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Coding string

Under the administration tool's main menu System Configuration under the Coding String option, the coding string for each company is configured, i.e. the composition of the account and other coding dimensions that together form a coding row.

In essence, the menu item Coding string is used in connection with the installation and basic configuration of the system, after which the settings of the function rarely or never need to be changed. However, there are some changes to the coding string that can be performed without additional consequences. 

Changes that can be made after production starts

The following changes to the coding string are possible to implement without additional actions in the system:

  • Changing the name and/or description of a coding dimension can be carried out provided that the dimension (in terms of identity and meaning against the ERP system) and its available values are unchanged.
  • Adding a new coding dimension, can be performed but ONLY on the condition that the new dimension is added last in the order.
  • Removal of the coding dimension can be performed and as a consequence gives that all invoices in the system have the dimension removed. Note! This also applies to history.

View the current coding string

To see the coding string for a company, select the active company in the drop-down list at the top of the page.

Then click on the menu item Coding string and then on View to see the current company's coding string. Current coding dimensions are displayed in the list.

Create a new coding dimension

To create a new coding dimension, click the New button and the form to set the properties of a dimension appears.

The following information can be entered on a dimension:

  • Name: The name of the coding dimension. Mandatory.
  • Description: Clarifying description of the dimension. Mandatory.
  • Object Number: Specifies the position in the coding string where the current dimension is displayed. NOTE! The value should be next in order after the highest number of existing dimensions, i.e. values must not be skipped. Mandatory.
  • Object designation in the financial system: This specifies the description of the dimension used in the financial system. Mandatory.
  • Filter values according to object relations: This means that filtering is done based on enforced coding rules. In the example above, only approved locations will be displayed in the drop-down list when coding when the account is selected.
  • Tab order: Specifies the tab order to use when coding if other than the order in which the coding string is composed is desired. If a value is entered on one dimension, a value must also be selected on all other dimensions, and numbers must not be skipped in the order.
  • Approval object: Here it is marked whether the current dimension should be the governing for approval rights on invoices in the system. One or more dimensions can be specified as approval objects.
  • Hidden: Check this to hide the dimension of the coding rows in MediusGo.
  • Permit values that are not in the register: This means that when coding the invoice, you are given the opportunity to manually enter a value that is not selectable in the list.
  • Disable drop-down list: This means that the droplist that appears on the invoice's coding line at the right click or alt + arrow down is disabled and cannot be displayed.
  • Used by integration: This specifies whether the coding dimension should be transferred to the ERP system or not when booking an invoice.
  • Filter the coding values depending on role settings: Specifies whether the current dimension registry can be filtered by role so that users see only the values they need to have access to. Settings for this are made on the role form.

When all the information is entered, the dimension is saved by clicking the Save button.

Edit/delete an existing dimension in the coding string

Editing the data for an existing coding dimension is performed by first clicking the current dimension in the list, after which a form appears with the dimension's details.

  • Change the value desired and save the dimension by clicking the Save button.
  • To remove the dimension, click Delete.