Defining Accounting Unit Selection dimension criteria

  1. 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 displays.
  2. On Accounts Unit Selection (EB11.2), select one of these groupings:

    • Specify or select a Company number. The accounting units for the company that you specify can be included in the budget dimension. Also, specify or select a Level Depth to identify the accounting units that you want. 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 structure are selected. No accounting units from level 1 are included. You can select level depth All Posting (P) to include all posting accounting units in the company regardless of the structure level at which they reside.

    • Specify or select a Company Group. The accounting units from the companies that are associated with the company group can be included in the budget dimension. Also specify or select 1 through 5 or All Posting in the Level Depth field to identify the level of accounting units that you want. 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 reside.

    • 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.

  3. Click Preview to see the accounting units that are members of the budget dimension. The Member Preview (EB12.1) form displays.
  4. On Member Preview (EB12.1), click one of these buttons:

    • Click Update List to 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.

    • Click View Current List to view a list of members for the dimension. The Accounting Unit Preview (EB12.3) form displays.

      Note: This action does not rebuild the list.
  5. On Accounting Unit Preview (EB12.3), you can view the accounting units that you will include 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 press Enter.