Dimension type

Dimension types group financial information for analytical purposes. You can create up to 20 dimension types depending on your business needs.

When you activate a dimension type, it automatically displays as an option for default dimensions on other pages such as Company, Site, or Customer. If a dimension type is not active, it does not display.

Common dimension types:

• A Department dimension type could be used to break down the company's activity and could include 1 dimension per department.
• A Region dimension type could be used to analyze the turnover or the revenue by geographic area and could include 1 dimension per region.
• A Vehicle dimension type could be used to track the costs for operating company vehicles and could include 1 dimension per vehicle.

Create a dimension type

1. Select the Create icon to define a new dimension type.
   
2. Enter a unique name.
3. For Document property, enter the field that stores the dimensions for this dimension type in documents.
4. Select Save.

Edit or delete a dimension type

You can edit any of the fields at any time.

You cannot delete a dimension type if it has dimensions allocated to it.