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Finance | Project Operations, Human Resources, ...
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Link Financial dimension value to a procurement category

Posted on by 55

Dear all, 

Is there any way, to link a financial dimension value to a procurement category ? 

This is in order to get them filled by default at any PR or PO related to the procurement category. 

Thanks in advance. 

  • Deepak Agarwal Profile Picture
    Deepak Agarwal 148 on at
    RE: Link Financial dimension value to a procurement category

    Do you want to fill all the dimensions or you are looking for any specific dimension value. Surly it will need customization but just thinking of minimizing the customization.

  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Link Financial dimension value to a procurement category

    To my knowledge it is not possible to link financial dimension value to a procurement category.

    A possible workaround is setting up ledger accounts for each procurement category that you have and link those ledger accounts to a financial dimension by defining it as a fixed financial dimension value for the respective ledger account.

    Another way, as André said you can consider a customization.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    RE: Link Financial dimension value to a procurement category

    Hi Dalila,

    To be a able to achieve this, you would need a customization as there is no feature out of the box to link dimension values with procurement categories.

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