Entity Dimension Analysis Capture

This program lets you edit dimension codes for a sales order, purchase order or dispatch note transaction before it is posted or processed.

Exploring

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

  • Purchase Order Entry

    From the Edit hyperlink at the Dimension Analysis field on the End Purchase Order window.

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 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/defined:

Setup Options > General Ledger Integration > General Ledger Codes

  • Dimension analysis

    This must be defined for every sub-module listed.

  • Integration level

Solving

The dimension codes are populated according to the defaults for the business process that are defined within the GL Default Dimension Maintenance program. If more than one default is defined, the dimension codes are populated are populated according to the priorities defined within the GL Dimension Analysis Priorities program.

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 saves the details you entered or changed.

Field Description

Purchase order

This indicates the purchase order number for which you want to edit the dimension codes.

Line

This indicates the line number on the purchase order for which you want to edit the dimension codes.

Stock code

This indicates the stock code on the purchase order line.

Description

This indicates the description of the stock code.

Warehouse

This indicates the warehouse where the stock on the purchase order is located.

Ordered quantity

This indicates the stock quantity on the purchase order.

Received quantity

This indicates the number of stock items received.

Unit price

This indicates the price per stock item.
Field Description

Dimension category

This displays the default dimension category for the purchase order line, which you can change.

Dimension code

This displays the default dimension code for the purchase order line, which you can change.