Changing Global Dimensions

Jonathan2708

Hi,

My customer is considering changing the 2 global dimensions. I've a feeling this is quite a huge thing to do. Can anybody tell me in simple terms exactly what the effect is of running the batch job on for example customer default dimensions, ledger entry dimensions etc.

Many thanks,

Jonathan

kine

The job go through all tables where Global Dimension 1/2 Shortcuts exists and need to remove/change the values to correct new GD values. Than the Dimension Values entries are changed to have correct GD no.

ara3n

In GL Setup, under function, there is an option to change global dimension. This will take a while. The process modifies all the tables that have Global dim as a field.

Jonathan2708

Thanks for the reply.

So am I right in saying for each customer transaction the batch job will re-lookup the default dimension values from the customer card for the new global dimensions and apply them to the ledger entries?

Jonathan

kine

No, there will be no change in dimensions for cards and entries. Because main table for dimensions are saved in related tables like Ledger Entry Dimension, Default Dimension etc. The job just read the correct dimension value and save it into the SHortcuts on the card (item table, customer table etc.). It means that no dimensions per entry will be changed, just values in the entry itselfs will be changed to show you the correct dimension.

ara3n

Jonathan2708 wrote:

Thanks for the reply.

So am I right in saying for each customer transaction the batch job will re-lookup the default dimension values from the customer card for the new global dimensions and apply them to the ledger entries?

Jonathan

If you want to update historical dimension based on new default dim from customer, you'll need to write some through report to change the data.

raven44

question relating around this concept:
Eg.
Scenario revolves around dim vals on Items, say for instance we have 2 Items that had the same dim val - later on down the line we need to split this dims up across multiple dim vals (ie. old dim becomes obsolete). most of the tables can be updated by looking at the default dims from the item card BUT how would the G/L Entry be updated. Generally the 'total' G/L Entry would be created based on the total of the dimension for the lines

Item A - PCPART - 10
Item B - PCPART - 20

[
GL Entry - PCPART - 30
Contra - - -30
]

requires a change to

Item A - KEYBOARD
Item B - MOUSE

[
GL Entry - KEYBOARD - 10
GL Entry - MOUSE - 20
Contra - - -30
]

Recommendations on this?

ara3n

You need to reverse the original entry and post new entries.

Things will get even harder when you look at COGS account.

raven44

Thanks ara3n, that was my initial thought - to reverse.
But there are alot of posted entries and I guess reversing all of them wouldnt be a feesable solution for them, hence why we looking into a development fix.
Any ideas ontop of this?

idiot

Dimensions have no financial implications & the fix is rather simple.
I recommend doing in a test environment to see the effect 1st.
For historical dimensions off hand I can only remember tables posted document dimension, ledger entry dimension...

ara3n

If he wants to split one dimension into two, he will certainly make new gl entries, and many companies run financial reporting based on dimensions.