Dimension Template Split

This program lets you maintain the predefined split percentages for template dimension codes that are applied when distributing transaction values.

Exploring

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

  • Program List > General Ledger > Dimension Anaysis > Setup

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.

Dimension templates enable users to allocate a single revenue or cost amount across multiple financial dimensions based on predefined percentages. This functionality distributes transaction values to various dimension codes linked to the template dimension code, which itself does not hold any values. Instead, the values are allocated to the linked dimension codes according to the specified percentages.

For example:

A dimension category called Regions is linked to dimension codes Coastal and Inland. A template with predefined percentages has been created for the Coastal dimension code, to allocate 75% to the East coast and 25% to the West coast.

If you post a transaction amount of 1,000 to the Coastal dimension code, the system will automatically distribute the amount based on the template, e.g.:

East Coast: 75% of 1,000 = 750

West Coast: 25% of 1,000 = 250

The distribution can be viewed in the GL Dimensions Query program, which displays how the transaction amount is split among the linked dimension codes.

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/defined:

Setup Options > General Ledger Integration > General Ledger Codes

  • Dimension analysis

    This must be defined for every sub-module listed.

  • Integration level

  • Dimension templates can't be assigned to entity backed dimension codes.

Solving

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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

Select the dimension category for which you want to create a template.

Select the dimension code for which you want to create a template.

Field Description

Dimension code

This indicates the dimension code for which you want to create the template.

Description

This displays the description of the dimension code.

Percentage split

Enter the percentage you want to allocate to the dimension code.

The total percentage split for all dimension codes in the listview must add up to 100%.

This lets you expand all rows within the tree view.

This lets you collapse all rows within the tree view.

Field Description

Dimension template

This indicates the name of the dimension template.

Dimension code

This indicates the dimension code for which you want to create the template.

Description

This displays the description of the dimension code.

Percentage split

This indicates the percentage split allocated to the dimension code.