To make it simpler to perform analysis on documents such as sales orders, you can use dimensions. Dimensions are attributes and values that categorize entries so you can track and analyze them. For example, dimensions can indicate the project or department an entry came from.

For example, instead of setting up separate general ledger accounts for each department and project, you can use dimensions. This gives a rich opportunity for analysis, without creating a complicated chart of accounts.

Another example is to set up a dimension called Department, and use this dimension when you post sales documents. This will let you use business intelligence tools to see which department sold which items. The more dimensions you use, the more detailed reports you can base your business decisions on. For example, a single sales entry can include multiple dimension information, such as:

  • The account the item sale was posted to
  • Where the item was sold
  • Who sold it
  • The kind of customer who bought it

You can create as many dimensions with as many values as you want.

Note: This functionality requires that your experience is set to Suite. For more information, see Customizing Your Financials Experience.

Using Dimensions

In a document such as a sales order, you can add dimension information for both an individual document line and the document itself. For example, in the Sales Order window, you can enter dimension values for the first two shortcut dimensions on the individual sales lines, and you can add more dimension information if you choose the Dimensions button.

If you work in a journal instead, you can add dimension information to an entry in the same way, if you have set up shortcut dimensions as fields directly on journal lines.

You can set up default dimensions for accounts or account types, so that dimensions and dimension values are filled in automatically.

Dimension Sets

A dimension set is a unique combination of dimension values. It is stored as dimension set entries in the database. Each dimension set entry represents a single dimension value. The dimension set is identified by a common dimension set ID that is assigned to each dimension set entry that belongs to the dimension set.

When you create a journal line, document header, or document line, you can specify a combination of dimension values. Instead of explicitly storing each dimension value in the database, a dimension set ID is assigned to the journal line, document header, or document line to specify the dimension set.

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