Dimension link

Completed

Companies can link relevant financial data to the inventory transactions that occur at each site in a multisite production environment. This link results in:

  • A financial dimension that's associated with the site inventory dimension.

  • A financial dimension value that's associated with each site.

Financial dimension links assume that the revenue in question is directly attributable to the delivering site. This feature allows companies to trace profit and loss figures directly to the operational site.

Inventory management > Setup > Posting > Dimension link

Screenshot of Dimension link with the dimension to be links dropped down to show available dimension names.

After linking financial dimensions to inventory transactions at a site, you need to activate the link.

If you select the Activate link button, the system determines the value of the selected dimension on all transactions based on the value of the Site storage dimension. However, the system might still post transactions regardless of the dimension value.

Activation of the financial dimension link results in the following conditions:

  • When you create new transactions that carry inventory dimensions and financial dimensions, the system assigns the linked financial dimension the specified dimension value for the site.

  • You can post transactions that carry inventory dimensions and financial dimensions, even though the linked financial dimension value doesn't match the specified value for the site.

  • You can change the value of the linked financial dimension on open transactions that carry inventory dimensions and financial dimensions.

If you select the Lock link button, you can only post transactions if the value of the selected dimension matches the value that's associated with the Site storage dimension. Hence, you need to update all open transactions before you can lock the dimension link.

Locking the financial dimension link results in the following conditions:

  • The system assigns a financial dimension value to new inventory transactions that carry inventory dimensions and financial dimensions based on the specified value for the site.

  • You can post transactions that carry inventory dimensions and financial dimensions only when the linked financial dimension value matches the specified value for the site.

  • You can't change the value of the linked financial dimension on transactions that carry inventory dimensions and financial dimensions.

  • You can't edit the financial dimension value that's associated with a site. The prerequisite for locking the financial dimension link is that you need to establish a financial dimension link with the site inventory dimension.