Using Dimensions

dimensions offer a means of classifying transactions to fulfill specific reporting obligations the adaptability of dimensions facilitates a more efficient chart of accounts structure dimensions can be designated as disregarded (or unused), discretionary, or mandatory for transaction input these controls are established within the master file regulations furthermore, dimensions can be turned on or off at any time gravity provides up to three user defined dimensions additionally, dimension values can be configured to be shared or not shared with different entities dimension examples dimensions can be set up to track income and expenses related to marketing events, campaigns or projects equipment dimensions can be set up to track repair & maintenance charges to specific machines or trucks employees dimensions can be set up to track expenses related to travel and entertainment charges or employee advances setup set up from 1 to 3 dimensions in s ystem setup > entity configuration in the dimensions section set use dimensions to yes create labels for the dimensions to be created create and plural labels for the dimensions required hierarchical dimensions gravity facilitates the creation of hierarchical structures within dimensions, wherein selections for dimension 2 are contingent upon the values of dimension 1, and dimension 3 values can derive from those of dimension 2 these hierarchical configurations can be established in the entity configuration for the master entity users have the option to designate dimension 2 as a subordinate to dimension 1, and/or dimension 3 as a subordinate to dimension 2 once enabled, users can define the children of the parent dimension under each dimension value dimension lists once dimensions are enabled, a list of possible dimension values must be created navigate to g ravity>system setup>system>(dimension name) dimension rules set dimension rules on master file items (e g customer, vendor, inventory and coa records rule options include ignore (default), optional and required if a rule requires a dimension , the transaction cannot be saved or posted without a dimension being defined if any item on a transaction requires a dimension than it is required for the transaction for example on a voucher if the gl account number on a line item requires a dimension it must be filed in on that line usage transaction headers transaction header dimensions flagged as optional or required appear in the transaction header completing these fields copies the values to the line items to streamline data entry when needed, you can change a dimension value on a line dimensions on the line items drive reporting transaction line items dimension rules are enforced at the line item level if dimensions are required, the transaction cannot be saved or posted without a value for the required dimensions dimensions requirement for transacting in gravity financial reports dimensions can be used as column filters in financials statements for example each column in a financial report can be a specific project use dimensions in financial statements dimensions can also be used in creating rows on financial reports with the auto expand option on a row, the financial report can expand down to show the aggerate dimension values