GL Dimensions Query

This program lets you query dimension analysis details on sales orders.

Exploring

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

  • Sales Order Query

    From the Dimension Query option in the Query menu.

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

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* product-authoring@syspro.com

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.

  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

    The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

    If the Show Captions option is grayed out, it means no captions are hidden for that form.

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

Referencing

This lets you search for and select the sales order for which you want to view the dimension details per transaction.

Field Description

Dimension entry

This indicates the dimension entry number generated for the sales order transaction.

Control account

This indicates whether the tagged ledger account is a control account.

GL code

This indicates the ledger code that has been tagged on the sales order transaction.

Description

This indicates the description of the tagged ledger code.

Total amount

This indicates the total amount of the sales order.

This pane displays the invoice number generated from the sales order and the sales order lines.

Field Description

Stock code

This indicates the stock code on the sales order line.

Description

This indicates the description of the stock code.

Order quantity

This indicates the order quantity per sales order line.

Shipped quantity

This indicates the shipped quantity per sales order line.

Price

This indicates the price per sales order line.
Field Description

GL code

This indicates the ledger code that has been tagged on the sales order transaction.

Dimension category

This indicates the dimension category that has been applied to the sales order transaction.

Dimension code

This indicates the dimension code that has been applied to the sales order transaction.

Total amount

This indicates the total amount per ledger code.