Can we make custom dimension mandatory?

[Pritesh Shah]

There are 4 custom dimensions available in Accounting dimension. We can make Activity, Business partner, Project and Product as mandatory. 

However can we make custom dimension user1_id (associated to a account) ?

Currently as the development we cannot so anyone know why can we not make it mandatory?

[Luis Amesty]

Hi Pritesh
I have been using Activity dimension mandatory and  Projects too.

Especially on Payments and Invoices. 
Using Application Dictionary.
What i do in order to leave table fields as they are (Non Mandatory).
I modify only Windows Fields on Overwritten From Column (Mandatory Overwrite = Yes)
Same thing I do for Charges or other important fields on Windows.
If multiple Mandatory option are required, then i dupplicate the windon and menu option.

I hope this help for you
Regards Luis Amesty

[Pritesh Shah]

Thanks for the reply, Luis.

Its not about making field as mandatory in windows. Its about enabling Dimension as mandatory in Accounting Schema ->Dimensions. 

IDempiere has 4 custom dimensions user1_id, user2_id and so on. There is a checkbox on dimensions tab to make dimension as mandatory so when any posting happens in the system, that dimension is mandatory to be either set from transaction or default from the dimension tab. 

Mandatory checkbox to be checked is allowed for Activity, Business Partner, Project and Product however it doesnt allow to make any of these custom dimension as mandatory. 

I am looking why is it not allowed and if we need to allow it, would there be any issue?

[Steven Sackett]

Hi Pritesh 

It is possible there are two issues.  

In 6.2, I added 2 Activities. I then added Activity as an Accounting Schema Element and saved it. I was then able to tick it as mandatory and set a default Activity value. The strange thing was that the 'Mandatory' tick box seemed to be greyed out as if read only but it accepted my input.  I then did a cache reset and opened GL Journal and added a journal line.  The Activity field was displayed as it is now an Accounting Schema Element.  When I tried to save the journal line without selecting an Activity value it displayed a warning that Activity was mandatory. Conclusion: it is working as expected with existing columns like Activity.

In a further test I found what may be an error.  

In the Account Element window I added a new Account Element type which I called 'Dept'.   I selected the type as User Defined. I then need to select a Tree.  I zoomed to the Tree window, added a new record with a name of Dept, selected the Type/Area as 'User1' and Verified the Tree.    I then returned to the Account Element window .. and I should now be able to select my new 'Dept' tree in the Tree field ... but the system does not allow me to do so.

We have commonly used User List1 and User List2 to represent things like Dept and Cost Centre... and then added them both as Account Schema Elements and made them mandatory.  It seems that you can not presently do this. in 6.2

regards

  

[Pritesh Shah]

As per the code, we cannot make custom dimensions mandatory in accounting schema dimensions window, however I am looking for a reason if anyone know why Idempiere hasn't allow to make custom dimensions mandatory.

[Steven Sackett]

Hi Pritesh,
I read your message again. My apology, it is as you say, you can set up a new accounting dimension linked to (say) User1 and it saves ok and allows you to set a default value. If you then tick that dimension as IsMandatory =Y and save, the IsMandatory just gets reset to N. I now recall having to work around it by setting Mandatory Overwrite = Y in every window where the dimension was used.

I would also be interested to know why it was decided that you could not set as Mandatory because it does not seem sensible. The behaviour is the same in Adempiere.

regards

[Krishna Satish]

Sounds like a bug that hasn't been caught. You should create a JIRA