Section 3: Manually Editing/Inactivating Dimensions (If Necessary)
While managing dimensions in your ERP is preferred, there might be situations where you need to make minor adjustments or inactivations directly within Zudello (e.g., for fields not synced from the ERP, or to quickly disable an option).
Important Considerations:
- ERP Overwrites: Remember that if the dimension is synced from your ERP, any manual changes made in Zudello (like renaming or changing status) will likely be overwritten during the next ERP sync. Only make manual edits if the data originates in Zudello or if the specific field isn't synced.
- Permissions: You need appropriate "Update" permissions for the specific dimension to make changes.
Steps to Manually Edit/Inactivate:
- Navigate and Select: Follow steps 1-3 from Section 2 to navigate to the specific dimension list (e.g., Settings > Departments).
- Open Dimension Value: Click on the specific value you want to edit or inactivate (e.g., click on the "Marketing" department row).
- Make Changes:
- To Edit: Modify the necessary fields within the modal (e.g., update the Name if it's not synced from the ERP).
- To Inactivate: Click the status dropdown (usually showing Active) at the top left and select Inactive. This prevents the value from appearing in coding drop-downs on new documents.
- Save: Click Save at the bottom of the modal.
Reactivating: To reactivate an inactive dimension value, follow the same steps but select Active from the status dropdown in step 3.
End of Tutorial
You now understand how dimension data is managed in Zudello, primarily through ERP sync, and how to view or manually adjust values when required. Maintaining accurate dimension data is key to efficient document coding and reporting.
Related How-To Guides:
title: Section 3 - Manual Edits & Inactivation description: Learn how to manually edit or inactivate dimension values directly in Zudello when necessary. slug: /product-guide/data-manager/maintain-dimensions/section-3-manual-edits sidebar_label: 3. Manual Edits & Inactivation
Section 3: Manually Editing/Inactivating Dimensions (If Necessary)
While managing dimensions in your ERP is preferred, there might be situations where you need to make minor adjustments or inactivations directly within Zudello (e.g., for fields not synced from the ERP, or to quickly disable an option).
Important Considerations:
- ERP Overwrites: Remember that if the dimension is synced from your ERP, any manual changes made in Zudello (like renaming or changing status) will likely be overwritten during the next ERP sync. Only make manual edits if the data originates in Zudello or if the specific field isn't synced.
- Permissions: You need appropriate "Update" permissions for the specific dimension to make changes.
Steps to Manually Edit/Inactivate:
- Navigate and Select: Follow steps 1-3 from Section 2 to navigate to the specific dimension list (e.g., Settings > Departments).
- Open Dimension Value: Click on the specific value you want to edit or inactivate (e.g., click on the "Marketing" department row).
- Make Changes:
- To Edit: Modify the necessary fields within the modal (e.g., update the Name if it's not synced from the ERP).
- To Inactivate: Click the status dropdown (usually showing Active) at the top left and select Inactive. This prevents the value from appearing in coding drop-downs on new documents.
- Save: Click Save at the bottom of the modal.
Reactivating: To reactivate an inactive dimension value, follow the same steps but select Active from the status dropdown in step 3.
End of Tutorial
You now understand how dimension data is managed in Zudello, primarily through ERP sync, and how to view or manually adjust values when required. Maintaining accurate dimension data is key to efficient document coding and reporting.
Related How-To Guides: