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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>
35 lines
2.7 KiB
Markdown
35 lines
2.7 KiB
Markdown
---
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bc-version: [all]
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domain: finance
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keywords: [dimension-set-entry, dimension-value-id, getdimensionset, getdimensionsetid, posted-dimensions, temporary]
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technologies: [al]
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countries: [w1]
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application-area: [all]
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---
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# Change a transaction's dimension set reference, not a shared set's membership
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## Description
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The same `Dimension Set ID` can be referenced by an unposted journal line and by many already-posted entries. Editing or deleting the persisted set's dimension/value rows therefore changes the meaning of unrelated transactions, including posting history. The dimension-set search tree also relies on those combinations remaining stable; a set is not a mutable child collection owned by one journal line.
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## Best Practice
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To change an unposted transaction's dimensions, load its set into a **temporary** `Dimension Set Entry` buffer with `DimensionManagement.GetDimensionSet`, change the buffer, and obtain a reusable ID with `GetDimensionSetID`. Validate dimension values in the buffer so `Dimension Value ID` matches the chosen value. Store the resulting ID on the transaction and synchronize its projections through that record's supported dimension validation.
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For already-posted G/L dimensions, use the supported dimension-correction workflow rather than changing shared rows. Read-only access, temporary buffers, and standard maintenance of projection metadata such as `Global Dimension No.` are not membership changes. This rule protects shared posting history; it does not prescribe custom-table/default-dimension wiring.
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See sample: [`do-not-edit-shared-dimension-sets.good.al`](do-not-edit-shared-dimension-sets.good.al).
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## Anti Pattern
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Follow a journal/document/ledger `Dimension Set ID` to a **persistent** `Dimension Set Entry` and modify, rename, or delete its dimension/value membership in order to change that one transaction. Inspect `IsTemporary` guards, aliases, and the fields written before reporting: the same operations on a temporary working copy are expected.
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See sample: [`do-not-edit-shared-dimension-sets.bad.al`](do-not-edit-shared-dimension-sets.bad.al).
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## References
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- [Dimension set entries overview](https://learn.microsoft.com/en-us/dynamics365/business-central/design-details-dimension-set-entries-overview).
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- [Supported G/L dimension correction](https://learn.microsoft.com/en-us/dynamics365/business-central/finance-troubleshooting-correcting-dimensions).
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- [DimensionManagement API](https://learn.microsoft.com/en-us/dynamics365/business-central/application/base-application/codeunit/microsoft.finance.dimension.dimensionmanagement).
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- [BCApps: Dimension Set Entry and its set-ID resolver](https://github.com/microsoft/BCApps/blob/8f7a04cb0db8aa96cb97e055c45c61aead49e280/src/Layers/W1/BaseApp/Finance/Dimension/DimensionSetEntry.Table.al).
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