Accounting Dimension Filter
How to use Accounting Dimension Filter in General Ledger & Closing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Establish the chart of accounts and fiscal structure, review journals and ledgers, and complete period-end checks. Reconcile subledgers to the general ledger before closing; preserve the audit trail for corrections.
This page is a record page in Finance & Accounting → General Ledger & Closing. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Accounting Dimension, Company, Allow Or Restrict Dimension, Applicable On Account.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Accounting Dimension Filter from Finance & Accounting → General Ledger & Closing, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Accounting Dimensionaccounting_dimension | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Disableddisabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Apply restriction on dimension valuesapply_restriction_on_values | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow Or Restrict Dimensionallow_or_restrict | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Applicable On Accountaccounts | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Applicable On Account |
Applicable Dimensiondimensions | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Allowed Dimension |
Child tables
Applicable On Account — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Accountsapplicable_on_account | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Is Mandatoryis_mandatory | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Applicable Dimension — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Accounting Dimensionaccounting_dimension | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
dimension_valuedimension_value | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.