How to enter dimensions value in the Payment screen

By | December 4, 2018

In Sage Enterprise Management, we may come across a scenario where a user wants to enter dimensions value in the payment screen, but the system is not allowing it. This functionality can be achieved by the following steps:

Navigate to: AP/AR accounting → Payments → Payment/Receipt entry
Now select any payment type, let us take a Payment Cash type.
In the below screenshot, the system is not allowing us to enter the value in the Project dimension and Sales Rep dimension.

Payment Cash Screen

Payment Cash Screen

Now to solve this, do below steps:

  1. Define Project and Sales Rep Dimensions at the site level.
  2. Define Project and Sales Rep Dimensions against the BP which user used for the transaction.
  3. Define Dimensions against required account.
Define dimensions

Example-> Define dimensions in the site screen

Hope this blog helps!

About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.