Updated: 24.06.2024

Automatic Dimension Allocation

The automatic dimension allocation enables the additional creation of any fields as default dimensions for pages where you can store default dimensions. When you create a new data record, a new dimension value will be created for defined field. In addition, the dimension value will also be stored in the master data as a default dimension.

You can set up the automatic dimension allocation for the following pages/master data records:

  • G/L Account
  • Customer
  • Vendor
  • Item
  • Resource
  • Contact
  • Fixed Asset
  • Catalog Item
  • Service Item

This chapter is divided into the following sections:

Setting up Automatic Default Dimension Allocation

This section describes how to set up an automatic default dimension allocation. To set up an automatic default dimension allocation, you have to consider the following points:

  • What pages should have an automatic dimension allocation?
  • What fields on those pages should have an automatic dimension allocation?
  • Which dimensions should be allocated?
  • Should the dimensions be editable afterwards or not?

Proceed as follows to set up the automatic default dimension allocation:

  • Use the quick search (ALT+Q) to find the page Automatic Dimensions Setup.
  • On the Automatic Dimensions Setup page, click on New in the menu bar.
  • Please fill out the following information:
Column Description
Table ID From the filtered list, select the page for which a dimension should be assigned automatically.
Table Name This field will be filled by the system once you enter a Table ID.
Field No. From the filtered list, select the field for which a dimension should be assigned automatically.
Field Name This field will be filled by the system once you enter a Field ID.
Dimension Code Choose the dimension that should be automatically assigned to the selected page.
Value Posting Specify whether a dimension should be editable on pages (Option: Code Mandatory) or not (Option: Same Code).

You have successfully set up an automatic dimension allocation. The next sections explains how to change the dimension value of a dimension.

Changing Dimension Values

This section describes how to change a dimension that was automatically set up by the system. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the page Dimensions.
  • Select the dimension from the list that you want to change the dimension value of.
  • Click Dimension > Dimension Values in the menu bar.
  • In the Dimension Values window, edit the selected dimension value.
  • To save the changes, close the window.

You have successfully changed the dimension value of a dimension. The next section describes how to add an automatic default dimension to an existing data record.

Adding Automatic Default Dimension to existing Data Record

This section describes how to add an automatic dimension to an existing data record. To do so, please proceed as follows:

Warning

Depending on the size of the data record, this process can take several minutes. Thus, we recommend carrying out this process during non-business hours.

  • Use the quick search (ALT+Q) to find the page Automatic Dimensions Setup.
  • Select a data record.
  • Select Actions > Generate Dimension Default Values from the menu bar.
  • A dialog window is displayed asking whether you would like the default dimension to be applied to all data records. To start the process click Yes.

For every data record, a new dimension value is added to the selected dimension.