Dimensions are used for cost analysis on your Maintenance Assets. In D365BC, you can set up dimensions and related dimension values in the Administration module.
Consumption registrations (costs on items, resources, expenses) must be posted on Work Orders before you can use dimensions for cost analysis.
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.
Note: In the articles below, you can read about how to set up global dimensons on item and resource lines, as well as default dimensions for expenses.
Refer to Test Cases below for step-by-step procedures on how to manage Dimensions on Work Order Plans:
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.
You can add a global dimension for item and resource lines on work orders, round orders, work order plans, and round plans. This helps you track consumption from a dimension perspective. You can also see the dimension fields from a work order or round order by using personalization.
Up to 8 dimensions can be set up by going to General Ledger Setup.
You can set up default dimensions for work order expenses to streamline the management of financial data.
Before setting up default dimensions, decide on the source from which dimensions should be applied to the expense lines. The options are:
Search for and go to Asset Management Setup.
In the 'Work Orders and Rounds' tab, select one of the following from the 'Expense Default Dimension Handling' field:
Once default dimensions are set up:
When creating a Purchase Order and applying expenses from work orders, the associated dimensions are automatically added to the Purchase Order lines. Note that if a dimension exists both in the source and the work order but with different values, the value from the work order (work order ledger entry) will take precedence.
Go to Work Orders > Work Order Plans.
or
Go to Work Orders > Round Plans.
Choose a record from a list by selecting its Nos.
Select Process > Dimensions.
Next steps are a standard solution in Business Central.
The user can edit Dimension on a Work Order Plan/Round Plan.
Go to Work Orders > Work Order Plans.
or
Go to Work Orders > Round Plans.
Choose a record from a list by selecting its Nos.
Go to the Items tab.
Highlight Item which will be analyzed.
Select Manage > Dimensions next to Items.
Next steps are a standard solution in Business Central.
If there is more than one Item on the list - repeat steps 4 - 6 for each Item to be analyzed.
The user can edit Item Dimensions on a Work Order/Round Plan.
Go to Work Orders > Work Order Plans.
or
Go to Work Orders > Round Plans.
Choose a record from a list by selecting its Nos.
Go to the Resources tab.
Highlight Resource which will be analyzed.
Select Manage > Dimensions next to Resources.
Next steps are a standard solution in Business Central.
If there is more than one Resource on the list - repeat steps 4 - 6 for each Resource to be analyzed.
The user can edit Resource Dimensions on a Work Order/Round Plan.
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:
Go to Work Orders > Work Orders.
Choose a record from a list by selecting its Nos.
Select Related > Dimensions in the ribbon.
Next steps are a standard solution in Business Central.
The user can edit Dimensions on a Work/Round Order.
Go to Work Orders > Work Orders.
Choose a record from a list by selecting its Nos.
Go to the Items tab.
Highlight Item which is to be analyzed.
Select Manage > Dimensions next to Items.
Next steps are a standard solution in Business Central.
If there is more than one Item on the list - repeat steps 4 - 6 for each Item to be analyzed.
The user can edit Item Dimensions on a Work/Round Order.
Go to Work Orders > Work Orders.
Choose a record from a list by selecting its Nos.
Go to the Resources tab.
Highlight Resource which is to be analyzed.
Select Dimensions next to Resources.
Next steps are a standard solution in Business Central.
If there is more than one Resource on the list - repeat steps 4 - 6 for each Resource to be analyzed.
The user can edit Resource Dimensions on a Work/Round Order.
Go to Work Orders > Posted Work Orders.
Choose a record from a list by selecting its Nos.
Select Process > Dimensions.
Next steps are a standard solution in Business Central.
The user can analyze Dimensions on a Posted Work/Round Order.
Go to Work Orders > Posted Work Orders.
Choose a record from a list by selecting its Nos.
Go to the Items tab.
Highlight the Item to be analyzed.
Select Manage > Dimensions next to Items.
Next steps are a standard solution in Business Central.
If there is more than one Item on the list - repeat steps 4 - 6 for each Item to be analyzed.
The user can analyze Item Dimensions on a Posted Work/Round Order.
Go to Work Orders > Posted Work Orders.
Choose a record from a list by selecting its Nos.
Go to the Resources tab.
Highlight the Resource to be analyzed.
Select Manage > Dimensions next to Resources.
Next steps are a standard solution in Business Central.
If there is more than one Resource on the list - repeat steps 4 - 6 for each Resource to be analyzed.
The user can analyze Resource Dimensions on a Posted Work/Round Order.
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:
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.
Click on the magnifier in the corner.
Put in 'Work Order Ledger Entries' in this window.
Click on Work Order Ledger Entries visible in Go to Pages and Tasks area.
Click on Entry in the ribbon.
Click on Set Dimension Filter.
Setting up values for the filter is a standard solution in Business Central.
The user can set up Dimension filter on Work Order Ledger Entries.
Click on the magnifier in the corner.
Put in 'Work Order Ledger Entries' in this window.
Click on Work Order Ledger Entries visible in Go to Pages and Tasks area.
Highlight an entry which will be analyzed.
Click on Entry in the ribbon.
Click on Dimensions.
The user can analyze list of Dimensions on Work Order Ledger Entries.
Go to Asset Maintenance Items.
Choose a Maintenance Item from a list by clicking on its Item No.
Be sure that in the ribbon more options are shown - Fewer options button is visible.
If not - click on More Options.
Click on Related.
Click on Item.
Click on Other
Click on Dimensions.
Click on New in the ribbon.
Click on the arrow in Dimension Code field.
Choose one from the list.
Click on Dimension Value Code field in the same row.
Choose one from the list.
Click on Value Posting field in the same row.
Choose one from the list.
The user can set up Dimension for Maintenance Item.
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