Setup

Migrate Counters and Measurements

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 to easily migrate Counter and Measurement data from your previous ERP system to EAM-BC. The migration data wizard allows you to migrate:

Counter data:

• Counter No.
• Name
• Counter Category Code
• Max. Counter Reading
• Type - Continuous|Relative or 0|1

Counter Journal line data:

• Journal Template Name
• Journal Batch Name
• Line No.
• Reading Date
• Counter No.
• Reading Value

Measurement data:

• No.
• Name
• Unit of Measurement
• Max. Allowed Value
• Min. Allowed Value

Asset Measurement data:

• Asset No.
• Measurement No.

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.
4. Upload the file and migrate the data.

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

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.