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Set default dimensions on locations, inventory documents, and journals

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Users, automatically Mar 1, 2023 Apr 1, 2023

Business value

Dimensions are values that categorize entries so you can track and analyze them using various reporting tools. For example, dimensions can indicate the department or project an entry came from. Having default dimensions on entities helps people avoid making mistakes and having to enter dimensions manually on the transaction level if all goods come from a single location and department.

Feature details

In this release we're completing the Default Dimension on Location feature that we introduced several releases ago.

You can set default dimensions for a location on the Location Card page by choosing the Dimensions action. When you choose the location on a line in one of the following documents, its default dimensions are copied to the document:

  • Transfer Order
  • Physical Inventory Order
  • Inventory Shipment
  • Inventory Receipt
  • Item Journals

If needed, you can delete or change the dimension on the line.

You can require that people specify dimensions for specific locations before they can post an entry. You can also include location dimension values in Default Dimension Priorities and Dimension Combinations for combinations of priority and dimension rules.

Because transfer order documents and reclassification journals deal with more than one location, the order in which you enter data is important. Default dimensions are copied from the last location field (In-Transit Location is ignored). The following examples illustrate the default dimension that will be used.

You have the following dimension settings:

  • Location EAST. Department dimension is ADM
  • Location WEST. Department dimension is PROD

You specify the location on a transfer order as follows:

  1. From Location = EAST
  2. To Location = WEST

The PROD dimension will be copied from location WEST.

You fill in the fields in the opposite order, as follows:

  1. To Location = WEST
  2. From Location = EAST

The ADM dimension will be copied from location EAST.

Default Dimension Priorities

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See also

Set Up Locations (docs)