Activate and delete financial dimensions

Activate a financial dimension

When you activate a financial dimension, the table is updated so that it includes the name of the financial dimension. Deleted dimensions are removed. You can enter dimension values before you activate a financial dimension.

A financial dimension cannot be used in Finance until it's activated.

For example, you can't add a financial dimension to an account structure until the financial dimension has been activated. When you select Activate, all dimensions are updated and the Status field will be updated to Active.

General ledger > Chart of accounts > Accounts > Financial dimensions

Activate Dimension

Translations

On the Text translations page, you can enter text for the selected financial dimension in various languages. In any page in Finance that has a Translations button, such as on the Main account translation page, you can enter this text.

Translation

Not all dimensions are valid for all legal entities. Also, some dimensions might be relevant only for a specific period. In these cases, you can use the Legal entity overrides section to specify the companies that the dimension should be suspended for, the owner, and the period when the dimension is active.

General ledger > Chart of accounts > Accounts > Main accounts

Legal Entity Overrides

Delete a financial dimension

To help maintain referential integrity of the data, financial dimensions can rarely be deleted. If you try to delete a financial dimension, the following criteria are evaluated:

  • Has the financial dimension been used on any posted or unposted transactions, or in any type of dimension value combination?
  • Is the financial dimension used in any active account structure, advanced rule structure, or financial dimension set?
  • Is the financial dimension part of a default financial dimension integration format?
  • Has the financial dimension been set up as a default dimension?

If any of these criteria are met, you cannot delete the financial dimension.