Customizing Shortcut Dimensions
Note
Customizing dimensions can take several hours, depending on how many records are affected by the change.
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. There are two different types of dimensions in TRASER DMS 365:
- Global Dimensions
- Shortcut Dimensions
Global dimensions must always be allocated to a set data record, for example, an item. There are always two global dimensions per data record. Shortcut dimensions can be allocated when carrying out postings. There can be up to six shortcut dimensions per data record. To view the functionality for shortcut dimensions, please proceed as follows:
- Use the quick search (ALT+Q) to find the page General Ledger Setup.
- In the menu bar, select General > Change Shortcut Dimensions... If the menu item is not displayed, click on More Options on the menu bar.
- The page Change Shortcut Dimensions is displayed. On this page, you can define six shortcut dimensions. To do so, assign a dimension value to the shortcut dimension by opening the dropdown list in the corresponding line and selecting the desired dimension value.
Tip
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.
You have successfully customized shortcut dimensions. The next subsections describe how to save modifications to shortcut dimensions. There are two different ways of saving dimensions in TRASER DMS 365:
Saving Modifications Sequentially
Saving changes sequentially means that the dimension changes are made within the current session. This also means that other users cannot edit the dimension fields affected by the change on an item or customer card while the change is being made.
- To save your modifications, click on Sequential > Start in the menu bar.
- The changes are saved.
- Click on the arrow icon to return to the page General Ledger Setup.
Saving Modifications Parallelly
Saving changes in parallel means that the dimension changes are made in the background. This also means that other users cannot edit the dimension fields affected by the change on an item or customer card while the change is being made.
- Activate the Parallel Processing toggle switch.
- To save your modifications, click on Parallel >Prepare in the menu bar.
- The Log Entries FastTab shows all tables that are affected by the change of dimension values.
- To discard the changes, click on Parallel > Reset.
- To apply the changes, click on Parallel > Start.
- The changes are applied to the tables.
- Click on the arrow icon to return to the page General Ledger Setup.
You have successfully customized shortcut dimensions and defined how they should be saved.