Before you can create dimension set rules, you must create dimension sets and dimension set hierarchies, as described in Create a dimension setand Create dimension set hierarchies.

Dimension set rules, which are rules for the dimension set hierarchies, are defined to restrict the value combinations that can be applied to specific ledger accounts or used in particular journals or tables. You can create the rules as described in the following steps.

1. Click General ledger> Setup> Dimensions> Dimension set rules.

   Tip
   You can also click Wizardto open a wizard to assist you as you create dimension set rules.

   Note
   If you instead open the form by clicking Dimension set rulesin the Dimension setsform, only the selected dimension set is displayed.

2. Select the dimension set for which you want to set up dimension set rules for the dimension set hierarchies in the Dimension setpane.

3. In the Dimension set rules collectionpane, press CTRL+N to create a line for the collection.

4. In the Codefield, enter a unique identifier for the rule collection. A collection helps to organize the rules.

5. In the Descriptionfield, enter a brief description of the rule collection.

6. In the Hierarchyfield, the default hierarchy for the dimension set is proposed, but any hierarchy that is created for the dimension set can be selected. The description of the hierarchy is filled in when the hierarchy is selected.

7. In the Prefixlookup field, you can point to a specific branch of the hierarchy. The idea is to apply a particular rule collection to a specific part of a dimension set hierarchy, instead of applying a rule collection to a large part of a hierarchy or to an entire hierarchy. Your selection of part of the hierarchy is reflected on the Dimensiontab.

   Note
   The prefix on a collection of rules does not validate anything and is simply copied to the detailed rules at the moment of their creation. Modify the prefix on the detailed rule.

8. In the Detailed rulespane, press CTRL+N to create a line.

9. The Application modulevalue cannot be selected manually. Instead, it is assigned automatically when the line is saved.

10. In the Object typefield, select the ledger accounts, journals, or tables that are subject to the rule.

11. In the Identificationfield, select a specific identification in relation to the selected Object type. If you, for example, selected journals in Object typefield, you can select a specific journal name. The description is filled in when you enter the selection.

12. In the Hierarchyfield, the hierarchy for the selected rule collection is proposed, but you can change it.

13. In the Prefixlookup field, the prefix on the selected rule collection is proposed, but you can change this. Your selection is reflected on the Dimensiontab.

14. If you have selected Ledger accountin the Object typefield, you can select the Fixedcheck box to force the prefix dimensions to be fixed dimensions on the Chart of accounts form.