Create financial dimensions for POS registers and configure dimension values on registers

Note

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

This procedure walks through creating financial dimensions for point of sale (POS) registers, and demonstrates how to configure financial dimension values on registers. This procedure doesn’t include other related steps, such as creating dimension sets and account structures. Those tasks can be found in other topics. This recording uses USRT demo company.

  1. Go to General ledger > Chart of accounts > Dimensions > Financial dimensions.
  2. Click New.
  3. In the Use values from field, select an option.
  4. In the Dimension name field, type a value.
  5. Click Activate.
  6. Click Close.
  7. Click Activate.
  8. Click Dimension values.
  9. Close the page.
  10. Click Save.
  11. Close the page.
  12. Go to Retail and commerce > Channel setup > POS setup > Registers.
  13. In the list, find and select the desired record.
  14. Toggle the expansion of the Financial dimensions section.
  15. Click Edit.
  16. In the Terminal field, click the drop-down button to open the lookup.
  17. In the list, find and select the dimension value for the register being updated.
  18. Click Save.