Product documentation
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    Financial Dimensions
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    The following financial dimensions have been added to the counter sales solution:

    This makes it possible to add these dimensions as segments to your Account structures. These dimensions will be automatically initiated when the payment transactions are posted to the ledger from the payment registration form.

    The dimensions are merged in this order:

    1. Drawer or EFT terminal
    2. Register
    3. Store
    4. Sales order header

    On creation of a sales order only the store dimension of the store is inherited to the sales order if not populated already from the customer. When a sales order is created from a quotation first the dimensions are taken from the sales quotation.

     Important

    When setting up financial dimensions as segments on the Account structures it is important to allow blank values for the dimensions Drawer and EFT Terminal as the system will populate either the one or the other based on the payment registration method.
    In case of CASH the dimensions of the drawer are used in case of PIN or Cards the EFT Terminal dimensions are used.