Default Dimensions
Note
This function will only be used for documents that have been created after activating the function. Documents that have already been posted won’t be affected if you assign default dimensions.
You can assign default dimension values to accounts in TRASER DMS 365. That means that an account will be assigned certain dimension values whenever the account is entered in a posting line of a document. You can also define whether dimension values that have been entered in a posting line should be changeable. This avoids using dimensions that may not be used anymore. The next section describes how to set up default dimensions as well as allowed default dimension values.
Setting up Default Dimensions
To set up default dimensions, proceed as follows:
- Use the quick search (ALT+Q) to find the page Chart of Accounts.
- Select the account you would like to set up default dimensions for.
- Click on Account > Dimensions-Single in the menu bar.
- From the Dimension Code column, select the dimension that you want to assign fixed dimension values to.
- From the Value Posting column, select one of the following options.
| Option | Description |
|---|---|
| Empty | It is optional to enter a dimension value in the posting line of a document. You can also leave the field empty. |
| Code Mandatory | Documents cannot be posted if no dimension value has been entered in the applicable posting lines. However, the entered dimension value doesn’t have to match the preset dimension value. But first, you have to define Allowed Dimension Values. |
| Same Code | When a document is posted, the preset dimension value is compared to the dimension value you have entered. A document can only be posted if the dimension values are the same. |
| No Code | No dimension value should be entered in the posting line. |
- If you select the value Code Mandatory in the Value Posting column, you can set up allowed default dimension values. To do so, click on the selection field in the Allowed Values Filter field.
- You can now define allowed dimension values for the default dimension in the Allowed Dimension Values window. To do this, activate or deactivate the Allowed checkbox.
- Click Yes to confirm your selection.
- The page Default Dimensions is displayed again. Closing the page will apply the changes.
You have successfully set up a default dimension and allowed dimension values for this default dimension.