You can define default dimensions for products, business partners, bank statements and reference payments to automate dimensioning. To be able to use default dimensions, receipts must be posted by rows.
When creating an invoice, the product’s default dimensioning is used, if it exists. If the product does not have default dimensioning, the business partner’s default is used, if it exists. If receipts are not posted by rows, the business partner’s default is used, if it exists.
In Usage settings, you can define whether the default dimensions of business partners and products are combined in invoices. This is done by selecting the Combine default dimensions option No or Yes. The default is No, i.e. the default dimensions are not combined.
If you want to combine the default dimensions, select value Yes and accounting of receipts is performed by rows. When creating invoices the product’s default dimensioning is now used, if it exists, and the default dimensioning of the business partner is used for dimensions, for which no default is found from the product.
For example, if the product is by default dimensions Project - P1 and Department - O1 and the business partner default dimensions Person - H1 and Department -O2, the dimensioning of the invoice without combining would be Project - P1 and Department - O1. When combining, the dimensioning becomes Project - P1, Department - O1 and Person - H1. The business partner’s default Department -O2 is not included, because the Department dimension comes from the product’s defaults.
The Default dimensions selection allows you to define which dimension is used for posting the business partner invoices. Dimensions are defined by selecting the dimension item or items from the drop-down menu and setting percentage shares for the items. The sum of the items must be 100%. To each dimension, you can define as many items as specified in the Usage settings section’s Amount of dimensions field or the amount of items specified to that dimension, if it is less.
By default, if receipts are posted by rows, and products are used which have default dimensioning, the product’s default is used in dimensioning. In the Company info the “Combine default dimensions” setting “Yes” determines that the default dimensioning of the product is used if it exists and the default dimensioning of the business partner is used for dimensions that have no default in the product information.
The Balance values button automatically calculates a value for the last selected item, which balances the sum of the items’ percentages within the dimension to 100%.
The Clear values button clears all default dimension specifications of the business partner.
The Add item button allows you to add an item to the selected dimension in the register. The Add item is only shown if the user has full rights to the accounting basic data.