Quick Configuration - Dimension Analysis Attributes
Quick configuration can be used to set up a simple Ledger dimension analysis attribute -which does not need table joins, domain IDOs, or a complex value expression- and assign it to a new or an existing Ledger dimension.
- Gather analysis requirements from the finance department.
- Based on the requirements, use the Ledger Dimension Analysis Attributes form to configure one or more of the pre-defined analysis attributes. Click Filter-In-Place and select a pre-defined analysis attribute to configure.
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Specify this information:
- Value
- Specify the attribute value.
- Description
- Specify a description for the attribute. This description is displayed as the field label on the Journal Entries, Import Journal Entries, and G/L Posted Transactions forms. If no description is specified here, then the attribute name (AnalysisAttribute01) is displayed on the forms.
- Required
- Indicate whether the attribute is required when transactions for the associated account are entered. If it is required, then users cannot save a transaction until a value is entered. This setting is applicable for entries in the General or user-defined journals.
- Inline List
- To provide a drop-down list of hard-coded values from which the user can select a value, click Add Row and then enter the first value in the list. Repeat for all values to include in the list.
- Apply to Dimensions
- Specify the dimension(s) to which to apply this analysis attribute. Dimensions created on the Ledger Dimensions form are listed.
- Save the record.
- On the Chart of Accounts form, select an account and then on the Dimensions tab, select a Ledger dimension with the configured analysis attribute. This assigns the dimension to the account. When transactions are entered for this account, the analysis attributes will be included for data entry on the journal transaction forms. You can add one Ledger dimension for an account. You can also add multiple Chart of Account dimensions for the account if needed.