Change Dimensions in Posted Documents

If a document contains wrong dimensions, you can change the dimensions after posting. This function can be enabled for individual users. You can change dimensions in sales invoices, sales credit memos, sales orders, purchase credit memos as well as service orders.

Allowing Changes of Dimensions for Users

This section describes how to grant a user permission to change dimensions.

Proceed as follows to grant a user permission to change dimensions:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page User Setup.
  • The page User Setup is displayed. The table shows all users that have been set up.
  • Select the checkbox in the column Allow Dimensions Changes for the users who should be able to change dimensions in posted documents.

Enable function in User Setup

The user will now be able to change dimensions in posted documents.

Change dimensions in posted documents

This section describes how to change dimensions in posted documents.

Note

This function will be illustrated using a posted sales invoice. However, you can also change dimensions in sales credit memos, sales orders, purchase credit memos and service orders.

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Posted Sales Invoices.
  • The page Posted Sales Invoices is displayed.
  • Open a sales invoice that was assigned dimensions when it was posted.
  • Click on Actions > Correct > **Change Dimensions...**in the menu bar.

Note

If you cannot find Actions, click on More Options in the menu bar. You can also select the option Change Dimensions by using the quick search (ALT+Q).

  • The Change Dimensions window opens. The dimensions that are used in this document are shown here.

Change Dimensions

  • You now have the option of either entering a new dimension value in the column New Dimension Value Code or entering an additional dimension line.

Note

If you delete the value in the column New Dimension Value Code and leave it blank, the dimension is then removed.

  • Click OK to save your changes.
  • The window Edit โ€“ Dimensions Update Dialog is displayed. In this window, you can choose between the following options:

Dimensions Update Log

Option Description
Update Document Header Activate this slider to update the dimension in the document header.
Update Relevant Ledger Entries Activate this slider to update the dimension for the relevant ledger entries.
Update Analyses Entries Activate this slider to update the dimension for the analyses entries.
Update All Document Lines Activate this slider to update the dimension for all document lines.
  • Activate the desired options. Activated options will appear in green.
  • Click OK to update the dimensions.

A dialog window opens indicating that the dimension has been updated.

Viewing Changed Dimensions in the Dimension Update Log

This section describes how to view the dimensions that have been changed.

Proceed as follows to open the dimension update log where you will be able to see what dimensions have been changed:

Note

This function will be illustrated using a posted sales invoice. However, you can also change dimensions in sales credit memos, sales orders, purchase credit memos and service orders.

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Posted Sales Invoices.
  • The page Posted Sales Invoices is displayed.
  • Choose the sales invoice that you would like to open the dimensions update log for.
  • Click on Actions > Correct > Dimensions Update Login the menu bar.

Note

If you cannot find Actions, click on More Options in the menu bar. You can also select the option Dimensions Update Log by using the quick search (ALT+Q).

  • The window Dimensions Update Log is displayed. In the factbox pane (ALT+F2), you can view the changes in the Old Dimensions and New Dimensions tabs.

Compare the old with the new dimension values to track the changes. In addition, you can view the user that made the changes as well as other additional information.