This article and video continues the series of articles dedicated to Dimensions and explains how to assign Dimensions and Dimension Values to master data and G/L Accounts. In this article, the term “master data” is used to refer to such data as Customers, Vendors, and Items.
When you are designing a Custom Report Layout, the Visual Studio/Report Builder opens up with a Blank page.
During implementation of a new project, customers are often looking for custom layouts which have similar structures. This master Layout can be used to set all the common properties and objects that the developer needs to develop reports for a project.
Microsoft Dynamics NAV gives us the ability to set up the system to pre-populate the common fields when setting up a Customer, Vendor, Item or other master records. This functionality is available in the NAV2009 RTC Client and later versions. For demonstration purposes, I will be using NAV 2013 R2 and the Customer functionality to explain how to use this feature. The functionality is similar with Vendors and Items.