Inventory Dimension
Overview
Below is a business-focused explanation of the Inventory Dimension document type as used in Dafater.
Inventory Dimension – Business Overview
What Inventory Dimension Is Used For
Inventory Dimension allows businesses to track stock using additional business-specific attributes beyond item and warehouse. It helps organizations add meaningful classification layers to inventory, such as project, department, cost center, location zone, or any other business-relevant perspective.
From a business standpoint, Inventory Dimension enables more accurate stock visibility, valuation, and reporting, aligned with how the organization actually operates.
Prerequisites and Setup Requirements
Before using Inventory Dimension, the following should be in place:
- A clear understanding of how inventory needs to be analyzed in the business (e.g., by project, branch, department, or usage purpose)
- Defined internal policies on stock ownership, accountability, or reporting
- Agreement among operations, finance, and management on which dimensions are meaningful and required
- Users trained on selecting the correct dimension during stock transactions
Inventory Dimension should be planned carefully, as it becomes part of daily inventory operations.
Typical Workflow and How It Fits into Business Processes
Define Inventory Dimensions
The business sets up Inventory Dimensions that reflect how inventory should be tracked and reported.Use During Stock Transactions
When stock is received, transferred, consumed, or issued, users select the relevant Inventory Dimension (for example, assigning stock to a specific project or department).Ongoing Inventory Tracking
Inventory balances are maintained not only by item and warehouse, but also by Inventory Dimension.Reporting and Review
Management reviews inventory reports segmented by Inventory Dimension to understand usage, cost, and availability.
This workflow ensures inventory data supports both operational control and financial decision-making.
Key Business Scenarios Where Inventory Dimension Is Essential
Project-Based Businesses
Track materials separately for each project to control costs and prevent misuse.Multi-Department Organizations
Understand which departments are consuming inventory and manage accountability.Branch or Location-Based Operations
Analyze inventory usage across branches without creating excessive warehouses.Cost Control and Analysis
Identify where inventory costs are incurred and optimize procurement and usage.Compliance and Audit Requirements
Provide clear inventory trails for internal or external audits.
Important Considerations for Users
Consistency Is Critical
Users must select the correct Inventory Dimension in every transaction to maintain accurate data.Avoid Overcomplication
Too many Inventory Dimensions can confuse users and reduce data quality.Business Alignment
Inventory Dimensions should reflect real business needs, not theoretical structures.Impact on Reporting
Once used, Inventory Dimensions influence stock valuation, consumption analysis, and management reports.Change Management
Any change to Inventory Dimensions should be communicated clearly across teams.
Business Value Summary
Inventory Dimension in Dafater helps businesses move from basic stock tracking to insight-driven inventory management. When used correctly, it improves cost visibility, operational accountability, and decision-making—making inventory a strategic asset rather than just a stored quantity.
Basic Information
- Module: Stock
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description | |||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| dimension_name | Dimension Name | Data | ✓ | - | Name identifying the inventory dimension within Dafater. | |||||||||||||||||||||||||||
| reference_document | Reference Document | Link | ✓ | DocType | Dafater DocType where this inventory dimension is referenced. | |||||||||||||||||||||||||||
| disabled | Disabled | Check | - | Indicates whether this inventory dimension is inactive in Dafater. | ||||||||||||||||||||||||||||
| source_fieldname | Source Fieldname | Data | - | Field name from source document providing dimension value. | ||||||||||||||||||||||||||||
| target_fieldname | Target Fieldname (Stock Ledger Entry) | Data | - | Stock Ledger Entry field storing this dimension value. | ||||||||||||||||||||||||||||
| applytoall_doctypes | Apply to All Inventory Documents | Check | - | Apply this dimension to all inventory documents in Dafater. | ||||||||||||||||||||||||||||
| validatenegativestock | Validate Negative Stock | Check | - | Enforce negative stock validation for this dimension. | ||||||||||||||||||||||||||||
| document_type | Apply to Document | Link | DocType | Specific Dafater document where this dimension applies. | ||||||||||||||||||||||||||||
| typeoftransaction | Type of Transaction | Select | , Inward, Outward, Both | Defines whether dimension applies to inward, outward, or both. | ||||||||||||||||||||||||||||
| fetchfromparent | Fetch Value From | Select | - | Source field to fetch dimension value from parent document. | ||||||||||||||||||||||||||||
| istable | Is Child Table | Check | - | Indicates whether the reference document is a child table. | ||||||||||||||||||||||||||||
| condition | Conditional Rule | Code | - | Logical rule controlling when this dimension is applied. | ||||||||||||||||||||||||||||
| reqd | Mandatory | Check | - | Marks this inventory dimension as mandatory. | ||||||||||||||||||||||||||||
| mandatorydependson | Mandatory Depends On | Small Text | - | Condition determining when this dimension becomes mandatory. | ||||||||||||||||||||||||||||
| html_19 | html_19 | HTML |
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