Maintain financial dimension default templates

This article shows how to set up financial dimension default templates. Use the templates to quickly distribute amounts on source documents.

1. Go to General ledger > Chart of accounts > Dimensions > Financial dimension default templates.
2. Select New.
3. In the Template ID field, enter a Template ID.
4. Enter the percentage for the first dimension values.
5. Enter the financial dimension values that correspond to the percentage you entered.
6. Select Add.
7. Enter another percentage for the next dimension values. For this example, enter a percentage so there's less than 100% allocated.
8. Enter the financial dimension values that correspond to the percentage you entered.
9. Select Add.
10. Enter another percentage to make the total percentage equal to 100%.
11. Enter the financial dimension values that correspond to the percentage you entered.
12. Select Save.