How can I create relationships between dimensions?

If you find yourself consistently filling out dimensions for a transaction against a specific customer or vendor, then you can create a relationship between these two dimensions to cut out the additional steps. Creating this relationship will have the location, department, etc. auto-populate when you enter the specific customer or vendor.  Relationships can be built between any of the dimensions.

For example, if Class 100 is always associated with Project 10025, then creating a relationship between them will autofill the project entry whenever class is filled in:

This will both save time and avoid human error.

Want to learn more about how to create and why you should use dimension relationships? Contact us, we will walk you through the steps and or send you a white paper.

Please reach out to us if you have any questions!
helpdesk@netatwork.com
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