GL Dimension Combinations (v5.0)

Modified on Wed, 20 Sep, 2023 at 9:37 AM

 

Purpose of this document

 

Dimension Combinations provide the ability to prevent (block) Dimensions from being combined on a journal or in a document, and under what circumstances. In addition, the use of a particular dimension combination can be restricted, depending on which Dimension Value Combination is being used for the two Dimensions. For example, a specific Project Code may not be valid or used in conjunction with specific Department Codes or vice versa.

This document explains how to use Dimension Combinations in Ceres.

 

Ceres Object release 5.00.00 is required for the functionality described in this document


 

 

Table of Contents

  

Setting up Dimension Combinations

 

1. Dimension Combinations can be accessed from Departments à Financial

    Management à Administration à Dimensions à Dimension Combinations.


2. The Dimension Combinations Page displays a matrix of all combinations of Dimensions created in Ceres.


3. The Dimensions displayed in the rows of the matrix are also represented as Dimension columns. The column

    headings can be changed from the Dimension Code to the Dimension Name by clicking the Show Column

    Name check box on the Dimension Combinations Page. Dimension restrictions are set in the columns.


4. The Dimension Columns in the Dimension Combinations Matrix are called combination restriction fields.

    The combinations for these fields are accessed by clicking in one of the Dimension Columns and then

    clicking on the Ellipsis button. Alternatively, you can right click in one of the Dimension Columns and then

    select AssistEdit.


 


5. Select a value from the list.


No Limitations:  The Dimension Combination is always allowed on entries. This is the default setting for Dimension Combinations.  A blank field equals no limitations.


Limited:  The Dimension Combination is only allowed in certain circumstances, depending on which Dimension Values are selected when you are creating an entry.


Blocked:  The Dimension Combination is excluded from use on entries

6. If the Limited option is selected, the restricted Dimension Value Combinations must be specified.  To setup

    the restriction, click on the Ellipsis button.  Then select Yes when the “Do you want to see the list of values?”

    message displays.


7. In the Dimension Value Combination Page, select which Dimension Combinations you want to restrict.  Then

    click on the Ellipsis button to display the options; Open and Blocked.  The options are Open and Blocked. 

    The default is Open. Select Blocked to restrict of block the Dimension combination.


For example, if Department 1000 – Administration is restricted in that it is not a valid Department for Project - Circle of Hope, right click in the Project Column, select Blocked.  Blocked should now display in the Circle of Hope column for Department 1000.

 

8. Repeat step 7 for additional Dimension Values Combinations you want to restrict.


9. Once restricted, an error message will display during posting if a user inputs an invalid Dimension Value Combination.


Related Topics

  1. Account Schedules Overview
  2. Chart of Accounts Overview
  3. GL Dimensions and Dimension Values

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