynamics365/business-central/application/base-application/codeunit/microsoft.finance.dimension.dimensionmanagement).
- [BCApps: Gen. Journal Line dimension validation](https://github.com/microsoft/BCApps/blob/8f7a04cb0db8aa96cb97e055c45c61aead49e280/src/Layers/W1/BaseApp/Finance/GeneralLedger/Journal/GenJournalLine.Table.al).