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How to make dimension fields editable on Purchase Order lines in Sage X3

By Greytrix | August 1, 2023
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We all are aware how to do the setup of dimensions for sales/purchase transactions in Sage X3. Basically, the setup needs to be done on entry transaction level and product level. You can refer this blog to setup dimensions on Sales order lines:-

https://www.greytrix.com/blogs/sagex3/2015/10/30/how-to-enable-dimensions-on-sales-order-detail/

Or you can refer this one to auto-populate dimensions on Sales order lines:-https://www.greytrix.com/blogs/sagex3/2015/10/30/how-to-auto-populate-the-dimensions-on-sales-order-detail/

However, we have come across a scenario where all the setup had done on Purchase order entry transaction screen and Product master. But, users were not able to enter dimensions into the dimension fields on purchase order lines.

Refer below screenshots of the setups done on PO entry transaction and Product master.

Fig02: PO Entry Transaction

In spite of this setup, when users were creating purchase order for site AO011 and product BMS002, they could not enter dimensions CCT, PRO, MAR and PRJ into below highlighted fields.

To resolve this, the below steps need to be performed:

1. Navigate to the path: Common data > Products > Products

2. Jump to the highlighted screen from Accounting Code field.

Fig04: Accounting Code

3. Select the appropriate legislation to make dimension setup on accounts. In this case, we are setting up dimension for ANG legislation.

4. When we navigated to the account ‘2111’, the setup on Dimension grid was missing and because of that the dimensions were non-editable on purchase order lines. So, we need to setup the dimensions that are to be entered on purchase order lines and save it.

6. Once the dimensions are entered on Account master, the dimensions on purchase order screen become editable. Refer below screenshot.

Thus, with setup on respective entry transaction and product master screens, we can have the dimension fields on purchase transactions. But, in order to make the fields editable, we need to do setup on the appropriate account level, too.

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 X3 (Sage Enterprise Management) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 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 X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – 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.

Category: Uncategorized Configuration Features Greytrix Installation Sage ERP X3 Sage X3 Sage X3 Consulting standard Technical Tips Tags: Account Dimension setup, Accounting Codes, Accounts, codes, Dimensions, Purchase Order, sage functional blog, Sage X3, Sage X3 Blogs, Sage X3 technical blogs
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