EX045 Advanced Dimensions Management
Quick Guide
| 1 | Enter the Dimension filter setup |
| 2 | Create an invoice |
| 3 | When entering the Dimensions, the system proposes the ones previously set |
Introduction
The Advanced Dimensions Management (DMT) Eos Solutions app allows, on the G/L Account Card, to set filters on the Dimensions selected by the user and to force Dimension Codes during the invoice posting.
Subscriptions
Some features of this app require a subscription.
The subscription can be activated from Subscription control panel page or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard.
In details:
FREE-TRIAL-DEMO version: it’s automatically activated at first request and gives full access to all features. This trial expires after 20 days from the activation
FULL VERSION: it’s possibile to buy a full version that will last for 12 months following the wizard and accessing to the EOS AppStore.
See www.eos-solutions.it website for more information.
Default Dimensions
The “Force Same Dimension value” flag is present on the “Default Dimensions” page of the single G/L Account: if set to Yes, upon entry of the writing/document, the system forces the value of the dimension present in the “Dimension Value Code”. This management is indispensable in order to be able to set a dimension value on the transactions relating to those accounts automatically fed by the system in the posting phase (e.g.: profits/losses on exchange rates, capital gains/losses from asset disposals, etc.). I
t is also possible to use this setting if dimensional values are not associated with master data (e.g.: Purchase items), but you want to force a dimensional value in the general transaction (e.g. common raw materials).
Example - Registration of payment in foreign currency with recognition of the exchange difference
Recording of payment of a USD currency item with accounting recognition of the exchange difference on the ledger “423350 - Loss on exchange”: depending on the presence of the “Force Same Dimension value” flag, when the payment is recorded, the system forces the dimensional value set to setup for the CDC dimension.
Default Dimensions - “Dimension Filter” action
The “Dimension Filter” action is present on the “Default Dimensions” page of the single G/L account: with this function it is possible to enable a set of values of a given dimension, for a specific G/L account.
Example - Posting Purchase Invoice to Account with Dimension Filter
For the G/L account “401150 - Purchase of materials and services for production” only the following CDC dimension values are enabled:
Recording of a purchase invoice with a «G/L account» type line which moves the ledger “401150 - Purchase of materials and services for production”: when selecting the CDC dimension values, the system only shows the enabled values.
!
In the case of a line with a Type other than “G/L Account”, the system shows all the values of the CDC dimension but, during the document/writing phase, it generates an error message if a non-enabled value has been selected to setup.Feedback
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