{"id":84,"date":"2018-08-23T13:46:19","date_gmt":"2018-08-23T12:46:19","guid":{"rendered":"http:\/\/sagefinancialsknowhow.com\/?p=84"},"modified":"2018-12-10T16:31:44","modified_gmt":"2018-12-10T16:31:44","slug":"dimensions-in-sage-financials-explained","status":"publish","type":"post","link":"https:\/\/sagefinancialsknowhow.com\/dimensions-in-sage-financials-explained\/","title":{"rendered":"Dimensions in Sage Financials explained"},"content":{"rendered":"<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-86 size-full\" src=\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2018\/08\/8736e88f-46f8-44ef-86f9-5eae5aca4ab7.jpg\" alt=\"Sage Financials help\" width=\"938\" height=\"380\" srcset=\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2018\/08\/8736e88f-46f8-44ef-86f9-5eae5aca4ab7.jpg 938w, https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2018\/08\/8736e88f-46f8-44ef-86f9-5eae5aca4ab7-300x122.jpg 300w, https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2018\/08\/8736e88f-46f8-44ef-86f9-5eae5aca4ab7-768x311.jpg 768w\" sizes=\"(max-width: 938px) 100vw, 938px\" \/><\/p>\n<p>When I started working with Sage Financials (Sage Live in those days) Dimensions seemed to popup in the oddest of places. One reason I found is so hard to get my head around them is that there are actually THREE different kinds of Dimension.<\/p>\n<h3 class=\"null\">Analysis Dimensions<\/h3>\n<p>These are the easiest to understand &#8211; they work like \u2018Department Codes\u2019 but you can have as many as you want. You use these to analyse your expenses and revenue. \u2018Projects\u2019 is a good example where you could group sales invoices, with salary costs, expenses, purchase invoices. &#8216;Department&#8217; could be used to analyse the costs by department.<\/p>\n<p>The &#8216;Dimensions&#8217; describe the kind of data, and the &#8216;Dimension Tag&#8217; the value.<\/p>\n<ul>\n<li>&#8216;Department Code&#8217; is a\u00a0<em>Dimension<\/em><\/li>\n<li>&#8216;Sales Department&#8217; is a\u00a0<em>Dimension Tag<\/em><\/li>\n<\/ul>\n<p><a href=\"https:\/\/players.brightcove.net\/1180526826001\/default_default\/index.html?videoId=5970195053001\">Here is a great video from Sage that describes these kind of Dimensions<\/a>.<\/p>\n<h3 class=\"null\">Configuration Dimensions<\/h3>\n<p>These are used extensively in Sage Financials to setup the configuration. Examples include \u2018Payment Type\u2019 \u2018Bank Takings Item Type\u2019, \u2018Payment Terms\u2019<\/p>\n<h3 class=\"null\">Balance Dimensions<\/h3>\n<p>Dimension Tags can be \u2018posted to\u2019 like Ledger Accounts, but you don\u2019t need double entry. Here is a simple example showing the postings for a Sales Invoice.<\/p>\n<table border=\"1\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td>\n<h4>Sales Invoice Postings<\/h4>\n<\/td>\n<td>Db<\/td>\n<td>Cr<\/td>\n<\/tr>\n<tr>\n<td>1100 Debtors Control Account\u00a0<em>BS<\/em><\/td>\n<td>Total Amount<\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td>2200 Sales Tax Control Account\u00a0<em>BS<\/em><\/td>\n<td><\/td>\n<td>Tax Amount<\/td>\n<\/tr>\n<tr>\n<td>4000 Equipment Sales\u00a0<em>P&amp;L<\/em><\/td>\n<td><\/td>\n<td>Amount<\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #ad1111;\"><em>Dimension tags:<\/em><\/span><\/td>\n<td><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #ad1111;\">Sales Invoice Number<\/span><\/td>\n<td><span style=\"color: #ad1111;\">Total Amount<\/span><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #ad1111;\">Customer<\/span><\/td>\n<td><span style=\"color: #ad1111;\">Total Amount<\/span><\/td>\n<td><\/td>\n<\/tr>\n<tr>\n<td><span style=\"color: #ad1111;\">Analysis Dimensions (eg Project)<\/span><\/td>\n<td><span style=\"color: #ad1111;\">Amount<\/span><\/td>\n<td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u2018Sales Invoice Number\u2019 is a Dimension, and the Tag will be the invoice number (eg: INV-00123). This posting will leave the Tag &#8216;INV-00123&#8217; with a Db balance. Its the\u00a0<em>balance\u00a0<\/em>on the\u00a0<em>Tag\u00a0<\/em>that tells\u00a0Sage Financials if an invoice has been paid or not.<\/p>\n<p>Similarly the \u2018Customer\u2019 Dimension Tag (eg &#8216;ACME&#8217;) will hold how much a customer owes you. And when you raise a payment journal, or use &#8216;Bank Matching&#8217; the balance on the Tags will be credited to zero.<\/p>\n<p>The &#8216;Project&#8217; Dimension Tag (eg: &#8216;Marketing plan for ACME&#8217;) is an\u00a0<em>Analysis Dimension<\/em>\u00a0and will hold the Amount (excluding VAT) so combined with purchase invoice postings can be used to measure the profitability of the project.<\/p>\n<p><strong>I hope\u00a0you found this useful, and please\u00a0<a href=\"http:\/\/eepurl.com\/dxW1z1\" target=\"_blank\" rel=\"noopener\">register to receive regular updates from Sage Financials<em>knowhow<\/em><\/a>.\u00a0<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When I started working with Sage Financials (Sage Live in those days) Dimensions seemed to popup in the oddest of places. One reason I found is so hard to get my head around them is that there are actually THREE different kinds of Dimension. Analysis Dimensions These are the easiest to understand &#8211; they work <a href=\"https:\/\/sagefinancialsknowhow.com\/dimensions-in-sage-financials-explained\/\" rel=\"nofollow\"><span class=\"sr-only\">Read more about Dimensions in Sage Financials explained<\/span>[&hellip;]<\/a><\/p>\n","protected":false},"author":1,"featured_media":86,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[4],"_links":{"self":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/84"}],"collection":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/comments?post=84"}],"version-history":[{"count":0,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/84\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media\/86"}],"wp:attachment":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media?parent=84"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/categories?post=84"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/tags?post=84"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}