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I am working on testing the Totals functionality of Financial Dimensions. The way that I understand this to work is that If I go to:
GL>Dimensions> Dimensions Value
- Select "Calculate totals from Multiple dimensions" and then click on the ∑ that I can indicate a range of dimension values that will add up to equal another dimension.
Dimension: Cost Center
I want dept 23 to be a value of dept 21, and dept 22.
I have Calculate totals from multiple dimensions set to yes for all 3. I have the ∑ value for 23 listed as below
I was going to test the functionality by creating GL transactions, using cost center 21, and 22, when I pull a TB, (using cost center as a dimension value) I would expect to see the total of the two dimensions. This is not the case. Additionally, I see that if I have the Calculate totals from multiple dimensions set to yes, I actually cannot chose the dimension in the GL journal. There is a note saying the dimension has to be set to "share" but I don't know where this setting is.
Can someone please help me understand how this function is supposed to work, and how to correct my settings?
Why do you need this 'old' functionality?
Totals of financial dimensions can easily and quickly been calculated with the help of the financial reporter.
What and where do you want to use it for?
Note: The trial balance list page does not show total accounts. For that reason, the only application I am aware of that uses them is the financial reporter. Yet, in the financial reporter that are easier ways to calculate totals.
This is good feedback. It is not a functionality I have ever used, but a client asked about it, so I was trying to test it out. They will not be using management report for reporting, so it seems that this process is irrelevant to them.
I think we need to create a separate dimension value for Total. Similar to the "Main Account" in chart of accounts where "Total" will not be used in transactions but it will fetch the values from the sub-component and add up for reporting.
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