1. FI14 – IRL: Applying Dimensions
Michelle Scott, Terso Solutions, Inc.
Tracy Hanson, Terso Solutions, Inc.

2. Your presenters Michelle Scott Director, Finance & Operations
Terso Solutions, Inc.
Tracy Hanson
Staff Accountant
Terso Solutions, Inc.

3. Session objectives Create a P&L by segment using dimensions
Pull expenses by Project or Department
Challenges with Dimensions

4. Background

5. Company Background High Tech company – Healthcare and Life Science
10 years 20% growth annually
Branch in Mannheim, Germany – working on Singapore
NAV 2015 from 3.7 – Sept 2015

6. Company Background Selling model – outright purchase & operation lease
High investment R&D
Market segment vs product type

7. Request in 2013
Largest 3P customer using lease model “Is this model even profitable?”

8. The result MDT P&L Revenue pull sales by customer COGS
hmm…no direct COGS per unit at sale
COGS Other ???? GP
Probably not very close

9. Fast-forward - 2015 At re-implementation – What do you want to see?
Revenue by market segment
Revenue by area
Revenue by product groups
Expenses by department
Expenses by project

10. DEMO. Where to find dimension setups. how to setup – global vs other
DEMO Where to find dimension setups how to setup – global vs other account setups how to pull reports

11. Where are the setups?

12. How to setup? – Global vs other

14. Account Setups
OPTIONS:
Code Mandatory
Same Code
No Code

15. Account Setups

16. Account Setups

17. Pull reports – analysis views

18. Pull reports – by customer

19. Pull reports – analysis by dimension

20. Pull report – show matrix

22. Challenges Getting the information - projects
Making sure setups are correct – FA setup
More time to code & enter invoices

23. Thank you
Contact information
Michelle Scott –
Tracy Hanson –

24. Final reminders
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Enjoy the Conference!