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This article shows how to set up financial dimension default templates. The templates can be used to quickly distribute amounts on source documents.
- Go to General ledger > Chart of accounts > Dimensions > Financial dimension default templates.
- Select New.
- In the Template ID field, enter a Template ID.
- Enter the percentage for the first dimension values.
- Enter the financial dimension values that correspond to the percent entered.
- Select Add.
- Enter another percent for the next dimension values. For this example, enter a percentage so there's less than 100% allocated.
- Enter the financial dimension values that correspond to the percent entered.
- Select Add.
- Enter another percent to make the total percent equal to 100%.
- Enter the financial dimension values that correspond to the percent entered.
- Select Save.