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360I am setting up a company for a psychological consulting practice, and they would like a line item such as "Talent Evaluation" with dimensions linked to it so they can define a "Position" and a "Candidate". For example, it would be something like an invoice to Client ABC where the line item is "Talent Evaluation" and the Position dimension is "HR Manager" and Candidate dimension is "John Smith". That way they can tell which task was performed for each position and candidate.
I went into the Dimensions window and set up the dimensions, but when I go to General Ledger Setup to define them as Global Dimensions, the two Global boxes as well as Shortcut Dimension 1 & 2 are all grayed out so I can't choose anything. I can only choose options for Shortcut Dimension 2-8. I am also not sure how to add the dimension columns to the sales order or invoice so that you can apply them per line item instead of per document without drilling into each line individually which adds a lot more clicks and doesn't provide visibility into which dimensions are assigned unless you drill into each line.
Thanks.
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