GL Dimension Analysis Extract

This program lets you extract the dimensions from the GenDimensionDet table to a separate extract table that is then used for reporting purposes and in the GL Dimension Analysis Query program.

This optimizes the query and reporting process in high-volume environments.

Exploring

This program is accessed from the Program List of the SYSPRO menu:

  • Program List > General Ledger > Dimension Analysis

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.

Topics

Dimension Analysis

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 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

You have tried accessing the GL Dimension Analysis Extract program while being logged in to a company that shares a general ledger, i.e. the ledger defined at the Ledger file company setup option at the Shared companies section has the same general ledger as another company.

Dimension Analysis can't be used when two or more companies use the same General Ledger.

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.

The extract status is saved per transaction in the GenDimensionDet table.

The following indicates the possible status codes for a Dimension Analysis extract:

Status Description

Blank - Not yet extracted

This indicates that the dimension data on the transaction hasn't been extracted.

E - Extracted

This indicates that the dimension data on the transaction was extracted using the GL Dimension Analysis Extract program or the GL Dimension Analysis Extract business object.

R - To be re-extracted

This indicates that the dimension data on the transaction must be re-extracted.

The extract status is updated by the GL Dimension Code Update program that will delete all relevant extracted entries from the new extraction tables and extract the data again.

Referencing

This commences processing according to your selections.

This outputs the data to a printer destination of your choice.

This lets you save your selections and apply them when next the program is run in automated mode.

This option is only enabled in Design mode (Automation Design).

Form values and defaults are applied at operator level (i.e. they are not saved at either role or group level).

Field Description

Extract details

The fields in this section are for information purposes only and can't be changed.

Current year

This indicates the financial year for which the dimension analysis data is extracted.

Current period

This indicates the financial period for which the dimension analysis data is extracted.

Date last extracted

This indicates the date when the dimension analysis data was last extracted.

Time last extracted

This indicates the time when the dimension analysis data was last extracted.

After processing completed

These options are displayed within programs that can be automated. They let you indicate the action you want to perform once processing is complete.

Print the report

This generates a report after processing is complete.

Email the report

This emails the report to selected recipients after processing is complete.

Email recipients

This indicates the email addresses of recipients to whom you want to email the information displayed in the output pane.
Close the application

This exits the program once processing is complete.