Importing and exporting dimension code assignments

  1. To import, select Master Data Setup > Dimension Code Assignments.
  2. Specify this information:
    Entity
    Select the entity.
    Accounting Book
    Optionally, select an accounting book.
    Accounting Chart
    Select an accounting chart.
    Account
    Optionally, select a ledger account.
    Transaction
    Select the applicable transaction, for example, SourceSystemJournalEntry, PurchaseOrder.
  3. Click Filter.
    The existing dimension code assignments are displayed and IMPORT is enabled.
  4. Click IMPORT and select the .CSV file to import.
  5. Click IMPORT to continue or click CANCEL.
    A message displays confirming the number of dimension code records successfully imported and/or an error log showing the reason for unsuccessful import. Records may not be successfully imported due to these reasons:
    • Dimension type does not exist for the selected accounting chart.
    • Expression or attribute value sources does not exist.
  6. To export, select Master Data Setup > Dimension Code Assignments.
  7. Specify this information:
    Entity
    Select the entity.
    Accounting Book
    Optionally, select an accounting book.
    Accounting Chart
    Select an accounting chart.
    Account
    Optionally, select a ledger account.
    Transaction
    Select the applicable transaction, for example, SourceSystemJournalEntry, PurchaseOrder.
  8. Click Filter.
    The existing dimension code assignments are displayed and EXPORT is enabled.
  9. From the data grid, select the dimension records to export.
  10. Click EXPORT and specify a name for the .CSV file. Valid characters are a–z,A–Z, 0–9, and special characters.
  11. Click EXPORT to continue or click CANCEL.
    If you proceed with exporting, a .CSV file is downloaded.