Example: Configuring and Applying an Analysis Attribute

This example shows creation of the Cash dimension and the Expense Type dimension attribute for the Ledger object, with initialized dimension attributes for Customer Number and Vendor Number. The Cash dimension is bound to Account 10000.

  1. On the Ledger Dimension Analysis Attributes form, filter and select AnalysisAttribute01. In the Value list, select Customer Number.
  2. In the Apply to Dimensions grid, specify Cash in the Dimension Name and Description columns and click the Select field. Click Save.
  3. Select AnalysisAttribute02. In the Value list, select Vendor Number. In the Apply to Dimensions grid, click the Select field for Cash. Click Save.
  4. Select AnalysisAttribute04. Leave the Value field empty. In the Description field, specify Expense Type. In the Inline List grid, specify three Value/Description entries: Traffic Fee/Traffic Fee Expense, Meal Fee/Meal Fee Expense, and Lodging Fee/Lodging Fee Expense. In the Apply to Dimensions grid, click the Select field for Cash. Click Save.
  5. On the Chart of Accounts form, filter and select Account 10000. On the Dimensions tab, in the Ledger Dimension field, select Cash. Click Save.
  6. On the Journal Entries form:
    1. Filter on the General journal.
    2. In the grid, add a new row.
    3. In Account, select 10000 and in Credit, specify 10.00.
    4. On the Dimensions tab, see that the three defined analysis attributes are enabled. In Expense Type, select Meal Fee.
    5. Add another new row to balance the journal and then click Save.
    6. Add another new row.
    7. In Account, select 10000 and in Credit, specify 1000.00.
    8. On the Dimensions tab, in Customer Number, specify 1.
    9. Add another new transaction row to make an advanced payment to balance the journal and then click Save.
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