Sorry to spam with posts - but I thought that I would illustrate my usage here:
I'm using Dimensions for fund accounting for a nonprofit.
Dimension 1 is the primary fund (cost and revenue centre) - these Dimensions include Operating Fund, Capital Fund, Events, etc.
Dimension 2 is where some projects or sub-funds are defined; here, individual events are created or specific restricted funds or endowments.
I'm recording cash sales from tickets at an event. I thought the easiest way to do this would be to create a Cash Sales customer and Direct Invoice the Cash Sales customer the amount collected as admissions revenue and then record the payment.
I have an 'item' created (Ticket Revenue) that has a Dimension 1 defined, but not a Dimension 2 (want to re-use the item for multiple events).
Because I can't find a direct cash sales menu option (there had been mention of one, but I cannot find it), I had created an invoice for Cash Sales and had selected the two dimensions - one for Events, and the second for the specific event. Added in the item, and processed the invoice.
According to the GL transactions, only the item's Dimensions were applied, not the Dimensions I applied during the input of the invoice.
I suppose I have a couple of work-arounds:
- Create a different Cash Sales customer with the proper dimensions for each event.
- Manually edit the dimensions on the associated transactions through MySQL.
Is there a way to ensure that the dimension attribution in the Direct Invoice page sticks, instead of being overridden?