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Supply chain | Supply Chain Management, Commerce
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Advanced rules for financial dimensions on Purchase requisitions

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Hi Experts!, 

Is there any way we can configure the purchase requisitions so the advanced rules from financial dimensions would apply?

The whole scenario is the following:

We have configured advanced rules for financial dimensions, so when a value is selected on a financial dimension, the values from another financial dimension are restricted. 

For example, if we have the financial dimensions Department and Area, and I select Operations on the Department, then the enabled options for Area would be Operations FL, Operations TX or Operations CA. Currently, it works like this on General journals, invoices or payments. But when we are going to select the financial dimensions on the requisition, the values from the financial dimension Area are not being filtered by the advanced rules configured. 

Any idea if this is possible by the standard configuration?

Many thanks for your time!

I have the same question (0)
  • nunomaia Profile Picture
    23 Moderator on at
    RE: Advanced rules for financial dimensions on Purchase requisitions

    I think you are mixing concepts. Advanced rules are focused on GL transactions ( journals, etc).

    When using PR, you are working with products / vendors. Those products / vendors combinations are mapped against a main account when generate G/L entries

    So, those rules are not applicable.

  • BillurSamdancioglu Profile Picture
    19,197 Most Valuable Professional on at
    RE: Advanced rules for financial dimensions on Purchase requisitions

    Hi,

    I would advise to use the derived dimensions

  • Community Member Profile Picture
    on at
    RE: Advanced rules for financial dimensions on Purchase requisitions

    Hi Nuno!,

    Thanks for your answer, I understand advanced rules are focused on the accounting side, but they also affect my operation on the PR side.

    For example, if I configure the account #### in the posting. And in the account structure, this account requires department and area, and in the requisition, I select an item that will move the account #### and select an invalid combination of financial dimension values (based on the advanced rule), the system will display an error and won't let me submit the requisition.

    That is why we are looking for a standard way to filter the values available values that are allowed by the advanced rules, as it happens on the journals from GL.  

  • Community Member Profile Picture
    on at
    RE: Advanced rules for financial dimensions on Purchase requisitions

    Hi Billur,

    Thanks for your answer, unfortunately, this does not work for us, it would have worked if the relation department-area was 1:1. But we can have more than one area associated with a department.

    So users select the department and they need to be able to review the values enabled for that department, which are more than one area.

  • Suggested answer
    Santosh Durgam Profile Picture
    444 on at
    RE: Advanced rules for financial dimensions on Purchase requisitions

    Hi Lorena,

    What you requested is not possible with a standard configuration. The advanced rules we setup are dependent on the GL accounts. In Invoice journals\general journals, they work because we choose the ledger account directly and system knows what are the valid dimension options for the selected ledger account.

    When it comes to PR, PO or Vendor master etc., this is not possible and there is a valid reason. Assume you have a PR or a PO line and you are selecting item1, as a result of your posting the amounts get posted to multiple ledger accounts therefore system doesnt know which ledger account it has to consider to show up valid dimensions.

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