Actions
This section shows the Actions available in the Dimension Groupings workspace.
Top Tab
| Field | Description |
|---|---|
| Get Suggested Grouping | This action is only available for grouping level structures involving G/L dimension types, that is, the “Company,” “Account,” “Location,” “Entity,” “Project,” “Purpose,” “Spec. 1-3,” and “Local Spec. 1-3.” When you select this action, Maconomy automatically retrieves a grouping level structure based on the relevant dimension structure specified in the Structure submenu of the G/L menu.
Additionally, the Job Cost dimension “Activity” can be used for setting up a grouping level structure. When you select the Get Suggested Grouping action for this dimension, a grouping level structure is created. This structure shows all relevant activities. |
| Update Sort Order | This action updates the sorting order based on the line number and the grouping fields. |
| Export | This action allows you to export your dimension grouping structure to a tab-separated text file. If you open the file in a spreadsheet application such as Excel, you can easily edit the grouping level structure for subsequent import back into the Dimension Groupings workspace. |
| Import | By selecting this action, you can import your previously exported tab-separated text file back into the Dimension Groupings workspace. The existing dimension grouping structure in the sub-tab will be fully replaced by the imported structure. |
| Get Missing Dimensions | If you select this action, missing dimension values (if any) will be retrieved into the Dimension Groupings workspace. The action is relevant if entries associated with the selected dimension type – for instance, one or more accounts – have been created in Maconomy after the initial retrieval of dimension values into the Dimension Groupings workspace. |
| Get from Reporting Hierarchy | This action allows you to retrieve a dimension grouping structure from a specific reporting hierarchy rather than letting Maconomy select the default structure based on the relevant dimension structure.
Please note that to perform this action, you must previously have selected the desired reporting hierarchy number in the “From Reporting Hierarchy No.” field in the tab. Additionally, to be able to retrieve grouping levels from a specific reporting hierarchy number, the selected reporting hierarchy number must include the dimension values associated with the selected dimension type for this dimension grouping header. |