Mandatory code on Purchase Orders before release - Shortcut Dimension 3

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Posted on by JaredK10

I have created Shortcut Dimension 3 for our company. Called "Cost Center". It's for non-manufacturing costs (IT, finance, etc).

I've already selected the G/L accounts which will require a code.

How do I force users who are submitting purchases orders that whenever a specific G/L is used it requires a cost center code?

Setting dimensions mandatory for G/L is able to stop me and others from posting journals. But for POs, it goes all the way thru approval and everything. When the accountant posts an invoices, that when they see they're missing a dimension code for the G/L. They need to add the code and resubmit the entire PO approval again.

Any thoughts?

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Valentin Castravet 24,925 Super User 2024 Season 2 on at

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RE: Mandatory code on Purchase Orders before release - Shortcut Dimension 3

you can add a filter in your existing purchase order approval workflow for all shortcut dimension 3 codes - this way the approval workflow will only be requested if the purchase order contains a dimension 3 code

subsequently, create a 2nd purchase order approval workflow where there is no filter for the dimension 3 code - this code is empty. this workflow only has 1 line - when a purchase order is submitted for approval a user will get a notification that he needs to enter a dimension 3 code. Let me know if you need help with setting up this 2nd workflow
CU11121527-0 154 on at

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RE: Mandatory code on Purchase Orders before release - Shortcut Dimension 3

Hello,

The dimension code mendatory is setup at the G/L level, which means BC does not hit that G/L account until the PO is posted.

I would ask what are the criteria in PO that would hit that specific G/L account?

Option 1

Do it by the the table e.g. "Item" table if that works for you

Option 2

Page (PO page) or Purchase Line (table) level customization or validation. This will ensure "SC Dimension 3" has a value, etc.

Good Luck