Dimensions with Specific Behavior

Additional information is provided for some of the dimensions used in forms, including version, document type, base unit, controlling area, subitem, and subitem category.

Version

You can create a form with different types of versions, for example, a standard version, an extension version, and a group currency extension version, in rows or columns. For more information on entering data for multiple group currencies, see Enter Data in a Form.

Document Type

Data Entry

Document types (DT) identify the type and source of data in forms and determines where you can enter reported data. You can enter reported data on posting levels 00 and OC where the business application is A (online data entry), so for predefined content with document types such as DT03, DT0A, and DT04. Data can be entered and saved to these document types as they are writable document types.

When using several aggregated document types, there is a specific data entry behavior. For example, if you select Sum for the document type and there is one writable document type in the list of values, the total amount can be updated in the form in the Enter Package Data app. When a new amount is entered in the form, the difference between the original amount and the new amount is stored on the writable document type.

Data Retrieval

For retrieval purposes, in addition to posting levels Blank, 00, and 0C, you can also choose document types belonging to the following posting levels:

  • 01: Adjustments to reported data

    You can use this posting level to make corrections to data in packages.

  • 10: Standardizing entries that adjust local reported data for group close

    You can use this posting level to make journal adjustments. For example, adapting data to financial statement items in the consolidation chart of accounts. This is usually done by manual postings or by reclassifications.

If you use document types from other posting levels you may retrieve meaningless data.

For more information on document types for SAP Group Reporting Data Collection, see the following:

Base Unit

When setting up the base unit in forms, the setup must be consistent with the setup in the breakdown category. For example, you must leave the base unit empty in a form if there isn't a base unit in the breakdown category, and enter a base unit value if the financial statement (FS) item includes a base unit.

Base unit and FS item dimensions must be defined together, either in filters or the same block.

Controlling Area

When you create a form, as the controlling area dimension is a superordinate dimension, One Value is the only filter mode available.

However, when you run a form in the Enter Package Data app, data is retrieved even if the controlling area dimension is <empty>. And, when you save the report, if the subordinate dimensions, profit center or cost center, are <empty>, then the controlling area value is also <empty>.

Subitem and Subitem Category

To enable data entry for a transaction type or functional area, select the subitem category and subitems dimensions. Then, when you move onto the Form Designer tab, you can enter 1 Transaction Type for the subitem dimension to display transaction type values or enter 2 Functional Area for the subitem dimension to display functional area values.