Setting up a link between a financial dimension and the site inventory dimension enables a company to produce profit and loss figures per site. Use the following procedures to configure and manage financial dimension links for your sites.

  • Set up a financial dimension link to a site

  • Activate the financial dimension link

  • Lock the financial dimension link

  • Unlock the financial dimension link

  • Deactivate the financial dimension link

Note Note

The configuration key must be enabled to carry out these tasks.


Set up a financial dimension link to a site

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 > > > .

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

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

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

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

Activate the financial dimension link

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 Note

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


  1. Click > > > .

  2. In the field group, click the button.

  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 Note

    The transactions are updated even if the resulting set of financial dimensions is not a valid combination that is set up in the .This step is the same as running the batch job, which you can access at > .


  5. The program generates the report, which you can access at > > . 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 form.

  6. The button states that the financial dimension link is active, and the color of the button is yellow. The field is unavailable.

Lock the financial dimension link

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 > > > .

  2. Click the button.

  3. The program generates the report. 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 form.

  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 button states that the financial dimension link is locked, and the color of the button is green.

Unlock the financial dimension link

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 form.

  1. Click > > > .

  2. Click the button.

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

Deactivate the financial dimension link

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 > > > .

  2. Click the button.

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

See Also