Posted Transactions & Documents
Use this addon to add or change dimensions on either posted transaction or posted documents. This is especially helpful when users accidently forget a dimension or assign the wrong dimension. You can update any transaction with a new or updated dimension without going through the long, tedious process of reversing the transaction or document, and making a new, corrected one.
Update dimensions on a posted sales invoice.
New Dimensions on Historical Transactions
This addon can also add a dimension to a customer, item, or vendor, then update the historical ledger entries, so you can then run analysis and reports on the new dimension for that entity. For example, if you would like to see your sales by sales channel, you could update your customers with their corresponding dimension, run the process to the sales data with the new transaction, and analyze your sales by the new sales channel.
Add a new dimension on a customer, and then update the historical transactions.
When users make changes to dimensions, a complete history of the change is retained. All historical information is available including:
- When the change was made
- Who made the change
- What it was before it was changed
- What it was change to
If a dimension value was changed in error, an “Undo” function is provided, which creates a reversing entry and restores the original values.
User may opt to prevent changes to data in “Closed Periods”.
Ease of Use
By using Dimension Management, you can extend your analysis and reporting by updating dimensions, and save time and effort by updating old transaction with correct dimensions.