SECTIONSSyncing Regions to Dimension 1 Records
If the Sync Regions to Dimension 1 Records flow is enabled, PSA – Accounting Connector automatically creates and updates dimension 1 records when you create or update a region.
For more information about these objects, see the following:
How is the Accounting Reporting Code Field Populated for a Region?
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.
PSA – Accounting Connector adds the Accounting Reporting Code field to the Region object. This field is mapped to the Reporting Code field on a dimension.
With the flow enabled, when you create or update a region, if the Accounting Reporting Code field is empty, PSA – Accounting Connector automatically populates it with the name of the region. 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 Regions?
If the Sync Regions to Dimension 1 Records flow is enabled, dimension 1 records are automatically created when you create a region. This means that, unlike most PSA – Accounting Connector flows, there isn't a record page button, a list view button, or a scheduled process. The flow runs in real time.
In addition, if you change the value of the Region Name, Accounting Reporting Code, or Dimension 1 fields on a region, the matching dimension 1 record is automatically updated.
Can I Map Existing Dimension and Region Records?
If you manually created a matching dimension for each region in your org, you can manually correlate them. You can do this by populating the Dimension 1 lookup field on each region record.
What Information is Passed from a Region to a Dimension?
The following table lists how fields on the Region object map to the relevant fields on the Dimension 1 object.
|
Region Field |
Dimension 1 Field |
|---|---|
| Region Name | Dimension 1 Name |
| Accounting Reporting Code | Reporting Code |
| Currency ISO Code | Currency ISO Code |
| Dimension 1 | Record ID |
| Record ID | Region |