Adding Criteria in Advance Rule

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Posted on by Seder Group

How to Add Criteria or Dimension in Advance rule for selecting the same when we use with Ledger Account ? I have created vendor account and I need to link with Vendor and Project Dimension but when I add the Account in the advance rule I could not select any criteria as its not showing in the dropdown list. How can i bring it ?

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saurabh bharti 15,033 Super User 2025 Season 1 on at

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RE: Adding Criteria in Advance Rule

First create rule using required dimensions

GL > COA > Structure > Advance rule ( Add here segments) then use in dropdown
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Lucas Boewood on at

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RE: Adding Criteria in Advance Rule

Hello!

Here's a step by step for advanced rule structures:

docs.microsoft.com/.../create-assign-advanced-rule-structures

Hope that helps!