SECTIONSSyncing Practices to Dimension 2 Records
If the Sync Practices to Dimension 2 Records integration flow is enabled, SRP automatically creates and updates dimension 2 records when you create or update a practice.
For more information about these objects, see the following:
How is the Accounting Reporting Code Field Populated for a Practice?
In Accounting, each dimension record has a reporting code that must be unique. This is used alongside the dimension name to uniquely identify the dimension and is often included in reports.
SRP adds the Accounting Reporting Code field to the Practice object. This field is mapped to the Reporting Code field on a dimension.
With the integration flow enabled, when you create or update a practice, if the Accounting Reporting Code field is empty, SRP automatically populates it with the name of the practice. Because the reporting code has a limit of 24 characters, if the value is longer, it is automatically truncated. In addition, the value must be unique.
How Can I Create Dimensions from Practices?
If the Sync Practices to Dimension 2 Records integration flow is enabled, dimension 2 records are automatically created when you create a practice. This means that, unlike most SRP integration flows, there isn't a record page button, a list view button, or a scheduled process. The integration flow runs in real time.
In addition, if you change the value of the Practice Name, Accounting Reporting Code, or Dimension 2 fields on a practice, the matching dimension 2 record is automatically updated.
Can I Map Existing Dimension and Practice Records?
If you manually created a matching dimension for each practice in your org, you can manually correlate them. You can do this by populating the Dimension 2 lookup field on each practice record.
What Information is Passed from a Practice to a Dimension?
The following table lists how fields on the Practice object map to the relevant fields on the Dimension 2 object.
|
Practice Field |
Dimension 2 Field |
|---|---|
| Practice Name | Dimension 2 Name |
| Accounting Reporting Code | Reporting Code |
| Currency ISO Code | Currency ISO Code |
| Dimension 2 | Record ID |
| Record ID | Practice |