How to restrict dimension relationships within dimension type

By | July 1, 2020

As we all know sage x3 uses dimensional accounting which helps to improve and simplify the reporting. There may be a case where dimensions should not be used in combination with another dimension. Restriction codes can be configured to prevent such cases.

We have seen how to configure restriction code and setup Account/Dimension restriction code in our previous blog. For more details kindly follow below link:-

How to setup Account/Dimension restriction in sage X3

In this blog we will see how to restrict the dimension relationship being restrict within dimension type.

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

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

You can see in the below example, we have selected First dimension type as “BRD” and second dimension type as “CCT”.

First-Dimension-Type

In below screenshot you can see for dimension type BRD we have selected the dimension as “001” and for dimension type CCT selected dimension is “Supl-001”. That means if Dimension type BRD has “001” dimension then Dimension Type CCT cannot have the value “Supl-001” dimension. However other dimensions belonging to the CCT Dimension Type will be allowed.

Dimension-Selection
Dimension-Selection

This is how we can restrict the dimensions relationship within dimension type in sage x3.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, 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 has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.