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Dimension Required for Specific Document

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Posted on by ERPMan

HI BC Gurus,

Is it possible to have specific dimensions required for a document? Such as if I wanted to have specific dimensions on a customer card?

Thanks!

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Inge M. Bruvik 1,105 Moderator on at

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RE: Dimension Required for Specific Document

Yes, you can define default dimensions for your customers.

Go to customer, dimensions from the customer card.

And you can define the dimensions you want for this specific customer.

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ERPMan 70 on at

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RE: Dimension Required for Specific Document

Is there any way you can set it up so all customer cards automatically add the dimensions upon creation?

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Inge M. Bruvik 1,105 Moderator on at

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RE: Dimension Required for Specific Document

Yes. you can create a customer template.

Define the dimensions on that template and use that template every time you create a new customer.

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ERPMan 70 on at

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RE: Dimension Required for Specific Document

Great! This answers part of my question.

In the scenario a user removes the dimensions and forgets to add them back in a customer card, is there a way to notify us?

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Inge M. Bruvik 1,105 Moderator on at

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RE: Dimension Required for Specific Document

If you make the dimensions mandatory on the G/L accounts you use for postings then you will get an error when the dimensions is missing and someone tries to post something.

You could also create a Power Automate flow that warns you every time the customer template is modified.

Was it something like that you had in mind?

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ERPMan 70 on at

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RE: Dimension Required for Specific Document

Almost what I had in mind.

I was thinking more along the lines of making it a requirement for all customer cards to include a dimension. In case there is no dimension then it will error out.

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Inge M. Bruvik 1,105 Moderator on at

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RE: Dimension Required for Specific Document

Then you will either have to do some AL customization or you need to implement an approval workflow for customers so they can not be used until someone have checked that they have the correct dimensions.

Then you can also implement permission so only selected users can modify dimensions for customers.

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YUN ZHU 95,307 Super User 2025 Season 2 on at

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RE: Dimension Required for Specific Document

For existing customers, you can use the Configuration Package to import the Default Dimension (352) table.

Hope this helps.

Thanks.

ZHU

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Gavin 2,508 on at

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RE: Dimension Required for Specific Document

Hi,

Just to add to the replies, you can also specify a default dimension on a table. This prevents users setting up a customer and forgetting to add a dimension. Using this method whenever you post a transaction for a customer a dimension is always required:

Hope this helps.

Thanks

Gavin

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MetaKa on at

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RE: Dimension Required for Specific Document

This is the correct one (Gavin).

U will not get a notification instantly, but the users will get the error telling them to fill the dimension in the customer wich is the correct aproach in every case.

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