Dimensions

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(Choose which Dimension you use)
 
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= Choose which Dimension you use =
 
= Choose which Dimension you use =
  
You can configure which Dimensions are used in your installation. You can choose some of them while initializing the Tenant ([[Setup the Client]]). Later you can configure them in the window "Accounting Schema" on tab "Accounting Schema Element". If you create a line with a type of one of the dimensions this dimension is used all over the program.
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You can configure which Dimensions are used in your installation. You can choose some of them while initializing the Tenant ([[Setup a Client]]). Later you can configure them in the window "Accounting Schema" on tab "Accounting Schema Element". If you create a line with a type of one of the dimensions this dimension is used all over the program.
 
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= Tips & Links =
 
= Tips & Links =

Aktuelle Version vom 26. August 2013, 13:34 Uhr

Dimensions are used to sort accounting facts. Some dimensions are "natural" fields for accounting facts (an accounting fact is one booking line of a financial transaction). Others are used for reporting and can e.g. represent cost centers. There are several dimensions that you can use:

  • Account
This Dimension is used in every kind of Accounting Schema - There is not Accounting Fact without an Account. So I think one should not delete this dimension's entry in the Accounting Schema Element tab by accident.
  • Organization
This Diemension should also be in every Accounting Schema. By standard it is marked as "balanced" so iDempiere assures that all accounting facts in one organization are in balance.
  • BPartner
This Dimension is also in every Accounting Schema. For every Accounting Fact that concerns a Business Partner (like e.g. an Invoice for a customer) a refernece to the Business Partner is written to this Dimension field in the Accounting Fact table.
  • Product
This Dimension is also in every Accounting Schema. For every Accounting Fact that concerns a Product (like e.g. an Invoice Line when selling Products) a reference to the used Product is written to the Dimension field.
  • From
It seems that this dimension field is set automatically from some Document types. If the Accounting Fact is connected to a ware movement it contains the Location where the ware comes from. e.g. for a Vendor Invoice this is the standard Vendor Location (or the one you choosed in the Invoice Document). You may choose this field for geographical sortings. Perhaps it is helpful for a customs duty declaration.
  • To
This field works like the From field.
  • OrgTrx
???
  • Activity
This Dimension refers to the Activity table. Activities consist of not more than a name and a description. You can use this Dimension free for your own purpose. (You can set a field "Summary Level" in a Activity. I don't know what this is for.)
If you create a Sales Invoice you can set this Dimension in the Invoice Window.
  • Campaign
This Dimension refers to the Campaign table. Campaigns contain slightly more fields than Activities (a marketing channel and more). You can use this Dimension free for your own purpose. (You can set a field "Summary Level". I don't know what this is for.)
If you create a Sales Invoice you can set this Dimension in the Invoice Window.
  • Sales Region
This Dimension refers to the "Sales Region" table. "Sales Region" contain one more field than Activities (a sales representative). You can use this Dimension free for your own purpose. (You can set a field "Summary Level". I don't know what this is for. But the "Sales Region" window shows a tree on the left side)
If you create a Sales Invoice this Dimension field is filled automatically with the value that you can enter in the "Location" tab of the Business Partner you use in the Invoice.
  • Project
This Dimension refers to the Project table. Projects contain much more fields than Activities. There is a extensive Project Management in ADempiere. (I did not use it yet so I can not tell more about this.) Regarding to CarlosRuiz you can use the Project Dimension for your own purpose if you want (like the other user definable dimensions).
If you create a Sales Invoice you can set this Dimension in the Invoice Window.
  • Sub Account
???
  • User Element 1
siehe User Element
  • User Element 2
identisch zu User Element 1
  • User List 1
siehe http://www.adempiere.com/Setup_Custom_Account_Combination_using_User_List
  • User List 2
identisch zu User List 1

There seems no way to create more than these Dimensions. Example: I could use a Dimension with cars for the car costs account, a Dimension with Employees for the personnel costs account etc. There seems no way to create a plenty of Dimensions for every kind of account. (One idea would be to use one of the above dimensions and use a long list with all entries of cars, employees, etc. - then we can somehow manage that the combo box only contains some of the entries depending on a base account used in the document.)


[Bearbeiten] Choose which Dimension you use

You can configure which Dimensions are used in your installation. You can choose some of them while initializing the Tenant (Setup a Client). Later you can configure them in the window "Accounting Schema" on tab "Accounting Schema Element". If you create a line with a type of one of the dimensions this dimension is used all over the program.

[Bearbeiten] Tips & Links

needle58 gave me the following link for cost centers/profit centers: http://www.compieresource.com/2008/10/cost-center-profit-center-service-center-in-compiere.html

He sespected that one can use more than the above dimensions with the help of trees. I do not know yet how trees are used.

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