Sage X3 – Tips, Tricks and Components
Greytrix is one of the oldest Sage Development Partner offering quality services of two decades for Sage product lines and have been awarded "Sage Partner of the Year" multiple times. Greytrix has a very strong technical and functional team of professionals and experts with hands-on experience in Sage X3. In these blogs, Greytrix will endeavour to share its knowledge with regards to implementation, training, customization, components, current technology trends and help users to understand in depth techno – functional aspects of Sage X3! Contact Greytrix Sage X3 Certified Specialists Team at x3@greytrix.com
Follow us on LinkedIn Follow us on Twitter Follow us on Facebook Follow us on YouTube
Skip to content
  • Home
  • Sage X3 Products
  • Sage X3 Services

How to setup Account/Dimension restriction in Sage X3

By Greytrix | June 6, 2020
0 Comment

As we all know sage x3 uses dimensional accounting which helps to improve and simplify the reporting. There may be cases where a specific dimension is restricted for specific account although the dimension type is allowed on the GL account. To prevent such cases Restriction codes can be configured.

First we will check how to defined new account Restriction code in Sage X3.To define account restriction code follow below navigation: Go to Development >> Data and Parameters >> Miscellaneous tables >> Define a new Account Restriction and Code on Table 321

Miscellaneous-table
Miscellaneous-table

User can restrict the specific dimension from being used on specific account by doing setup on Account/Dimension Restriction screen. To navigate the screen follow below navigation:

Common Data >>G/L accounting tables >> Analytical >> Restriction Codes >> select the Account/Dimension Restriction from the Transaction selection list.

You can see in the below example the selected dimension type is “BRD”, GL account is “114000” and selected dimensions are “001”and “002”. So according to this setup the dimension 001 and 002 will not be allowed to be used for GL account 114000. However other dimensions belonging to the BRD Dimension Type will be allowed.

Acc-Dim-Restriction_01
Acc-Dim-Restriction_01
Acc-Dim-Restriction_02
Acc-Dim-Restriction_02

This is how using restriction code setup you can restrict the dimension from being used in GL account.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged 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 competence. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. 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 and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We would like to hear from you.

Related Posts

  • Set Default Dimension for Users in Sage X3
  • How to Setup packaging in Version 8 of Sage X3
  • How to enable new added dimension in Sage X3?
  • Set Default Dimension for Invoicing Elements in Sage X3
  • How to setup expense notes defaults and maximums on portal in Sage X3
Category: Sage ERP X3 Sage X3 Consulting Tags: Account/Dimension restriction, Restriction Code, restriction code setup, Sage X3, setup restriction
Post navigation
← Four Scenarios that Smart Manufacturing Enables for Pharmaceutical Industry How to display missing invoices during payment proposal and how to change the payment approval controls →

GUMU™- Hero System Integrator

https://www.youtube.com/watch?v=sROA766iq9A
traceability management erp webinar

Greytrix Website and Blogs

  • Greytrix
  • Greytrix Africa
  • Greytrix Australia
  • Sage 100 & 500 ERP Tips and Tricks
  • Sage 300 – Tips, Tricks and Components
  • Sage CRM – Tips, Tricks and Components
  • Salesforce.com Tips and Tricks by Greytrix
  • Sage Intacct – Tips, Tricks and Components
sage crm and sage x3 integration

Categories

  • Configuration
  • Debug
  • FAQ
  • Features
  • Installation
  • Integration
  • Sage X3 Consulting
  • Tips

Archives

Awards

Greytrix Top ISV Partner
Greytrix Revenue Growth Enterprise Business
Greytrix Africa Highest Revenue
Greytrix Prtner of the Year
Greytrix Partner Award
Copyright 2022
Sage X3 – Tips, Tricks and Components
Iconic One Theme | Powered by Wordpress