Defining Accounting Unit Selection dimension criteria

When you specify selection on Dimension Information (EB10.3) and the budget dimension's source is Accounting Units, the Accounting Unit Selection (EB11.2) form is displayed.
  1. On Accounts Unit Selection (EB11.2), specify this information:
    Company number
    The accounting units for the company that you specify is included in the budget dimension.
    Company Group
    The accounting units from the companies that are associated with the company group are included in the budget dimension.
    Level Depth
    Specify or select 1 through 5 or (P) All Posting to identify the level of accounting units. Selecting a numeric level depth includes only the accounting units that reside at that specific level.

    For example, if you select Level Depth 2, then only the accounting units at level 2 in the company structures are selected. No accounting units from level 1 are included. You can select level depth (P) All Posting to include all posting accounting units in the companies regardless of the structure levels at which they are located.

    Accounting Unit List
    Specify or select an Accounting Unit List that you have established in Lawson Attribute Matrix. When you select this option, the accounting units that are members of the list are included in the budget dimension.
  2. Click Preview to see the accounting units that are members of the budget dimension. The Member Preview (EB12.1) form is displayed.
  3. On Member Preview (EB12.1), click one of these buttons:
    • Update List: Build a list of members for the dimension based on the accounting units that you selected.
      Note: If this is a new budget, then you must click this button to build your list for the first time.
    • View Current List: View a list of members for the dimension. The Accounting Unit Preview (EB12.3) form is displayed.
      Note: This action does not rebuild the list.
  4. On Accounting Unit Preview (EB12.3), you can view the accounting units that you included in the budget dimension.
    Note: To scroll to an item in the list, you can specify the company number and the accounting unit in the Position To field and click Enter.