In Sage X3,dimension types are analysis codes that can be used to track costs, revenue, and quantities.
In various case, user wants to flow the dimension data to the SI/PI/WO transactions and its GL entries. So, to achieve this setup and functionality. Kindly follow below steps.
Below is the setup and working of the GL flow through Work order/ production tracking’s GL entry.
Steps:
- Check the dimension defined for Machine Work Center and Labor Work Center.
Navigate to: Work Centers -> Costing Dimension field
For Machine work Center:
-> Now jump to costing dimension screen and define the dimension there.
-> For labor Work Center: Follow the same step to define dimension:
2. Now Define the dimension in below screen and validate it .
Navigate to : Setup -> Manufacturing -> Entry transaction -> Production tracking
3. Now define the dimensions in default dimension screen
Navigate to: Setup -> Financial -> Accounting Interface -> Default Dimension
For below codes define default dimension in below highlighted field.
- MFO
- MFOAUT
- MKOLAB
4. After setting above setup, the dimension field will display in production tracking screen.
5. Now to check the dimension flow to GL. Create below transactions.
6. Create Work Order: ‘WO240006’.
7. Create Production Tracking: ‘PIIC2401MTK006’.
8. Close the Work Order ‘WO240006’.
9. Post the Work Order from WIP Posting.
10. Journal will get create ‘WIP240000003’.
11. Now check the Journal and you will see dimensions flow.
As, we can see with all the above setup and flow , dimension got reflected in GL entries through their respective transactions(Work Order/Production Tracking).
In this way, we can setup the parameters for flowing dimensions to GL entries.
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