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Setup general

The Service Contract Setup page is where settings and defaults for creating and managing Customer and Vendor Contracts (such as number series) are made.

The Autom. Insert Cust. Contr. Dimension Value field controls whether the Customer Contract No. is automatically created as a new dimension value for each new customer contract. This is then automatically assigned to the respective contract. Dimensions are usually used for evaluation purposes. For details on how dimensions work, please refer to this part of the Microsoft documentation. The default value for this setting is Yes.

The Number Series for Customer Contracts, Vendor Contracts, and Service Objects determine which principle is used to assign new numbers. The number series to be used when creating new entries are stored here.

Sales & Receivables Setup#

The field Autom. Insert Customer Dimension Value controls whether the Customer No. is automatically created as a new dimension value for each new customer. This is then automatically assigned to the respective customer. Dimensions are usually used for evaluation purposes and are passed on from the master record (here: customer) to the associated transaction data. For details on how dimensions work, please refer to this part of the Microsoft documentation. The default value for this setting is YES.

The Bundle Dimension Priority field controls which dimensions are stored on the components of the bundle. Dimensions can be automatically transferred from the Bundle line to components, the dimensions of the components can be automatically retained, or a selection can be shown for each Bundle for manual selection. Dimensions from BOM option will transfer all dimensions of the from Bundle to components. If there are conflicts between the Dimension Values from the Bundle and the component, the Dimension Values from the component will be overwritten. Additional dimensions stored on the component will not be changed.

  • With the option Dimensions from components the dimensions from the Bundle have no influence on the components.
  • With the option Show selection a selection window with the two options above is shown.