Dynaway EAM for Business Central

Setup

Setup required for working with Counter Registrations

Introduction

Counters are mounted on Assets to track their information such as running hours, or distance usage to optimize the planning of Asset maintenance. You can set up your own Counter Categories to fit the exact information you need to collect on your Assets and start registering counter readings.

Set up Counter Categories and the Counters to be used for making Counter Readings.

Audience
Maintenance Manager

Migrate Counters and Measurements with Assisted Setup

Refer to the Help topic Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.

Use the Counters and Measurements Data Migration wizard, through Assisted Setup, to easily migrate Counter and Measurement data from your previous ERP system to EAM-BC.

Learn more in this video: Migrate Counter and Measurement Data, or follow these steps:

  1. On your role center, open the Counters and Measurements Data Migration wizard by selecting the Settings button at the top of the screen > Assisted Setup, or search for and select Assisted Setup.
  2. In the Assisted Setup list > Migrate data to Dynaway EAM section, select Migrate counter and measurements and go through the wizard.
  3. Download the Excel template and add your data (the content of the template can be seen in the table below).
  4. Upload the file and migrate the data.
Counter data: Counter Journal line data: Measurement data: Asset Measurement data:
Counter No. Journal Template Name No. Asset No.
Name Journal Batch Name Name Measurement No.
Counter Category Code Line No. Unit of Measurement
Max. Counter Reading Reading Date Max. Allowed Value
Type - Continuous or Relative Counter No. Min. Allowed Value
Reading Value

If you see error messages during data migration, refer to Microsoft D365BC documentation: Prepare a Configuration Package.

Migrate Counters Through Counter Journals

You can easily migrate multiple counters simultaneously through Counter Journals. This is ideal to do during system initialization.

First you need to set up which Counter Journal Template you want to use for the migration. You can use either an Off-Counter Usage Journal or a Counter Mounting Journal.

  • Off-Counter Usage Journal - use this journal if you want to migrate your existing counters with existing values.
  • Counter Mounting Journal - use this journal if you want to mount your counters to Assets in the system.
  1. Go to Counter Journal Templates.
  2. Click 'New' to set up a new template and fill in the name and description.
  3. In the 'Type' column, select either Off-Counter Usage or Counter Mounting from the drop-down. See screenshot 01 for an example.

Using the Off-Counter Usage Journal

  1. After having created the journal template, go to Off-Counter Usage Journal. See screenshot 02.
  2. Fill in Asset No.
  3. Fill in Counter Category Code.
  4. Specify the Reading Date.
  5. Specify the Reading Value.
  6. Select Register when done.

Using the Counter Mounting Journal

  1. After having created the journal template, go to Counter Mounting Journal. See screenshot 03.
  2. Specify the Counter No.
  3. Fill in the Asset No.
  4. Specify the Counter Type and the Counter Category Code.
  5. Specify the Reading Date.
  6. Fill in Applies-to Entry No.
  7. Fill in the Reading Value.
  8. Select Register when done.

01: Selecting a template type in the 'Type' column.
01: Selecting a template type in the 'Type' column.
02: Off-Counter Usage Journal.
02: Off-Counter Usage Journal.
03: Counter Mounting Journal.
03: Counter Mounting Journal.

Counter Categories

Set up Counter Categories to be used when you set up Counters on Assets. The Counter Categories required depend on which Counter registrations are relevant for your Assets. Examples are Counter Categories for production hours, quantity produced, and kilometers.

Counter Categories are set up on Counters. One Counter Category can be used on several Counters. One Counter can be used on several Assets and Assets can have multiple counters mounted.

Counter Categories can also be set up when creating Counters. View the documentation to see how to create Counters.

  1. On your role center, select Work Orders Setup > Counter Categories.
  2. In the Counter Categories list, select the New button.
  3. Enter a Code, which is the unique code for the Counter Category.  
  4. Enter a Description for the Counter Category.
  5. Specify the Default Type (Continuous/Relative).
    • This type will be automatically applied to the counter when you are specifying a Counter Category Code on the newly created counter. You can always change the Type on the counter manually during this creation process.
  6. In the Trend Days field, enter the number of days to be used when expected values are calculated in EAM. Expected values are used to show the trend for future Counter registrations, based on actual Counter registrations.
  7. In the Maximum Daily Change field, enter the maximum number allowed per Counter per day. This is useful if you want to prevent faulty registrations on a Counter.
    1. Example: If you enter the number "8", you can register a maximum of 8 hours (or another unit) per day. This can be done by one registration (=8), or you can make several registrations, for example, 4 registrations of 2 hours on the same day.
    2. If you don't want to set a limit for daily registrations, enter zero "0" in this field, then you can register as many hours (or another unit) as you like.

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