In order to describe a document with the use of analytical dimensions, the dimensions must be first assigned to the document type. The assigned dimensions will then be available in tab Analytical Description of documents of a given type. Apart from assigning of dimensions, in document definition it is also possible to determine available combinations of dimension values which can be used when describing analytically a given document type.

In order to assign analytical dimensions and a relation pattern to given document type, in the menu Configuration select Types under Documents button group.

Upon selecting the button, a list of document types is displayed. On the list of document types, it is necessary to select a document type and then click on [Edit] in the List button group.

Analytical dimensions can be assigned to a given document type in tab Dimensions.

The tab is composed of two sections: User Dimensions and Analytical Dimensions.

In User Dimensions section, there are dimensions which are available for assigning. In order to assign a dimension to a given object, it is necessary to select it on the list and then click on the button [Add Assignment] or double click on a given dimension.

Analytical Dimensions section presents dimensions assigned to a given object. In order to remove an assigned dimension, it is necessary to select it on the list and then click on the button [Remove Assignment] or double click on a given dimension.

From the level of document type definition, it is also possible to determine whether a given dimension is mandatory If analytical dimension is marked as mandatory and a user did not select its value when describing a document type analytically, then the following message will be displayed: “No value has been specified for the mandatory dimension: [Dimension name].”.

The fields in the columns dedicated for mandatory dimensions are presented in tab Analytical Description of a document in yellow.

A relation pattern is, on the other hand, specified for a given document type in tab Analytical Description.

In this tab, it is possible to define a relation pattern of analytical dimensions’ values in a similar way as the way in which a relation pattern is defined from the level of the menu Main → Relation Pattern, which has been described in <<ARTICLE>> or to assign a previously defined relation pattern by selecting the option [Select Pattern] in the main menu.

A relation pattern is assigned in accordance with the rules below:

• Only one relation pattern can be assigned to a given document type
• In case available combinations of analytical dimension values are already specified for a given document type, the following message will be displayed: “The document definition already contains defined associations. Existing elements will be deleted. Would you like to continue?”. A user may decide whether to assign a new pattern to a given object or whether to leave the data unchanged.
• When assigning a pattern to a document type, the system controls whether dimensions assigned to document definition are the same as those assigned to the selected pattern. If they are different, the following message will be displayed: “The document definition contains different dimensions than those selected in the pattern. Would you like to continue?”. If the operation is continued, appropriate records of analytical description will be added, whereas the names of dimensions will be displayed after the missing dimensions have been assigned to the given document type.