Edit financial dimensions for retail transactions

This article describes how to edit financial dimensions for retail transactions in Microsoft Dynamics 365 Commerce.

Edit financial dimensions

To edit financial dimensions for retail transactions in Commerce headquarters, follow these steps.

Open the Financial dimensions configuration for integrating applications page.
Select the active Default dimensions integration record.
On the Financial dimensions FastTab, make sure that all the dimensions that you want to edit in the Excel worksheet are present in the Selected list. For more information, see Data entities.
Download and open the Excel file from the Statements page, the Retail transactions page, or the Transaction validation failures tile in the Store financials workspace.
To change the transaction financial dimension, select Design, and then select the pencil symbol next to the Transaction (auditable) row.
Find and select the FinancialDimensionDisplayValue field, select a cell in the header part of the Excel worksheet, and then select Add label.
Select a cell below the cell that you selected in the previous step, select Add Value, and then select Refresh. The financial dimensions are added to the Excel worksheet, and they can then be edited and published.
To change the dimensions on the transaction lines, select the Sales transactions (auditable) row, select the pencil symbol, and then repeat steps 6 and 7.
To change the dimensions on the payment lines, select the Payment transactions (auditable) row, select the pencil symbol, and then repeat steps 6 and 7.