Populating the PSA Project and Dimension 1-4 Fields

The Project and Dimension 1-4 lookup fields are used to identify the region, practice, group, and project for which the scanned payable document is created. These fields are not mandatory. For more information, see Scanned Payable Document Fields.

This functionality requires the following Certinia packages to be installed:

  • Foundations
  • PSA
  • Accounting
  • PSA – Accounting Connector

When the default RPGP to dimension mappings are used and the project name is scanned by OCR, the Project field on the scanned payable document is automatically populated with the project name. The Dimension 1-3 fields are populated with region, practice, and group associated with the project on the scanned payable document. The Dimension 4 field is populated with the project name.

Notes:
  • You can change the default mapping according to your requirements. For example, you might want to map practices to dimension 1 records, regions to dimension 2 records, and projects to dimension 3 records.
  • If mappings other than the default RPGP to dimension mappings are used, the Dimension 1-4 fields are populated according to the new mappings.
  • If no RPGP to dimension mappings are defined, the Dimension 1-4 fields are not populated.

For more information, see Setting up the Synchronization of Regions, Practices, Groups, and Projects to Dimension 1-4 Records

For populating the PSA Project and Dimension 1-4 fields, we have the following scenarios:

In this scenario, the OCR scans the invoice for the project name and the result matches with an active project.

The Dimension 1-3 fields are populated with the region, practice, and group records from the project associated with the scanned payable document, and the Dimension 4 field is populated with the project name.

In this scenario, an information message is displayed that the scanned project name does not exist. You can add the correct project name by clicking Review & Edit or continue without a project.

You can also manually add the project and dimension 1-4 in the Analysis section of the Review & Edit window.

There are two possible scenarios for this:

  • When the PSA – Accounting Connector package is installed: There is no project on the scanned payable document, so the Dimension 1-4 fields are populated with the information from the associated account and an information message displays for this.
  • When the PSA – Accounting Connector package is not installed: The Dimension 1-4 fields are populated with the information from the associated account but no information message displays and the project field is hidden from the Analysis section of the Review & Edit window.