This document introduces how to update MILL dimension in Purchase Invoice before post.
Dimension Setup
Confirmed that dimension "AGENT" is unnecessary for CNAU but dimension for MILL is needs for the reporting purpose. In this case, change dimension from AGENT to MILL is more appropriate for CNAU.
Steps below for change the Dimension.
(1) Go to "Dimension" and then change Code for "AGENT" to "MILL" **NOTE: only allow change if the dimension for AGENT is not associated to any record)
(2) Click action button Dimension Values and then enter the Dimension Value for MILL
(3) Go to General Ledger Setup - check the mapping for Shortcut Dimension 5 code. Changed from "Agent" to "MILL"
(4) Go to Vendor, assign the MILL Dimension and set "Code Mandatory" for Value Posting
Order Processing
(1) Create Sales Order - process remain no change (NOTE: dimension for VENDOR and
(2) Create Drop Shipment PO from the Order, dimension for MILL to be attached to the PO according to the Vendor Card.
Assumption: 1 PO related to 1 SO. MILL in PO is in header level. Will not have different MILL on the Purchase Line.
2.1 in PO, MILL and MILL dimension to be default from the Vendor Card. If user change MILL on the PO, user must change the MILL dimension accordingly.
(3) Create Group Shipment
Assumption: User will not change MILL dimension in Group Shipment. MILL should be defined in Purchase Order when it created for the SO.
Case 1 - if same default MILL dimension in Vendor Card
- When Click Post All Document in Group Shipment. The dimension for MILL to be attached in Purchase and Trade Creditors entries accordingly.
Case 2 - if MILL dimension in Purchase Order is different with Vendor Card
- Change dimension value for MILL in Purchase Order
- Use "Correct Dimensions" function to change the Dimension Value for MILL after Group Shipment Posting by use "Post All Document
Steps below to correct the dimension
1) Enter the Description for future reference
2) Select Update Analysis View if Analysis view is setup in your company.
3) Select the new dimension value e.g. change MILL dimension value from M00037 to M00033, other dimensions remain no change.
4) Select Add Related Entries if needs. System will add the related entries for correct the dimension at the same time
5) Click action button "Run"
6) In Run Dimension Correction dialogue, select Run Immediately if you want to correct the dimension immediately. Alternatively, system will run the batch job according to the scheduling parameters according to the configuration in below.
7) Click OK to run.
After run the Dimension Correction job, MILL is changed on the entries.
IMPORTANT NOTE: since the dimension value is the key for link up all related documents it related to the Sales Order. Please be careful before change.
