Customizing Shortcut Dimensions

You can assign posting characteristics to data records, e. g. items or customers. These posting characteristics are called Dimensions in TRASER DMS 365. Dimensions allow you to analyze and evaluate certain data sets such as item groups, customer groups or regions.

You will find the Dimensions tab on the following cards:

Master Data Ledger Entries
Fixed Assets FA Ledger Entries
Items Item Ledger Entries
Customer Cust. Ledger Entries
Vendor Vendor Ledger Entries
Resource Res. Ledger Entries
G/L Account G/L Entries
Contact Value Entries
Service Items

There are two different types of dimensions in TRASER DMS 365.

  • Global Dimensions
  • Shortcut Dimensions

Global dimensions (1) must always be allocated to a set data record, for example, an item. There are always two global dimensions per data record.

Shortcut dimensions (2) can be allocated when carrying out postings. There can be up to six shortcut dimensions per data record.

Global and shortcut dimensions

Accessing the function:

  • Open the General Ledger Setup page.
  • Click on Actions > Functions > **Change Global Dimensions...**in the menu bar. If the menu item is not displayed, click on More Options on the menu bar.
  • A new page opens.

Change Shortcut Dimensions

CAUTION!

Customizing dimensions can take several hours, depending on how many records are affected by the change.

Requirement:
Please make sure to open the page in edit mode. To edit the page, tap the pencil icon in the menu bar.

  • Set the required dimension value to the shortcut dimension by clicking the arrow.
  • A dimension value can only be placed in one field at a time.
  • If you enter a dimension value in two different fields, the dimension value disappears from the previous field.
  • In the column on the right, dimension values will be shown in yellow if they have been changed, deleted or moved. This is useful to restore old settings if needed.

Using the option Sequential to save modifications

Änderungen fortlaufend zu speichern bedeutet, dass die Dimensionsänderungen innerhalb der aktuell laufenden Sitzung durchgeführt werden. Dies bedeutet auch, dass andere Benutzer die von der Änderung betroffenen Dimensionsfelder in einer Artikel+ Or don’t be able to edit the customer card while changes are being processed.

  • To save your modifications, click on Sequential > Start in the menu bar.

Warning

The field Parallel Processing must not be activated.

  • The changes are saved.
  • Click on the arrow icon to return to the page General Ledger Setup.

Using the option Parallel to save modifications

Änderungen parallel zu speichern bedeutet, dass die Dimensionsänderungen im Hintergrund durchgeführt werden. Dies bedeutet auch, dass andere Benutzer die von der Änderung betroffenen Dimensionsfelder in einer Artikel- oder Debitorenkarte nicht bearbeiten können, solange die Änderung durchgeführt wird.

  • Enable the field Parallel Processing.
  • To save your modifications, click on Parallel > Prepare in the menu bar.
  • The Log Entries tab shows all tables that are affected by the change of dimension values.
  • You can add more tables or remove table lines by clicking Manage.
  • To discard the changes, click on Parallel > Reset.
  • To apply the changes, click on Parallel > Start.
  • The changes are applied to the tables.
  • You can track the status of changes for each table.
  • To return to the page General Ledger Setup, click on the arrow symbol.