Establishing a financial dimension link to a site results in the following conditions:

• A financial dimension is associated with the site inventory dimension.

• A financial dimension value is associated with each site.

1. Click Inventory management> Setup> Posting> Dimension link.

2. In the Dimensionsfield, select the financial dimension that you want to link to the site inventory dimension. The Departmentdimension is selected by default, but you can change it.

3. Click the Sitesbutton to open the Sitesform. The financial dimension that you selected (in the previous step) now appears as a column header on the Overviewtab.

4. Select a site. In the Dimensionscolumn, select a financial dimension from the lookup list. The list displays the dimensions that are set up in the Dimensions form, which is located at Basic> Dimensions.

The specified financial dimension value is now associated with the selected site. Repeat this step for each site.

Activating the financial dimension link results in the following conditions:

• When new transactions are created that carry both inventory dimensions and financial dimensions, the linked financial dimension is assigned the dimension value that is specified for the site.

• You can post transactions that carry both inventory dimensions and financial dimensions even though the linked financial dimension value does not match the value that is specified for the site.

• On open transactions that carry both inventory dimensions and financial dimensions, you can change the value of the linked financial dimension.

Note
You must assign a financial dimension value to each site before you can perform this task.

1. Click Inventory management> Setup> Posting> Dimension link.

2. In the Current status:field group, click the Activate linkbutton.

3. The program displays a dialog box that asks whether or not to update the value of the financial dimension value on all open transactions so that it matches the value that is specified for the site.

4. Click Yes. The program updates all open transactions accordingly.

   Note
   The transactions are updated even if the resulting set of financial dimensions is not a valid combination that is set up in the Dimension sets .This step is the same as running the Linked dimension updatebatch job, which you can access at Inventory management> Periodic.

5. The program generates the Account dimension validationreport, which you can access at Inventory management> Reports> Base data. This report lists the accounts, if any, that are used for inventory-related postings, and that will override the value of the financial dimension that is selected in the Dimension linkform.

6. The Current status:button states that the financial dimension link is active, and the color of the button is yellow. The Dimensionsfield is unavailable.

Locking the financial dimension link results in the following conditions:

• New inventory transactions that carry both inventory dimensions and financial dimensions are assigned a financial dimension value based on the value that is specified for the site.

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

• You cannot change the value of the linked financial dimension on transactions that carry both inventory dimensions and financial dimensions.

• You cannot edit the financial dimension value that is associated with a site.

The prerequisites for locking the financial dimension link are:

• A financial dimension link with the site inventory dimension must be established.

• The multisite functionality must be activated.

1. Click Inventory management> Setup> Posting> Dimension link.

2. Click the Lock linkbutton.

3. The program generates the Account dimension validationreport. This report lists any general ledger accounts that are used for inventory-related postings and that will override the value of the linked financial dimension that is selected in the Dimension linkform.

4. The program displays a dialog box stating that it will update the linked financial dimension value on all open transactions so that the linked financial dimension value matches the value that is specified for the site.

5. Click OK. The program updates all open transactions accordingly.

6. The Current status:button states that the financial dimension link is locked, and the color of the button is green.

Once the financial dimension link is locked, you can unlock it. When it is unlocked, you can perform the following tasks:

• Post transactions that carry both inventory dimensions and financial dimensions, even though the linked financial dimension value does not match the value that is specified for the site.

• Edit the value of the linked financial dimension on open transactions that carry both financial dimensions and inventory dimensions.

• Edit the financial dimension values that are set up in the Sitesform.

1. Click Inventory management> Setup> Posting> Dimension link.

2. Click the Unlock linkbutton.

3. The Current status:button states that the financial dimension link is active, and the color of the button is yellow.

When the financial dimension link is deactivated, the following conditions apply:

• The link between the site inventory dimension and the financial dimension is removed.

• The linked financial dimension is not assigned the dimension value that is specified for the site inventory dimension.

• You can select a different financial dimension to link to the site inventory dimension.

1. Click Inventory management> Setup> Posting> Dimension link.

2. Click the Deactivate linkbutton.

3. The Current status:button states that the financial dimension link is inactive, and the color of the button is red.