Global Dimension code in G/L Setup can be changed

You can change the Global Dimension 1 and Global
Dimension 2 at the General Setup. Once the Global
dimension is changed, Navision will update all related
posted entries with the new dimension. This process
will take some time.

Global Dimension and Shortcut Dimension

You can define the 2 most frequently used dimension at the General Ledger Setup window. To open the General Ledger Setup window, Click FINANCIAL MANAGEMENT --> GENERAL LEDGER --> SETUP --> GENERAL LEDGER SETUP. Click on the Dimension tab. You can define your global dimension here. Besides the 2 Global Dimensions, Navision also have 8 Shortcut Dimension. The first 2 shortcut dimensions are the same with the 2 Global Dimensions. Therefore, users still can define another 6 dimensions as the shortcut dimensions. Shortcut dimensios will appear at the subform while doing data entry to let users select the dimension easily.

Default Dimension

There are 3 types of dimensions:
1) Dimension - Single: Single Account
2) Dimensions - Multiple: Multiple Account
3) Account Type Default Dimensions: All Account

Dimension - single
Dimension - Single is used in account card such as customer card. to access the Customer Dimension, click CUSTOMER -> DIMENSIONS. Fields in Default Dimensions window are:
1) Dimension Code
2) Dimension Value Code
3) Value Posting
---> Blank - no restriction
---> Code Mandatory - Navision will check that entry contains dimension value during posting but the dimension can accept any values
---> Same Code - Navision will check to make sure that the entry will have the same dimension value in the Default dimension value during posting
---> No Code - Navision will check that entry does not have dimension code during posting


Dimension - Multiple
1) Besides assigning 1 default dimension to 1 customer card at a time, you can also assign the same default dimension to a group of customers at a time.

2) You can achieve this by assigning the dimension values in a groups of customer at the Customer list

3) At the customer list, highlight the group of customers that you want to assign default dimension value. Click on the CUSTOMER -> DIMENSIONS -> DIMENSIONS-MULTIPLE

4) The above steps can also be applied to other account types such as vendor, items and G/L Account



Account Type Default Dimensions
1) FINANCIAL MANAGEMENT -> SETUP -> DIMENSIONS -> DIMENSIONS to open Dimensions window

2) Select the dimension code that you want to create default dimension value and then click on the DIMENSION -> ACCOUNT TYPE DEFAULT DIMENSION

3) Select the appropriate table id in the Table ID field

4) key in the Dimension Value Code and Value Posting.

Dimension Combination

1) FINANCIAL MANAGEMENT -> SETUP -> DIMENSIONS -> DIMENSION COMBINATIONS

2) used to restrict the use of a particular dimension combinations

3) Can have 3 options
a) blank
- default setting
- dimension combination is allowed
b) limited
- dimension combinatino is only allowed under certain circumstances
- must click on the assist button to define what combination is not allowed.
c) blocked
- cannot have this dimenstion combination

Dimensions and Dimension Values

Dimension is a marker entered together with transaction records to group similar record with similar data together for analysis purposes. You can you do simple analysis by using one dimension or more complex analysis by tagging several dimension to a record.

Before you can use Dimension in Navision, you must first setup the Dimensions and Dimension Values accoding to you company business requirement. Dimension can be setup from
FINANCIAL MANAGEMENT ->SETUP -> DIMENSIONS -> DIMENSIONS

Important fields in the Dimension Setup table include:
1) Code - a reference field
2) Name - displayed Reports and Analysis View
3) Description - for information purpose only
4) Code Caption and Filter Caption - caption that appears in shortcut dimension field name 5) Blocked - prevent further posting using this dimension. Posted transaction will remain.
6) Map to IC Dimension Code - map to the dimension code in intercompany
7) Consolidation code - for consolidation

Each Dimension can have unlimited number of Dimension Values. Dimension Values can be created by:
1) Select the Dimension that you want to create Dimension Values.
2) Click on Dimension -> Dimension Values to open Dimension Value window

The important thing to take note here is the Dimension Value Type. Dimension Value Type is used to create hierarchical relationship and grouping betwen dimension values. There are 5 types of Dimension Values:
1) Standard
2) Heading
3) Total
4) Begin-Total
5) End-Total
Please note that only Standard and Begin-Total types can be posted.

Vendor Dimension Code Mandatory

If you set Dimension Value = Code Mandatorythen, then this dimension must have value when doing posting, but any dimension value is acceptable.

If you set Dimension value = code mandatory at Vendor card, you must specify a dimension value at purchase order header. If you specify at the purchase line but not at the header, you still not able to do posting.