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Accounting Dimension

Create and edit accounting dimensions to be used in dimensional reports.

Organization Dimension

File:WS519.png
Organization Dimension

Create and edit organizational dimensions to be used in the dimensional reports.

  • Organization : Organizational entity within client
  • Search Key : A fast method for finding a particular record.
  • Name : A non-unique identifier for a record/document often used as a search tool.
  • Description : A space to write additional related information.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Summary Level : A means of grouping fields in order to view or hide additional information.
  • Client : Client for this installation.

Sales Region Dimension

Create and edit sales regions dimensions to be used in the dimensional reports.

  • Organization : Organizational entity within client
  • Search Key : A fast method for finding a particular record.
  • Name : A non-unique identifier for a record/document often used as a search tool.
  • Description : A space to write additional related information.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Summary Level : A means of grouping fields in order to view or hide additional information.
  • Sales Representative : The person in charge of a document.
  • Sales Region : A defined section of the world where sales efforts will be focused.
  • Default : A value that is shown whenever a record is created.
  • Client : Client for this installation.

Acitivity Dimension

Maintain Acitivity Accounting Dimension Tree

  • Organization : Organizational entity within client
  • Search Key : A fast method for finding a particular record.
  • Name : A non-unique identifier for a record/document often used as a search tool.
  • Description : A space to write additional related information.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Summary Level : A means of grouping fields in order to view or hide additional information.
  • Help/Comment : A comment that adds additional information to help users work with fields.
  • Client : Client for this installation.
  • Activity : A distinct activity defined and used in activity based management.

Project Dimension

Create and edit projects dimensions to be used in the dimensional reports.

  • Organization : Organizational entity within client
  • Search Key : A fast method for finding a particular record.
  • Name : A non-unique identifier for a record/document often used as a search tool.
  • Project Type : Project Type is a template of a common project.
  • Description : A space to write additional related information.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Summary Level : A means of grouping fields in order to view or hide additional information.
  • Project : Identifier of a project defined within the Project & Service Management module.
  • Warehouse : The location where products arrive to or are sent from.
  • User/Contact : An acquaintance to reach for information related to the business partner.
  • Standard Phase : One section or part of a project which is potentially made up of one or many tasks.
  • Sales Representative : The person in charge of a document.
  • Sales Campaign : An advertising effort aimed at increasing sales.
  • Real End Date : The date that a task, process, or action is to be completed or delivered by.
  • Project Category : Project Category
  • Project Balance : Total Project Balance
  • Processed : A confirmation that the associated documents or requests are processed.
  • Price List Version : A price list with a specified validity range.
  • Price Ceiling : An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations.
  • Planned Quantity : The expected or provisional quantity to be involved for a transaction line.
  • Planned Margin : The expected or provisional margin to be earned due to this transaction.
  • Planned End Date : The planned end data is when a contract is registered into the application.
  • Planned Amount : The monetary sum expected to be involved for a transaction line.
  • Payment Terms : The setup and timing defined to complete a specified payment.
  • Partner Address : The location of the selected business partner.
  • Order Reference : A reference or document order number as listed in business partner application.
  • Legally Binding Contract : Is this document a (legal) commitment?
  • Invoice Quantity : The total number of a product included in an invoice to a business partner.
  • Invoice Amount : The monetary sum that is invoiced for a specified item or service.
  • Generate Order : Generate Order from Project
  • Currency : An accepted medium of monetary exchange that may vary across countries.
  • Copy Details : Copy Lines/Phases/Tasks from another existing project
  • Contract Quantity : The maximum legal quantity for a project.
  • Contract Amount : The maximum legal monetary price a project may be billed for.
  • Comments : A space to write additional related information.
  • Close Project : Close Project
  • Client : Client for this installation.
  • Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

Business Partner Dimension

Create and edit business partner dimensions to be used in the dimensional reports.

  • Organization : Organizational entity within client
  • Search Key : A fast method for finding a particular record.
  • Commercial Name : Commercial Name of the Business Partner
  • Description : A space to write additional related information.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Summary Level : A means of grouping fields in order to view or hide additional information.
  • Client : Client for this installation.
  • Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

Product Dimension

Create and edit products dimensions to be used in the dimensional reports.

  • Organization : Organizational entity within client
  • Search Key : A fast method for finding a particular record.
  • Name : A non-unique identifier for a record/document often used as a search tool.
  • Description : A space to write additional related information.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Summary Level : A means of grouping fields in order to view or hide additional information.
  • Weight : Weight of a product
  • Volume : Volume of a product
  • Verify BOM : Verify BOM Structure
  • Units Per Pallet : Units Per Pallet
  • UPC/EAN : A bar code with a number to identify a product.
  • UOM : A non monetary unit of measure.
  • Tax Category : A classification of tax options based on similar characteristics or attributes.
  • Storage Bin : A set of coordinates (x, y, z) which help locate an item in a warehouse.
  • Stocked : Organization stocks this product
  • Shelf Width : Shelf width required
  • Shelf Height : Shelf height required
  • Shelf Depth : Shelf depth required
  • Sales Representative : The person in charge of a document.
  • Sale : An indication that an item may be sold by a business partner.
  • SKU : A "stock keeping unit" used to track items sold to business partners.
  • Purchase : An indication that an item may be purchased by a business partner.
  • Product Type : An important classification used to determine the accounting and management of a product.
  • Product Category : A classification of items based on similar characteristics or attributes.
  • Product : An item produced by a process.
  • Print Details on Pick List : Print detail BOM elements on the pick list
  • Print Details on Invoice : Print detail BOM elements on the invoice
  • Image URL : An address for the product image which can be accessed via internet.
  • Help/Comment : A comment that adds additional information to help users work with fields.
  • Guaranteed Days : Number of days the product is guaranteed or available
  • Freight Category : A classification used to help calculate shipping company freight amounts.
  • Download URL : URL of the Download files
  • Discontinued by : The name of the person who discontinues an item.
  • Discontinued : A statement mentioning that this product will no longer be available on the market.
  • Description URL : An address for the product description which can be accessed via internet.
  • Comments : A space to write additional related information.
  • Client : Client for this installation.
  • Classification : The Classification can be used to optionally group products.
  • Bill of Materials : Bill of Materials
  • BOM Verified : The BOM tree has been verified
  • Attribute Set Value : An attribute associated with a product as part of an attribute set.
  • Attribute Set : A group of attributes which are assigned to a selected product.

Campaign Dimension

Maintain Marketing Campaign Accounting Dimension Tree

  • Organization : Organizational entity within client
  • Search Key : A fast method for finding a particular record.
  • Name : A non-unique identifier for a record/document often used as a search tool.
  • Marketing Channel : Sales Channel
  • Description : A space to write additional related information.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Starting Date : A parameter stating when a specified request will begin.
  • Sales Campaign : An advertising effort aimed at increasing sales.
  • Ending Date : A parameter stating when a specified request will end.
  • Costs : Costs in accounting currency
  • Client : Client for this installation.
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