Dimensions and Cost Analysis

Manage Dimensions for Cost Analysis on Assets

Introduction

Dimensions are used for cost analysis on your Maintenance Assets. In D365BC, you set up dimensions and related dimension values in the Administration module.

Prerequisites

Consumption registrations (costs on items, resources, expenses) must be posted on Work Orders before you can use dimensions for cost analysis.

Audience
Maintenance Manager

Work Order Plan and Asset Dimensions

When you create a Work Order Plan and add items, resources, and expenses to the plan, dimensions are automatically inherited from the Asset and from the item / resource / expense setup.

  • If you want to see dimensions on, for example, an item line on a Work Order Plan, select the item line on the Work Order Plan > Manage > Dimensions. All dimensions set up on the Asset are shown, and you can add more dimensions, if required.
  • When you create a Work Order from the Work Order Plan, all dimensions from the Work Order Plan are automatically transferred to the Work Order.

Refer to Test Cases below for step-by-step procedures on how to manage Dimensions on Work Order Plans:

  • Edit Dimensions
  • Edit Item Dimensions
  • Edit Resource Dimensions

The screenshot below shows an example of a Work Order Plan created for Asset "A000002". Dimensions are automatically transferred to the Item and Resource lines on the plan. In this example, we focus on the item line. Three dimensions are transferred from the Asset (Asset, Asset Group, Department). An item-specific dimension (Item Group) was added on the Work Order Plan.

Work Order Plan and Dimensions inherited from Asset on Item Line
Work Order Plan and Dimensions inherited from Asset on Item Line

Work Order/Round Plan

Edit Dimensions on Work Order/Round Plan

Data Requirements

  1. At least one Dimension exists.
  2. At least one Dimension Value exists.
  3. At least one open Work Order/Round Plan exists.
  4. The Role Center is open.

Steps 4

  1. Go to Work Orders > Work Order Plans.

    or

    Go to Work Orders > Round Plans.

  2. Choose a record from a list by selecting its Nos.

  3. Select Process > Dimensions.

  4. Next steps are a standard solution in Business Central.

Expected

The user can edit Dimension on a Work Order Plan/Round Plan.

Edit Item Dimensions on Work Order/Round Plan

Data Requirements

  1. At least one Dimension exists.
  2. At least one Dimension Value exists.
  3. At least one open Work Order/Round Plan exists.
  4. At least one Item added to Work Order/Round Plan.
  5. The Role Center is open.

Steps 7

  1. Go to Work Orders > Work Order Plans.

    or

    Go to Work Orders > Round Plans.

  2. Choose a record from a list by selecting its Nos.

  3. Go to the Items tab.

  4. Highlight Item which will be analyzed.

  5. Select Manage > Dimensions next to Items.

  6. Next steps are a standard solution in Business Central.

  7. If there is more than one Item on the list - repeat steps 4 - 6 for each Item to be analyzed.

Expected

The user can edit Item Dimensions on a Work Order/Round Plan.

Edit Resource Dimensions on Work Order/Round Plan

Data Requirements

  1. At least one Dimension exists.
  2. At least one Dimension Value exists.
  3. At least one open Work Order/Round Plan exists.
  4. At least one Resource added to Work Order/Round Plan.
  5. The Role Center is open.

Steps 7

  1. Go to Work Orders > Work Order Plans.

    or

    Go to Work Orders > Round Plans.

  2. Choose a record from a list by selecting its Nos.

  3. Go to the Resources tab.

  4. Highlight Resource which will be analyzed.

  5. Select Manage > Dimensions next to Resources.

  6. Next steps are a standard solution in Business Central.

  7. If there is more than one Resource on the list - repeat steps 4 - 6 for each Resource to be analyzed.

Expected

The user can edit Resource Dimensions on a Work Order/Round Plan.

Show Dimensions on One Work Order

When you have posted consumption registrations on a Work Order, you can get an overview of the Work Order Ledger Entries and the dimensions related to each entry.

On a posted Work Order, select History > Ledger Entries to view the Work Order Ledger Entries created for that Work Order.

The screenshot "Work Order Created from Work Order Plan" shows Work Order no. 63. There are two ledger entries, one for the Item line and one for the Resource line on the Work Order.

We use the Item line as the example. In the Work Order Ledger Entries pop-up, select the Item line entry. Then, select Related > Dimensions. As shown in the "Work Order Ledger Entries and Dimensions" screenshot, dimensions for the Item entry is shown. The dimensions related to the Item entry match the dimensions shown on the Work Order Plan (refer to screenshot in the article above).

Refer to Test Cases below for step-by-step procedures on how to analyze Dimensions on a posted Work Order:

  • Analyze Dimensions
  • Analyze Item Dimensions
  • Analyze Resource Dimensions

Work Order created from Work Order Plan
Work Order created from Work Order Plan
Work Order Ledger Entries and Dimensions
Work Order Ledger Entries and Dimensions

Posted Work/Round Order

Analyze Dimensions on Posted Work/Round Order

Data Requirements

  1. At least one Dimension exists.
  2. At least one Dimension Value exists.
  3. At least one Posted Work/Round Order exists.
  4. The Role Center is open.

Steps 4

  1. Go to Work Orders > Posted Work Orders.

  2. Choose a record from a list by selecting its Nos.

  3. Select Process > Dimensions.

  4. Next steps are a standard solution in Business Central.

Expected

The user can analyze Dimensions on a Posted Work/Round Order.

Analyze Item Dimensions on Posted Work/Round Order

Data Requirements

  1. At least one Dimension exists.
  2. At least one Dimension Value exists.
  3. At least one Posted Work/Round Order exists.
  4. At least one Item added to Posted Work/Round Order.
  5. The Role Center is open.

Steps 7

  1. Go to Work Orders > Posted Work Orders.

  2. Choose a record from a list by selecting its Nos.

  3. Go to the Items tab.

  4. Highlight the Item to be analyzed.

  5. Select Manage > Dimensions next to Items.

  6. Next steps are a standard solution in Business Central.

  7. If there is more than one Item on the list - repeat steps 4 - 6 for each Item to be analyzed.

Expected

The user can analyze Item Dimensions on a Posted Work/Round Order.

Analyze Resource Dimensions on Posted Work/Round Order

Data Requirements

  1. At least one Dimension exists.
  2. At least one Dimension Value exists.
  3. At least one Posted Work/Round Order exists.
  4. At least one Resource added to Posted Work/Round Order.
  5. The Role Center is open.

Steps 7

  1. Go to Work Orders > Posted Work Orders.

  2. Choose a record from a list by selecting its Nos.

  3. Go to the Resources tab.

  4. Highlight the Resource to be analyzed.

  5. Select Manage > Dimensions next to Resources.

  6. Next steps are a standard solution in Business Central.

  7. If there is more than one Resource on the list - repeat steps 4 - 6 for each Resource to be analyzed.

Expected

The user can analyze Resource Dimensions on a Posted Work/Round Order.

Create Dimension Filter in Work Order Ledger Entries

On your role center, select Work Orders > Work Order Ledger Entries to see a list of all entries.

If you want to see the dimensions related to a specific entry, select the entry in the list and select Related > Dimensions.

If you want to get an overview of which entries from all posted Work Orders use a specific dimension, you can create a dimension filter:

  1. In the Work Order Ledger Entries list , select Related > Set Dimension Filter.
  2. Select a Dimension Code and a related Filter.
  3. Select Close.
  4. All entries that match the filter setup are shown in the Work Order Ledger Entries list.

The "Work Order Ledger Entries filtered by Item Group" screenshot shows a list filtered by the "Spare Parts" Item Group. The item registration from Work Order no. 63 (refer to screenshots in the article above) is included in the list.

Work Order Ledger Entries filtered by Item Group
Work Order Ledger Entries filtered by Item Group
Copyright Dynaway A/S