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Define financial dimensions

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This procedure shows how to add an entity backed financial dimension and a custom financial dimension. The guide uses the USMF demo company.

Create an entity backed financial dimension

  1. Go to General ledger > Chart of accounts > Dimensions > Financial dimensions.
  2. Click New.
  3. In the Use values from field, select a system-defined entity to base the financial dimension on.
  4. In the Dimension name field, type a value to describe the financial dimension. The name can be different than the system-defined entity but can't contain spaces or special characters.
  5. Click Activate. Activating the financial dimension updates the table with the financial dimension name and removes deleted dimensions. You can enter dimension values before you activate a financial dimension, but a financial dimension can't be used until it's activated.
  6. Click Close on the activation message.
  7. Click Activate. Dimension activation can be scheduled to run by batch at a specific date and time.
  8. Click Dimension values. Some dimension values are company specific. You can verify if they are company specific by if the company name is showing in the dimension values list.

Create a custom financial dimension

  1. Click New.
  2. In the Use values from field, select Custom dimension.
  3. In the Dimension name field, type a value to describe the financial dimension.
    • The name can't contain spaces or special characters.
    • You can specify an account mask to limit the amount and type of information that you can enter for dimension values.
    • You can enter characters that remain the same for each dimension value, such as letters or a hyphen. You can also enter number signs (#) and ampersands (&) as placeholders for letters and numbers that will change every time that a dimension value is created. Use a number sign (#) as a placeholder for a number and an ampersand (&) as a placeholder for a letter. Example: To limit the dimension value to the letters CC and three numbers, you enter CC-### as the format mask.
  4. Click Activate. Activating the financial dimension updates the table with the financial dimension name and removes deleted dimensions. You can enter dimension values before you activate a financial dimension, but a financial dimension cannot be used until it is activated.
  5. Click Activate. Dimension activation can be scheduled to run by batch at a specific date and time.
  6. On Action pane, click Dimension values.
  7. Click New.
  8. In the Dimension value field, type a name to describe your financial dimension value.
  9. In the Description field, type a description that describes your financial dimension value.