Working with Dimensions

Dimensions are values that categorise entries so you can track and analyse them on documents, such as sales orders. Dimensions can, for example, indicate the departmet or area of law an entry came from.

For example, instead of setting up separate general ledger accounts for each department and area of law, you can use dimensions as a basis for analysis and avoid having to create a complicated chart of accounts. For more information, see [Business Intelligence].

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 information from multiple dimensions, such as: - The account the item sale was posted to - ~~Where the item was sold~~ - ~~Who sold it~~ - The kind of client who bought it

Analysing by Dimensions

Dimensions play an important role in business intelligence, such as when defining analysis views. For more information, see [Analyse Data by Dimensions].

Tip

A quick way to analyse transactional data by dimensions is to use the Set Dimension Filter action filter totals by dimensions in the chart of accounts and on pages for entries.

Note

Analysis views often use data from dimensions. If you discover that an incorrect dimension has been used on posted general ledger entries, you can correct the dimension values and update your analysis views. That will help keep your financial reports and analyses accurate. For more information, see [Troubleshooting and Correcting Dimensions]

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.

Setting Up Dimensions

You can define the dimensions and dimension values to categorise journals and documents, such as ~~sales orders~~ and purchase orders. You set up dimensions on the Dimensions page, where you create one line for each dimension, such as Department, Area of Law, and Resources.

You also set up values for dimensions. For example, values might be departments in your company. Dimension values can be set up in a hierarchical structure similar to the chart of accounts, so that data can be broken down into various levels of granularity, and subsets of dimension values can be totalled. You can define as many dimensions and dimension values as you need, and everyone in your company can use them.

When dimensions and values are set up, you can define global and shortcut dimensions on the General Ledger Setup page that will always be available to select as fields on journal and document lines, and ledger entries, without having to open the Dimensions page first. For more information, see [To set up global and shortcut dimensions].

Global Dimensions are used as filters, for example, on reports, batch jobs, and XMLports. You can use only two global dimensions. MatterX provides two recommended default global dimensions Department and Area of Law.
Shortcut Dimensions are available as fields on journals, document lines, and ledger entries. You can create up to eight of these.

Note

After you use a new dimension in any entry, such as a line or new record, you cannot delete the dimension, even if you do not post the entry. This is because MatterX immediately creates a dimension set for the line or record. For more information, see [Dimension Sets].

To set up default dimensions for clients, vendors, and other accounts

You can assign a default dimension for a specific account. The dimension will be copied to the journal or document when you enter the account number on a line, but you can delete or change the code on the line if appropriate. You can also make a dimension required for posting an entry with a specific type of account.

Choose the icon, enter Dimensions, and then choose the related link.
On the Dimensions page, select the relevant dimension, and then choose the Account Type Default Dim action.
Fill in a line for each new default dimension that you want to set up. Hover over a field to read a short description.

Tip

If you want to make a dimension required but you do not want to assign a default value to the dimension, leave the Dimension Value Code field blank and then select Code Mandatory in the Value Posting field.

WARNING

If an account is used in the Adjust Exchange Rates batch job or the Post Inventory Cost to G/L batch job, do not select Code Mandatory or Same Code. These batch jobs cannot use dimension codes.

Note

If an account must have a different dimension than the default dimension for the account type, you must set up a default dimension for this account. The default dimension for the account then replaces the default dimension for the account type.

To set up default dimension priorities

Different account types, such as a clients account and an item account, can have different default dimensions set up. As a result, an entry can have more than one default dimension proposed for a dimension. To avoid such conflicts, you can apply priority rules to the different sources.

Choose the icon, enter Default Dimension Priorities, and then choose the related link.
On the Default Dimension Priorities page, in the Source Code field, enter the source code for the entry table to which default dimension priorities will apply.
Fill in a line for each default dimension priority that you want for the selected source code.
Repeat the procedure for each source code for which you want to set up default dimension priorities.

IMPORTANT

If you set up two tables with the same priority for the same source code, MatterX will always select the table with the lowest table ID.

To set up dimension combinations

To avoid posting entries with contradictory or irrelevant dimensions, you can block or limit specific combinations of two dimensions. A blocked dimension combination means that you cannot post both dimensions on the same entry regardless of what the dimension values are. A limited dimension combination lets you post both dimensions to the same entry, but only for certain combinations of dimension values.

Choose the icon, enter Dimension Combinations, and then choose the related link.
On the Dimension Combinations page, choose the field of the dimension combination and select one of the following options.

Filed	Description
No Limitation	This dimension combination has no restrictions. All dimensions values are allowed.
Limited	This dimension combination has restrictions depending on which dimension values that you enter. You must define the limitations on the Dimension Value Combination page.
Blocked	This dimension combination is not allowed.

If you selected the Limited option, you must define which combinations of dimension values are blocked. To do this, choose the field to define the dimension combination.
Now select a dimension value combination that is blocked and enter Blocked in the field. A blank field means that the dimension value combination is allowed. Repeat if multiple combinations are blocked.

Note

The same dimensions are displayed in both rows and columns and, therefore, all dimension combinations appear two times. MatterX automatically displays the setting in both fields. You cannot select anything in the fields from the upper-left corner and down, because these fields have the same dimension in both rows and columns.

The selected option is not visible before you exit the field.

To show the name of the dimensions instead of the code, select the Show Column Name field.

To set up global and shortcut dimensions

Global and shortcut dimensions can be used as filters in MatterX, including on reports, batch jobs, ledger entry pages, and analysis views. Global and shortcut dimensions are always available to be inserted directly without first opening the Dimensions page. On journal and document lines, you can select global and shortcut dimensions in a field on the line. You can set up two global dimensions and eight shortcut dimensions. Choose the dimensions that you use most frequently.

Choose the icon, enter General Ledger Setup, and then choose the related link.
On the Dimensions FastTab, fill in the fields. Hover over a field to read a short description.

IMPORTANT

Changing a global or shortcut dimension requires that all entries posted with the dimension are updated. To change a global dimension, use the Change Global Dimensions function, but it can be time-consuming and may affect performance and tables may be locked during the update. Therefore, choose your global and shortcut dimensions carefully so that you do not have to change them later. It is highly recommended that you use the default MatterX global dimensions for optimal performance. To change a shortcut dimension, use the Change Dimensions action.

Note

When you add or change a global or shortcut dimension, you are automatically signed out and back in so that the new value is prepared for use.

Example of Dimension Setup

Let's say that your company wants to track transactions based on organisational structure and area of law. To do that, you can set up two dimensions on the Dimensions page: - AREA - DEPARTMENT

Code	Name	Code Caption	Filter Caption
AREA OF LAW	Area of Law	Area of Law Code	Area of Law Filter
DEPARTMENT	Department	Department Code	Department Filter

For the two main areas of law, Advisory and Insolvency, you add subcategories for regions by indenting the dimension values. This will let you report on sales or expenses in regions, and get totals for the larger geographic areas. You could also choose to use countries or regions as your dimension values, or counties or cities, depending on your business.

Note

To set up a hierarchy, the codes must be in alphabetical order. This includes the codes of the dimension values that are provided in MatterX.

For DEPARTMENT, you add the following dimension values:

Code	Code Name	Dimension Value Type
ADVIS	Advisory	Standard
DISPU	Disputes	Standard
INSOL	Insolvency	Standard

With this set up, you can add your two dimensions as the two global dimensions on the General Ledger Setup page. This means that you can use AREA OF LAW and DEPARTMENT as filters for general ledger entries, as well as on all reports and account schedules. Both global dimensions are also automatically available for use on entry lines and document headers as shortcut dimensions.

Getting an Overview of Dimensions used Multiple Times

The Default Dimensions-Multiple page specifies how a group of accounts use dimensions and dimension values. You can do this by highlighting multiple accounts and then specifying default dimensions and dimension values for all the accounts you have highlighted in the account list. When you specify default dimensions for the highlighted accounts, application will suggest these dimensions and dimension values whenever one of these accounts is used, for example on a journal line. This makes entry posting easier for the user, as the dimension fields are filled in automatically. However, the dimension values that are suggested can be changed on, for example, a journal line.

The Default Dimensions-Multiple page contains the following fields: | Field | Description | |--|--| | Dimension Code | Shows all dimensions that have been defined as default dimensions on one or more of the highlighted accounts. By choosing the field, you can see a list of all available dimensions. If you select a dimension, the selected dimension will be defined as a default dimension for all highlighted accounts. | | Dimension Value Code | Shows either a single dimension value or the term (Conflict). If a dimension value is shown in the field, then all highlighted accounts have the same default dimension value for a dimension. If the term (Conflict) is shown in the field, then not all of the highlighted accounts have the same default dimension value for a dimension. By choosing the field, you can see a list of all available dimension values for a dimension. If you select a dimension value, the selected dimension value will be defined as a default dimension value for all highlighted accounts. | | Value Posting | Shows either a single value posting rule or the term (Conflict). If a value posting rule is shown in the field, then all highlighted accounts have the same value posting rule for a dimension value. If the term (Conflict) is shown in the field, then not all of the highlighted accounts have the same value posting rule for a dimension value. By choosing the Value Posting field, you can see a list of value posting rules. If you select a value posting rule, it will be applied for all highlighted accounts. |

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, on the Sales Order page, 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.

To view global dimensions in ledger entry pages

Global dimensions are always company-defined and company-named. To see the global dimensions for your company, open the General Ledger Setup page.

In a ledger entry page, you can see whether there are global dimensions for the entries. The two global dimensions differ from the rest of your dimensions because you can use them as filters anywhere in Business Central.

Choose the icon, enter Chart of Accounts, and then choose the related link.
On the Chart of Accounts page, choose the Ledger Entries action.
To see only the entries that are relevant, set one or more filters on the page.
To see all the dimensions for an entry, select the entry, and then choose the Dimensions action.

Note

The Ledger Entry Dimensions page displays the dimensions for one ledger entry at a time. As you scroll through the ledger entries, the content on the Ledger Entry Dimensions page changes accordingly.