Dimension Task Period Relation

The Dimension Task Period relation holds the same fields and information and works similarly to the existing functionality of dimension periods, but with the addition of the new Task Name field where the finance entries were posted.

You can use the field to aggregate the finance entries together with the dimensions. When a finance entry is posted, the amounts from it are added together with the other finance entries posted in the same fiscal year, and which share the same dimensions, company, and task.

You can use the dimension task period to easily search an overview of similar financial postings in the same fiscal year. When you create or update a dimension period, a dimension task period is also created or updated. If you do not use tasks, then the dimension task periods match the dimension periods.

Note that when a fiscal year is closed, the closing balance of the dimension task periods are aggregated to the year-end closing account. If no task is associated with year-end closing, the dimension task periods for the year-end closing account are only aggregated according to the dimensions and not tasks. Thus, the dimension task period of the year-end closing account becomes identical to the dimension period of the year-end closing account.