G/L Account Dimensions | How To Create and Apply Dimension Posting | Part-1 - video Dailymotion

Freelancer Madhavi

📢Problem Vs. Solution:-  💁Problem is... Limited Dimension options are Available?  💁Solution is... Use the inbuilt feature of G/L Account Dimensions. 🔷🔷🔷🔹🔹🔹🔷🔹🔹🔹🔷🔹🔹🔹🔷🔹🔹🔹🔷🔷🔷 ➡️Know the super easy Concept of... G/L Account Dimensions ✅ 🔷This feature or option is refers to how Dimensions are used to categorize and analyze financial data during the Posting Process.  🔹Users can set up Dimensions on master data like; customers and vendors, which then default to new Entries like sales or purchase documents.  🔹These Dimensions can be manually entered, automatically populated, or blocked to ensure accurate Reporting and Analysis. -----------------------------------------------

Transcript

00:00Hello friends, welcome to my channel, I am Kalansi Madhvi and today I am going to discuss

00:24the generalizer setup and dimension limited dimensions. Limited dimensions means that you have

00:39the dimensions of the options are limited. Generalizer setup and you will need limited dimensions

00:49If you click on the tab, you will get limited to 8 dimensions

00:54which are 2 of your global and short cut

00:57So what will your global dimensions be?

01:02If you use the first navigation concept, you can understand header and line tables

01:08You will get according to header and line tables

01:12and you will get full page

01:14Global dimensions are different

01:16The short cut dimensions are available to vouchers, journals, and pages

01:23So this is a difference between global and short cut dimensions

01:31The short cut dimensions are available to vouchers and journals

01:37You will not get the standard invoice pages

01:43You will not get the standard invoice

01:45You will not get the standard invoice

01:47So now we think that

01:50I have limited to the things

01:52I have limited to the business requirements

01:56They are not complete

01:58Like I have 8 options

02:00There are 2 of your global dimensions

02:02These are 2 of your global dimensions

02:04These are 2 of your short cut dimensions

02:05If you work in short cut dimensions

02:07Because these dimensions are available to vouchers and journals

02:09Those are available to vouchers and journals

02:11So if you use the standard invoice

02:14If I have a different condition

02:17If I have not found according to journals, vouchers

02:20and then this is global. So, this is why we can use the shortcut dimension in the shortcut dimension.

02:29Now, when it is used, it will be multi-purpose. Now, you can see the header and line tables in invoice pages.

02:40You can see the header and line tables in invoice pages, format, invoice, order, item related screens.

02:51You can see the header and line tables in this kind of combination of header and line tables.

02:54So, you can see the global line tables.

02:56And when it is a shortcut, you can see the voucher and general pages lines.

03:00You can see the header and general lines.

03:04So, you can see the voucher lines and journal lines.

03:09In journals, you can see the journal, payment journal.

03:14You can see the journal template.

03:16So, when you get these things,

03:21you can see how much you can use it.

03:286.

03:29You have just 6.

03:311, 2, 3, 4, 5, 6, 7.

03:33You have to count 3.

03:35So, you have only 6.

03:38Now, if you look at the department and customer groups,

03:42you can see the purchaser, business group, area, sales campaign, person.

03:48So, other than, you can see the global and short cut repetitive.

03:52You can see the other than you can see the other than you can see.

03:55So, you can see the other than you can see the bulk of the dollar and market.

03:56You need to boycott a lot.

03:57That's a method you can see.

03:58But, I think it's about 8% for your tax rate.

04:00I think needs to deal more and more.

04:01I think that it is about 8% for the tax rate.

04:02any damage to the damage

04:05To allocation

04:06What can we do

04:09To do the Charter of Account

04:12Charter of Account

04:15We can check out

04:17Charter of Account

04:18We can check out salary payable

04:21or impressed account

04:24This is the same

04:28So, what happens in this situation is that we normally use employee-related dimensions to employee-related.

04:37So, what do we need to do with dimensions?

04:41We need to go to the dimensions tab.

04:45We need to check the dimensions where we can put the dimensions inside.

04:58Click the G-E-A Account.

05:09I am going to select the H אל-E-A Account.

05:11This button, this is the Dimension Multiple.

05:16Single, Multiple, Single.

05:20If I want to select one side, E-A Awareness.

05:26employees to put salaries, so when I use a salary for a voucher entry or general,

05:35I will take a salary to bank, salary to cash,

05:41so in that situation, what do you think?

05:45I will give a salary for a payable time,

05:51so when you use payable,

05:54Yeah, what do we do?

05:56We distribute the salary.

05:58Impressed account, salary payable, welfare account.

06:01What do we do first?

06:05The dimensions.

06:08Let's see the dimensions in the list.

06:16The dimensions in the list,

06:19if you don't make it,

06:21then you can make it.

06:24If you don't make it,

06:26if you don't make it,

06:28if you don't make it,

06:30then you can make it.

06:32If you don't make it,

06:34if you don't make it,

06:36then you can make it.

06:38Let's search for dimensions.

06:40There are many options.

06:44This is your creation screen.

06:46The dimensions are written.

06:48Now,

06:50if you want to make it,

06:52you can make it.

06:54You can make it.

06:56You can make it.

06:58You can make it.

07:00You can make it.

07:02You can make it.

07:04You can make it.

07:06You can make it.

07:08You can make it.

07:10You can make it.

07:12You can make it.

07:14Now,

07:16I will tell you the values.

07:18You can check the values.

07:20Now,

07:22you can make it.

07:24You can make it.

07:26You can make it.

07:28You can make it.

07:30You can make it.

07:32You can make it.

07:34You can do it.

07:36You can make it.

07:37There are many employees.

07:38There are many employees.

07:40So,

07:54if we do not have to do this code,

07:56we will also give you the system errors.

07:58That's it?

08:00In this way, you will need capital in the description because you don't have the auto in the description.

08:11Now, I have 3 values. Employee code 1, 2, 3.

08:16Now, if you want to make a combination of begin and end total, you don't need to make a sum total.

08:27Now, I will make a lot of people. I will give you how to make it.

08:33Click the new button.

08:37It is not necessary to make it like this.

08:41You need to know that it is on the top, so you can start and end.

08:46You can create a chart of account, but it is not like this.

08:52If you want to make a heading, then you can make a heading.

08:55If you want to make a title, then you will depend on how to make it.

09:00If you want to make an ascending order,

09:04then you need to give a max number.

09:07If you want to make a max number, then you can make it.

09:10Click the target, then you can make it.

09:15And you can make it according to the target.

09:19You can make it like this.

09:21You can make it like this.

09:22You can make it like this.

09:23Then you can make it like this.

09:25You can make it like this.

09:27If you want to make a heading, then you can make it like this.

09:32you can make it on the top of the page.

09:34You can make it on the top of the page.

09:36You should make it on the top of the page.

09:40You can make it on the page.

09:42You can make it on the page.

09:44But if you want to make it on the page,

09:48you can see that

09:50we are making the employee code.

09:52So, this is my heading.

09:54Okay?

09:56Employees

10:00Dimensions.

10:02These are heading.

10:04if you use multiple utl

10:08and subtl

10:15then you have a single utl

10:17so they have a total

10:20because you get the same here,

10:20then you can add some total.

10:21This is true to the birth.

10:23That doesn't have multiple maths

10:24No, but the original total,

10:26then you be finished.

10:27You can just show how your totaling is replaced

10:29and you can see the totaling of the totaling

10:32EMP001

10:34so you have to tell the end total

10:37EMP001

10:40last target

10:42max to max employees

10:44you should give them

10:46you should keep growing

10:48so this is finished

10:50you should sum from here to here to here

10:51you should sum

10:53so when you put this report

10:55for dimension analysis

10:57it will work well

10:59so for the purpose of the report

11:01I have to decorate it

11:03you can say it

11:05indent

11:07dimension values

11:09where you can check

11:11where you use list

11:13where you use list

11:15where you use list

11:17simple database

11:19then you can show things

11:21what is the beginning total

11:23heading

11:25you can see

11:27the color

11:29blackish

11:31you can see

11:33when you use the dimension

11:35what will happen

11:37that you will take values

11:39so now

11:41employee code

11:43you can see

11:45you can see

11:47employees

11:49and you can see

11:51values

11:52inside the dimension

11:53you can see

11:55because we had to tell

11:56that

11:57there is a class

11:58which means

11:59employees

12:00and

12:01employees

12:02under

12:03multiple employees

12:04employee 1,2,3

12:05you can see

12:0750,000,000

12:08you can see

12:09you can see

12:11all the names

12:13but there is no code

12:15there is no duplicate

12:17so the code is unique

12:18and you can see

12:19role numbers

12:20so you can see

12:21this class

12:22and this is role numbers

12:23so you can see

12:24that

12:25we have to make it

12:26mandatory

12:27mandatory

12:28to make it

12:29mandatory

12:30to make it

12:31mandatory

12:32to make it

12:33mandatory

12:34to make it

12:35so now

12:36if you want to

12:37connect

12:38to make it

12:39to make it

12:40that

12:41if you want to

12:42call

12:43to make it

12:44that

12:45you can ask

12:46to ask

12:47if you have

12:49particular

12:50to call

12:51you

12:52and you have

12:53related

12:54entry

12:55to ask

12:56particular

12:57employee master

12:58employee

12:59employee

13:00master

13:01employee

13:02if

13:03use

13:04dimension

13:05you can

13:06use

13:07if

13:08employee

13:09card

13:10you can

13:11use

13:12then

13:13you can

13:14not

13:15need

13:16to

13:17fix

13:18the

13:19table

13:20use

13:21if

13:22you can

13:23use

13:24then

13:25you can

13:26enter

13:27until

13:28you can

13:29put

13:30the

13:31option

13:32and

13:33value

13:34code

13:35is

13:36in

13:37dimensions

13:38related

13:39to

13:40example

13:41we

13:42said

13:43that

13:44employee

13:45master

13:46will

13:47use

13:48so

13:49what

13:50do

13:51we

13:52say

13:53that

13:54if

13:55you

13:57have

13:58dimension

13:59values

14:00then

14:01you can

14:02get

14:03here

14:04code

14:05mandatory

14:06you can

14:07not

14:08fix

14:09but

14:10I

14:11say

14:12that

14:13code

14:14mandatory

14:15employee

14:16value

14:17when

14:18you

14:19have

14:20same

14:21name

14:22same

14:23name

14:24same

14:25name

14:26and

14:27same

14:28code

14:29code

14:30apply

14:31apply

14:32so

14:33here

14:34you can

14:35use

14:36code

14:37use

14:38not

14:39to

14:40use

14:41to

14:42use

14:43to

14:44use

14:45to

14:46use

14:47to

14:48use

14:49to

14:50use

14:51to

14:52use

14:53to

14:54use

14:55to

14:56use

14:57code

14:58apply

14:59apply

15:00so

15:01if

15:02you

15:04have

15:05employee

15:06table

15:07called

15:08general

15:09entry

15:10post

15:11and

15:12employee

15:13choose

15:14and

15:15entry

15:16post

15:17mandatory

15:18employee

15:19dimension

15:20value

15:21to

15:22entry

15:23post

15:24mandatory

15:25condition

15:26you

15:27can

15:28see

15:29here

15:30there

15:31is

15:32option

15:33allowed

15:34dimension

15:35value

15:36performed

15:37if

15:38you

15:39want

15:40to

15:41fix

15:42you

15:43can

15:44fix

15:45this

15:46way

15:47to

15:48allow

15:49to

15:50allow

15:51to

15:52allow

15:53value

15:54in

15:55future

15:56if

15:57this employee

15:58resigned

15:59or

16:00terminate

16:01then

16:02you

16:03unchecked

16:04and

16:05disallowed

16:06also

16:07disallowed

16:08and

16:09disallowed

16:10and

16:11disallowed

16:12and

16:13abuse

16:14not

16:15so

16:16you

16:17can

16:18allow

16:19values

16:20filter

16:21and

16:22you

16:23have

16:24to

16:25do

16:26you

16:27know

16:28employee

16:29heading

16:30and

16:31employee

16:323

16:33to

16:341

16:35000

16:36to

16:37disallowed

16:38to

16:39define

16:40that

16:41you

16:42can

16:43do

16:44if

16:45we

16:46don't

16:47want

16:48to

16:49use

16:50a table

16:51to

16:52use

16:53a table

16:54and

16:55we

16:56have

16:57a

16:58salary

16:59and

17:00we

17:01want

17:02to

17:03put

17:04a

17:05dimension

17:06to

17:07make

17:08single

17:09or

17:10multiple

17:11to

17:12update

17:13and

17:14here

17:15we

17:16have

17:17to

17:18choose

17:19this

17:20and

17:21update

17:22to

17:23update

17:24here

17:25and

17:26here

17:28we

17:29have

17:30already

17:31checked

17:32that

17:33if

17:34you

17:35use

17:36transaction

17:37you

17:38will

17:39take

17:40the

17:41transaction

17:42close

17:43to

17:44the

17:45entry

17:46to

17:47the

17:48table

17:49and

17:50the

17:51dimension

17:52to

17:53the

17:54value

17:55to

17:56the

17:57general

17:58entry

17:59to

18:00cash

18:01payment

18:02or

18:03bank

18:04payment

18:05to

18:06the

18:07bank

18:08transaction

18:09passed

18:10and

18:11asked

18:12that

18:13you

18:14have

18:15a

18:16value

18:17and

18:18you

18:19have

18:20to

18:21take

18:22that

18:23you

18:24have

18:25to

18:26get

18:27the

18:28salary

18:29to

18:30edit

18:31if

18:32you

18:33have

18:34permission

18:35to

18:37account

18:38button

18:39to

18:40single

18:41and

18:42then

18:43you

18:44have

18:45to

18:46take

18:47the

18:48code

18:49as

18:50as

18:51you

18:52have

18:53to

18:54use

18:55entry

18:56to

18:57go

18:58to

18:59employee

19:00dimension

19:01according

19:02to

19:03post

19:04to

19:05g

19:06account

19:07dimension

19:08to

19:09g

19:10account

19:11dimension

19:12to

19:13force

19:14that

19:15you

19:16have

19:17assigned

19:18to

19:19g

19:20dimension

19:21to

19:22this

19:23particular

19:24g

19:25dimension

19:26if

19:27you

19:28have

19:29fixed value

19:30to

19:31call

19:32but

19:33if

19:34you

19:35have

19:36a

19:37particular

19:38value

19:39to

19:40choose

19:41to

19:42choose

19:43you

19:44have

19:45g

19:46account

19:47dimension

19:48you

19:49can

19:50assign

19:51dimension

19:52to

19:53the

19:54dimension

19:55call

19:56and

19:57you

19:58can

19:59add

20:00dimension

20:01to

20:02multiple

20:03dimension

20:04to

20:05multiple

20:07dimension

20:08to

20:09see

20:10application

20:11here

20:13g

20:14account

20:15dimensions

20:16right

20:17dimension

20:18posting

20:19to

20:20g

20:21account

20:22dimension

20:23this

20:24is

20:25explained

20:26that

20:27standard

20:288

20:29dimension

20:30is

20:312

20:32repeat

20:33short

20:34dimension

20:35which

20:36you

20:37will

20:38need

20:39different

20:40dimensions

20:41for

20:42different

20:43centers

20:44or

20:45values

20:46restrictions

20:47as a

20:48dimension

20:49to

20:50post

20:51that

20:52you

20:53have

20:54different

20:55dimensions

20:56to

20:57choose

20:58first

20:59you

21:00dimension

21:01table

21:02go

21:03to

21:04new

21:05create

21:06dimension

21:07and

21:08what

21:09do

21:10that

21:11you

21:12have

21:13in

21:14that

21:15you

21:16have

21:17particular

21:18dimension

21:19code

21:20assign

21:21now

21:22when

21:23you

21:24post

21:25the system

21:26asks

21:27bank

21:28payment

21:29entry

21:30post

21:31now

21:32salary

21:33payable

21:34impressed

21:35account

21:36well-peer

21:37account

21:38salary

21:39or

21:40traveling expenses

21:41or

21:42advance

21:43payment

21:44of

21:45salary

21:46in

21:47case

21:48you

21:49need

21:50document

21:51number

21:52manual

21:53if

21:54it

21:55is

21:56a

21:58normal

21:59entry

22:00rate

22:01you

G/L Account Dimensions | How To Create and Apply Dimension Posting | Part-1

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