Dimension Analysis Security

This program lets you configure access control against operators to manage their access to dimension codes.

Exploring

This program can't be run standalone and is accessed from the following program(s):

  • Operator Maintenance

    From the Configure option at the Dimension analysis section within the Security tab.

Dimension accounting uses a standard chart of accounts for all segments of the business, which typically only consists of the natural account (i.e. the Ledger Code Details section of the GL structure definition).

All other attributes required for the analysis of financial data, are configured as dimensions.

Dimension categories are reporting levels that are defined according to the unique requirements of your business.

For example:

If your business wants to report financial data per branch, then you would create a Branch dimension category.

Dimension codes are reporting units that are configured against a dimension category (i.e. reporting level).

For example:

If your business wants to report financial data per branch, and your have branches in various cities, then each of these cities will be created as a dimension code.

To simplify the recording of dimensions against transactions, we suggest that you define default dimension codes against master data elements.

If a master data element forms part of a transaction, SYSPRO pre-populates the dimensions based on the defaults defined, resulting in minimal operator interaction.

Starting

To use this program, the following setup option(s) must be configured appropriately:

Setup Options > General Ledger Integration > General Ledger Codes

  • Dimension analysis

    • When this is defined as Transaction entry level:

      Transactions are tagged with dimensions when posted in the sub module.

      Sub-module tables will not be tagged with dimension codes.

    • When this is defined as GL entry level:

      Transactions are tagged with dimensions when posted to the ledger.

  • Integration level

    We recommend that the Integration level of all ledger codes you want included in Dimension Analysis is defined as Control account in detail.

You can secure this feature by implementing a range of controls against the affected programs. Although not all these controls are applicable to each feature, they include the following:

  • You restrict operator access to dimension codes using the Operator Maintenance program.

    Select the Configure hyperlink at the Dimension analysis section (within the Security tab) to maintain access control options using the Dimension Analysis Security program.

  • You restrict operator access to activities within a program using the Operator Maintenance program.

  • You can restrict operator access to the fields within a program (configured using the Operator Maintenance program).

  • You can restrict operator access to functions within a program using passwords (configured using the Password Definition program).

    When defined, the password must be entered before you can access the function.

  • You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program).

    Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

  • You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

  • You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

To use this feature, the following setup option(s) must be enabled:

Setup Options > General Ledger Integration > General Ledger Codes

  • Dimension analysis

    This must be defined for every sub-module listed.

  • Integration level

Solving

The Dimension Analysis feature has been enabled (i.e. the Dimension analysis setup option is defined as GL entry level or Transaction entry level) and configured with the Integration level defined as Linked to GL in summary or Linked to GL in detail (Setup Options > General Ledger Integration > General Ledger Codes).

We recommend that the Integration level of all ledger codes you want included in Dimension Analysis is defined as Control account in detail.

This is because transactions may not be tagged correctly if the Integration level is defined as Linked to GL in summary or Linked to GL in detail, which can then result in distorted data and inaccurate reports.

You can't save the selected dimension detail within the GL Dimension Analysis Capture program if any of the following apply:

  • The operator doesn't have access to the selected dimension code.

    Solution: Use the Dimension Analysis Security program to define the required access type against the operator.

  • The selected dimension code doesn't exist or is currently in a state of I - Inactive.

    Solution: Use the Dimension Code Maintenance program to maintain the status of the dimension code.

  • The dimension code is left blank and the posting rule against the ledger code is defined as Mandatory.

    Solution: Use the GL Default Dimension Maintenance program to ensure that the correct dimension code and posting rules are defined against the ledger code.

This may be due to a number of reasons:

  • Only dimension codes with an A - Active status can be selected.

    Solution: Use the Dimension Code Maintenance program to maintain the dimension code's current status.

  • Only the dimension codes for which the operator has access are displayed.

    Solution: Use the Dimension Analysis Security program to define the required access type against the operator.

  • You can only select dimension codes from the entity backed table (if the Entity backed field was enabled against the dimension category).

    Solution: Use the GL Dimension Category Maintenance program to enable or disable the Entity backed field against a dimension category.

The dimension code can't be selected or updated if the dimension category is linked to a ledger code where the posting rule is defined as Default.

Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

This listview is populated based on the dimension categories to which the operator has access.

Field Description

Category

This indicates the dimension category to which the operator has access permissions.

Description

This indicates the description of the dimension category, which is the grouping or reporting level used for Dimension Analysis.

Access type

This indicates the level of access granted to the operator.

List

Select the Configure hyperlink to define the list of dimension codes to which the operator has access or is denied access.

This is only available if you selected Allowed List or Denied List at the Access type field.

Dataset

This indicates the supporting table selected for entity-backed dimension categories.

Dataset description

This indicates the description for the supporting table of entity-backed dimension categories.

Entity backed

This indicates whether or not the dimension category is entity backed (i.e. if master data is used to populate the dimension codes).

This listview is populated based on the selected dimension category.

This saves the details you have entered or changed and closes the window.

This ignores any information you entered and returns to the previous screen.

This assigns the selected dimension codes to the operator.

This assigns all listed dimension codes to the operator.

Field Description

Available Dimension Codes

 

Dimension code

This indicates the dimension codes to which the operator doesn't yet have access.

Description

This indicates the description of the dimension code.

This removes the selected dimension codes from the operator (i.e. the operator will no longer have access to the selected dimension codes).

This removes all dimension codes from the operator (i.e. the operator will no longer have access to any dimension codes).

Field Description

Assigned Dimension Codes

 

Dimension code

This indicates the dimension codes to which the operator has access.

Description

This indicates the description of the dimension code.