You can configure a dimension so that information for other dimensions is automatically entered when you enter that dimension in a document. For example, if you enter cost center 10, a value of 20 can be automatically entered in the department dimension.
You can set up derived values on the Financial dimensions page.
- Select a dimension and then select the Derived dimensions tab.
- The Derived dimensions page includes a grid. The selected dimension segment is the first column in this grid.
- Add the segments that should be derived. Each segment appears as a column.
General ledger > Chart of accounts > Dimensions > Financial dimensions
Enter the dimension combinations that should be derived from the dimension in the first column.
For example, to use the cost center as the dimension that the department and location are derived from, enter cost center 10, department 20, and location 30. Then, when you enter cost center 10 in a master record or on a transaction page, department 20 and location 30 are entered by default.
Override existing values with derived dimensions
By default, the derived dimension process doesn't override existing values for derived dimensions.
For example, if you enter cost center 10, and no other dimension is entered, department 20 and location 30 are entered by default. However, if you change the cost center, the values that have already been established aren't changed. Therefore, you can establish default dimensions on master records, and those dimensions won't be changed by derived dimensions.
You can change the behavior of derived dimensions to override existing values by selecting the Replace existing dimension values with derived values check box on the Derived dimensions page.
If this field is selected, you can enter a dimension with derived dimension values and those derived dimension values will override any values that already exist.
Using the previous example, if you enter cost center 10, and no other dimension is entered, department 20 and location 30 are entered by default. However, if the values were already department 50 and location 60, the values will now be changed to department 20 and location 30.
Derived dimensions with this setting do not automatically replace the existing default dimensions values. Dimension values will only be overridden when you enter a new dimension value on a page and there are existing derived values for that dimension on the page.
Preventing changes with derived dimensions
When you use Add segment on the Derived dimensions page to add a segment as a derived dimension, an option is provided at the bottom of the Add segment page that allows you to prevent changes to that dimension when it is derived on a page.
The default setting is off, so it does not prevent the derived dimension values from being changed.
Change the setting to Yes if you want to prevent the dimension from being changed after it has been derived.
For example, if the value for the Department dimension is derived from the value of the Cost center dimension, the Department value cannot be changed if the Prevent changes setting is Yes.
The setting does not prevent changes if the dimension value is valid, but it is not listed in the derived dimensions list.
For example, if department 20 is derived from cost center 10 and you enter cost center 10, then you will not be able to edit department 20. However, if you enter cost center 20 and it is not in the list of derived dimensions for cost center, then you can edit the Department value.
In all cases, the account value and all dimensions values will still be validated against the account structures after the derived dimensions values have been applied. If you use derived dimensions and they fail validation when used on a page, you must change the derived dimensions values on the derived dimensions page before you can use them in transactions.
When you change dimensions on the Financial dimensions FastTab, the dimension that is marked to prevent changes will not be editable. If you are entering an account and dimensions into the segmented entry control on a page, the dimensions are editable.
However, when you move the highlight off the segmented entry control and move to another field or take an action, the account and dimensions will be validated against the derived dimensions list and the account structures to ensure that you have entered the appropriate values.
Derived dimensions and entities
You can set up the derived dimensions segments and values by using entities.
- The Derived dimensions entity sets up the deriving dimensions and the segments that are used for those dimensions.
- The Derived dimensions value entity lets you import the values that should be derived for each deriving dimension.
When you use an entity to import data, if that entity imports dimensions, the derived dimension rules are applied during the import unless the entity specifically overrides those dimensions.