Create financial dimensions for Retail channels and configure dimension values on stores

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 a retail channel financial dimension with dimension values and steps to configure financial dimension values on retail stores. The topic does not include other related steps, such as creating dimension sets and account structures. This procedure uses the USRT company in demo data.

  1. Go to General ledger > Chart of accounts > Dimensions > Financial dimensions.
  2. Click New.
  3. In the Use values from field, select 'Retail channels'.
  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 > Channels > Retail stores > All retail stores.
  13. In the list, click the link in the selected row.
  14. Toggle the expansion of the Financial dimensions section.
  15. Click Edit.
  16. In the Retailchannel field, click the drop-down button to open the lookup.
  17. In the list, find and select the dimension value for the store being updated.
  18. In the list, click the link in the selected row.
  19. In the CostCenter field, click the drop-down button to open the lookup.
  20. In the list, find and select the desired record.
  21. In the list, click the link in the selected row.
  22. In the Department field, click the drop-down button to open the lookup.
  23. In the list, find and select the desired record.
  24. In the list, click the link in the selected row.
  25. Click Save.