Dimension
Use this function to create and manage dimensions. Dimensions are grouped by dimension type and are a classification system used to aggregate company information for analytical and reporting purposes.
They have a set of values that you can link to transactions and General Ledger entries. Every transaction you enter can have multiple dimension values for identification and reporting.
Dimensions are user defined and you can create up to 20 dimensions.
For example:
- A Department dimension type could be used to break down the company's activity by department and would be made up of one dimension per department.
- A Region dimension type could be used to analyze the turnover or the revenue by geographic area and would be made up of one dimension per region.
- A Vehicle dimension type could be used to track the costs for operating company vehicles and would be made up of one dimension per vehicle.
You can also use attributes and attribute types to analyze information such as customers and suppliers.
Previous steps | You must create a dimension type before you can create a dimension. |
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Create a dimension
- Select the Create icon to define a new dimension.
- Enter the required information.
- Select Save.
Edit and delete a dimension
You can edit any of the fields at any time.
You cannot delete a dimension once it has been used in documents.
If you add, edit, or delete information in one solution, you must manually make the same change in the other.
If Sage Intacct is your financial solution, any dimensions belonging to the Department and Channel dimension types are automatically integrated from Sage Intacct. Do not change these in Sage Distribution and Manufacturing Operations.