Define financial dimensions

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This task guide demonstrates adding 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 User 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 cannot 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 cannot be used until it is 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. Close the page.
  2. Click New.
  3. In the Use values from field, select .
  4. In the Dimension name field, type a value to describe the financial dimension.
    • The name cannot contain spaces or special characters.
    • You can also 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.
  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 cannot be used until it is activated.
  6. Click Activate.
    • Dimension activation can be scheduled to run by batch at a specific date and time.
  7. Click Dimension values.
  8. Click New.
  9. In the Dimension value field, type a name to describe your financial dimension value.
  10. In the Description field, type a description that describes your financial dimension value.