Maintain financial dimension default templates

Note

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

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

  1. Go to General ledger > Chart of accounts > Dimensions > Financial dimension default templates.
  2. Click 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. Click 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. Click 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. Click Save.