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Summary
This article provides troubleshooting steps for issues in which a financial dimension value is missing or unavailable in Microsoft Dynamics 365 Finance. A dimension value might not appear because of a legal entity scope, insufficient security roles, Extensible Data Security (XDS) policies, sync problems that affect the dimension framework, or customizations that change the dimension's underlying view structure.
If the dimension itself is missing from the Financial Dimensions details page, or appears as <Custom dimension>, see Financial dimension is missing or shows as a custom dimension for more detailed troubleshooting.
Verify the legal entity context
If the dimension value is scoped to a specific legal entity, it's visible only when you work in that legal entity. This issue doesn't apply to values that are shared across entities.
To resolve this issue, verify that you're working in the legal entity where the dimension value was created.
Check security role and XDS policy assignments
If your role doesn't include access to the company or entity where the dimension value resides, it might appear blank or missing. This issue is especially common if Extensible Data Security (XDS) policies are applied to the backing entity.
To resolve this issue, assign the appropriate security role to the user:
- Go to System administration > Users > Users.
- Select the affected user.
- Select Roles > Assign organizations.
- Review the access scope, and grant access to the required organizations:
- To test, select Grant access to all organizations, and then check whether the dimension value appears.
- If the dimension value appears, remove Grant access to all organizations, and assign only the specific organizations that the user needs.
If the dimension value is still missing, an XDS policy on the backing entity (such as Customers or Operating units) might be filtering out records. To check:
- Temporarily assign the XDSDataAccessPolicyBypassRole role to the user.
- If the dimension value appears, an XDS policy is blocking visibility.
For more information about XDS and the bypass role, see Extensible data security policies. If the dimension value is visible but you can't delete it, see Can't delete a financial dimension value.
Verify that the dimension value was used
Values for entity-backed dimensions aren't available in the dimension framework until they're used in places such as posting profiles or journals.
To resolve this issue, make sure that the dimension value was used at least one time.
Check the dimension framework sync status
The dimension value might exist but not be synced correctly with the dimension framework.
To resolve this issue, use the Data Maintenance portal to check the sync status:
- Go to System administration > Periodic tasks > Data maintenance.
- Select the Misc tab.
- Check the status of the Dimension value rename and modify chart of accounts delimiter process job.
- If no errors are reported, and the problem persists, rerun this job by selecting the Run now button.
Review customizations to the dimension's underlying view
Financial dimensions rely on underlying views that use a specific, fixed structure. If a partner solution or customization added extra fields to one of these views, the system silently rejects the dimension at startup. This issue can cause a dimension to:
- Disappear from the Dimension details page
- Show as <Custom dimension> instead of its expected backing entity
- Become unavailable for selection in account structures
To resolve this issue, remove the extra fields from the affected view so that its structure matches what the system expects. After you deploy the fix, the dimension reappears automatically when the server restarts.
For more information about how to review and correct customizations, see Best practices for financial dimension customizations.