• Create a Customer Dimension and Sync Customer Master records to the dimension. This allows you to report on customer data directly from the General Ledger.
• Create a Vendor Dimension and Sync Vendor Master records to the dimension. This allows you to report on vendor data directly from the General Ledger.
• Create an Item Dimension and Sync Item Master records to the dimension. This allows you to report on Item data directly from the General Ledger.
• Link the Customer/Vendor/Item Dimension as a required default dimension (optional) from the master record it came from.

Link Customer Data to Dimensions:

• Customer Number
• Customer Posting Group
• General Business Posting Group
• Customer State
• Customer Country/Region

Link Item Data to Dimensions:

• Item Number
• Item Category
• General Product Posting Group
• Item Vendor Number
• Location Code

Link Vendor Data to Dimensions:

• Vendor Number

Link Resource, Salesperson, and Employee Data to Dimensions:

• Resource Number
• Resource Group
• Salesperson Code
• Purchaser Code
• Employee Name

Download Links

The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you have any questions, please reach out to [email protected].

Video - Product Demo

Auto Create Dimensions - Setup and Overview

Auto Create Dimensions - Toolbox Tuesday Episode 29

Auto Create Dimensions - Toolbox Tuesday Episode 18

Product Screenshots

Auto Create Dimensions Setup