Location and Department
Here are different scenarios related to the Location and Department dimensions to configure the Accounts Payable module for the Integration (only Department is mandatory, only Location is mandatory, or if both dimensions are not mandatory). If both the Department and Location dimensions are mandatory, skip to the next step. If Department and/or Location are not mandatory, please follow these steps:
If the Department dimension is mandatory and the location is not, the Location dimension from the smart rule of AP Bill Detail must be removed.
Navigate to Platform Services > Objects > AP Bill Detail > Smart Rules.
Click on Edit for “APBILLITEM FILL ASSET RELATED FIELDS.”
Click on Select Properties from the top right drop-down menu where it says, “Step 1 of 3.”
Remove the “{!APBILLITEM.LOCATIONID!} != ' ' &&” from the Condition.
Click Save.
If the Location dimension is mandatory and the department is not, the Department dimension from the smart rule of AP Bill Detail must be removed.
Follow steps 2 - 4 again
Remove “&& {!APBILLITEM.DEPARTMENTID!} != ' ' ” from the Condition.
If neither dimension is mandatory, both of those conditions must be removed from the Smart Rule.
*Similarly, if any other dimension on the AP Bill Detail object is mandatory (such as Class, Project, Item, Vendor, or Employee), then that particular dimension must be added to the smart rule of the AP Bill Detail object. Additionally, the error message should be updated in the Error Message box to include the Class or any other dimensions that have been added/removed.
In order to add the Class dimension: {!APBILLITEM.CLASSID!} != ' ' &&
In order to add the Project dimension: {!APBILLITEM.PROJECTID!} != ' ' &&
In order to add the Item dimension: {!APBILLITEM.ITEMID!} != ' ' &&
In order to add the Vendor dimension: {!APBILLITEM.VENDORID!} != ' ' &&
In order to add the Employee dimension: {!APBILLITEM.EMPLOYEEID!} != ' ' &&