Set up default dimensions
You can assign default dimensions for a specific account. The dimensions and dimension values are copied to the journal or document when you enter the account number on a header or a line, but you can delete or change the codes if appropriate. You can also specify which dimension values are allowed for an account.
Default dimensions can be entered for a single account or for multiple accounts. Setting up default dimensions for multiple accounts saves setup time.
For example, if you use an area, region, or country dimension instead of entering the default dimension on a customer per customer (Dimensions - single) basis, you can first apply a country/region code filter on the Customers page, select all the customers, and set the default dimension for all customers combined (Dimensions - Multiple).
You can use the Value Posting field to make dimensions and/or dimension values mandatory.
The value posting rules options are:
Blank - There's no posting restriction. This default dimension for this account can be posted with any dimension value or without a dimension value.
Code Mandatory - The default dimension for this account must have a dimension value when you're posting, but any dimension value is acceptable.
Same Code - The default dimension for this account must always have the same dimension value code as the one that was selected in the Dimension Value Code field.
No Code - Dimension value codes must not be used with this account.
If an account is used in the Adjust Exchange Rates batch job or the Post Inventory Cost to G/L batch job, don't select Code Mandatory or Same Code. These batch jobs can't use dimension codes.
In the Allowed Values Filter field, you can enter the dimension values that are allowed for the account you're assigning default dimensions to. The result is that users can only post documents including the allowed dimension values.
To assign a default dimension to a customer, follow these steps:
Select the Search for Page icon in the top-right corner of the page, enter customer, and then select the related link.
Select the customer to which you want to assign the default dimension, for example customer 10000.
On the command bar, select Customer, then select Dimension-Multiple and then Dimensions-Single.
On the Default Dimensions page, in the Dimension Code field, select a dimension, for example DEPARTMENT.
In the Dimension Value Code field, select a dimension value, for example SALES.
If this dimension is now mandatory for customer 10000, you have the following options:
SALES is the only possible dimension value, go to the Value Posting field and select Same Code.
If you also want to allow department ADM but not PROD as possible dimension values for this customer, follow these steps:
a. First, go to the Value Posting field and select Code Mandatory.
b. Select the Allowed Values Filter field.
c. On the Allowed Dimension Values page, place a checkmark in the Allowed field for the SALES and ADM dimension value codes.
d. Close the Dim. Allowed Values per Acc. page.
Close the Default Dimensions page.
Set up default dimensions for multiple accounts
You can also assign default dimensions to multiple accounts at once, for example, to all customers of the same region or to all items of the same product group.
Select the Search for Page icon in the top-right corner of the page, enter customer, and then select the related link.
Select the customers to which you want to assign the default dimension, for example customers 10000, 20000, 30000, 40000, and 50000.
On the command bar, select Customer and then Dimensions-Multiple. If these customers already have default dimensions, they appear in the Default Dimensions-Multiple page, but you can overwrite them to assign the same default dimensions to every customer in your selection.
On the Default Dimensions-Multiple page, edit or enter a new line for the AREA dimension by doing the following:
Select Edit List.
In the Dimension Code field, make sure AREA is selected.
In the Dimension Value Code field, select a dimension value, for example 70.
In the Value Posting field, select Code Mandatory.
If you also want to allow region 80 as possible dimension values for these customers, select the Allowed Values Filter field and open the Allowed Dimension Values page.
Place a checkmark in the Allowed field for the 70 and 80 dimension value codes.
Close the Allowed Dimension Values page.
Close the Default Dimensions page.