Regular Configuration - Dimension Analysis Attributes

Regular configuration must be used to set up a Ledger dimension analysis attribute that needs table joins or domain IDOs or for which you must build a value expression.

  1. Optionally, use the Dimension Table Joins form to prepare tables for the Ledger object.
  2. On the Dimension Attributes form, select Ledger in the Object Name field and then click Filter-In-Place. Select a pre-defined analysis attribute to configure.
  3. Specify this information:
    Description
    Next to the attribute name, 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, the attribute name (AnalysisAttribute01) is displayed on the forms.
    Value
    Specify the attribute value. You can type directly in the Value text box or use the right pane to build the value expression.
    Masking
    For numeric or date fields, you can specify an appropriate mask here. For example, a date field might be masked as ##/##/##.
    Hidden
    Optionally, to hide the selected attribute in the analysis results, select this option.
    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.
    Domain IDO
    If the property to be used for the attribute is a foreign key, you can specify the domain IDO of the property; that is, the other IDO where the property is defined.
    Domain Property
    Specify the domain IDO property to be used for the attribute.
    Domain List Property
    Specify the property that will contain a value to display along with the Domain Property value. For example, Description with Item.
    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. This option can be used only if you do not specify domain IDO information.
  4. Save the record.
  5. On the Ledger Dimensions form, create a new dimension or select an existing dimension and then in the grid, add the configured analysis attribute. You can modify Masking, Hidden, and Required settings for the attribute if necessary. You can add up to 15 analysis attributes for the dimension. You can also add other Ledger attributes if needed. If you add more than one attribute, you can update the sequence. Change the sequence numbers and then click Resequence.
  6. 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, so when transactions are entered for this account, the analysis attribute fields are 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.
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