Updated: 12.06.2024

Additional Dimension Information

On this page, you’ll find additional information on working with dimensions in TRASER DMS 365. This chapter is divided into the following sections:

Viewing Dimension Values

In TRASER DMS 365, you have the option of displaying the dimension values in a FactBox on certain pages. This way, you don’t have to access every G/L entry individually. The FactBox for dimension set entries provides a quick overview of the linked dimensions of a document and can be accessed by pressing ALT+F2. The function is available for the following entry types:

  • G/L Budget Entries
  • Item Ledger Entries
  • Res. Ledger Entries
  • Cust. Ledger Entries
  • Vendor Ledger Entries
  • FA Ledger Entries
  • G/L Entries

The next section describes how to deactivate the message regarding the change of dimensions in documents.

Deactivating Message in Documents regarding the Change of Dimensions

In TRASER DMS 365, a message is displayed when changing dimension values in documents. This message tells new users that a dimension has been changed. You can deactivate this message for experienced users. To deactivate the message, proceed as follows:

  • Use the quick search (ALT+Q) to find the page General Ledger Setup.
  • Set the Auto Dimension Update boolean in the Dimensions tab to true.

You have deactivated the confirmation message for the change of dimensions. If you or another user changes a dimension in a document, the message shown above will no longer be displayed. The following section describes how to set up extended dimensions.

Setting up Extended Dimensions

Note

Extending dimensions is only possible in one direction. This is done to prevent infinite loops of dimensions. Extended dimensions are only used in documents that have been created after setting up extended dimensions. Documents that have already been posted won’t be updated.

This section describes how to set up extended dimensions. If certain dimensions are often used together or are affecting each other, you can add a dimension plus dimension value to an existing dimension. This means that if you post a document that uses a certain dimension, the extended dimension will also be posted. Please proceed as follows to set up extended dimensions:

  • Use the quick search (ALT+Q) to find the page Dimensions.
  • Select the dimension that you would like to extend.
  • Click Dimension > Dimension Values in the menu bar.
  • The dimension values for the selected dimension is displayed. TheExtended column shows if an extended dimension has already been added to the dimension value.
  • Click on a dimension value that hasn’t been extended yet (i.e. when the value in the Extended column is No).
  • Click Extended Dimensions in the menu bar.
  • The window Edit – Extended Dimensions List is displayed.
  • In the Extended Dimension Code column, select the dimension value from the dropdown menu that you would like to extend the preceding dimension with.
  • In the Extended Dimension Code column, select the dimension value from the drop-down menu.
  • To save the changes and to go back to the previous window, click on Close.

The dimension value in the Extended column will be changed to Yes.