Maintain financial dimension default templates

This article shows how to set up financial dimension default templates. The templates can be used to quickly distribute amounts on source documents.

1. In the navigation pane, go to Modules > 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 percent entered.
6. Select Add.
7. Enter another percent for the next dimension values. For this example, enter a percentage so you still have less than 100% allocated.
8. Enter the financial dimension values that correspond to the percent entered.
9. Select Add.
10. Enter another percent, which will make the total percent equal to 100%.
11. Enter the financial dimension values that correspond to the percent entered.
12. Select Save.