Setup
Introduction
Dimensions are set up on Assets for cost analysis purposes.
- Prerequisites
You have created Assets.
- Audience
- Maintenance Manager
Set Up Dimensions on Assets
When you have created an Asset, you can set up the dimensions you want to use to track costs on the Asset.
- On an Asset List, select and open an Asset Card.
- On the Asset Card, select Related > Dimensions.
- In the Default Dimensions pop-up, select New to create a new dimension and make your selections as you require.
Refer to Microsoft documentation to learn more about how to Work with Dimensions in D365BC.
Refer to Test Cases below for step-by-step procedures on how to manage Dimensions on Assets:
- Adding Dimension to Asset.
- Removing Dimension from Asset.
- Copying Asset with Dimensions.
The screenshot below shows an example of the dimensions setup on an Asset.
Define a default dimension
You can define the default dimension for each new asset. To do this:
- Visit Asset Management Setup.
- Specify the Asset Dimension. From now every new asset will get this dimension and the new dimension value with the code the same as the asset number will be created and assigned to the asset.
- You can additionally mark Dimension Value Name as Asset Description - this means that all created dimensions will have code equal to the asset number and name equal to the asset description. When this option is on, the relevant asset dimension value will be updated when you change the asset description. This can be helpful when users need to specify the dimension value and the asset number doesn't provide enough information.
Asset
Adding Dimension to Asset
Data Requirements
- At least one Asset exists.
- At least one Dimension Code exists (with Dimension Value Code and Value Posting).
Steps 12 expand
Go to Assets > Assets.
Select an Asset from a list by clicking on its Nos.
Be sure that in the ribbon more options are shown - Fewer options button is visible.
If not - select More Options.Select Related.
Select Dimensions.
Select New in the ribbon.
Select the arrow in Dimension Code field.
Select one from the list.
Select Dimension Value Code field in the same row.
Select one from the list.
Select Value Posting field in the same row.
Select one from the list.
Expected
The user can set up a Dimension for the Asset.
Removing Dimension from Asset
Data Requirements
- At least one Asset with Dimension exists.
Steps 8
Go to Assets > Assets.
Select an Asset from a list by clicking on its Nos.
Be sure that in the ribbon more options are shown - Fewer options button is visible.
If not - click on More Options.Select Related.
Select Dimensions.
Highlight the Dimension to be deleted.
Select Delete.
Select Yes.
Expected
The user can delete a Dimension from the Asset.
Copying Asset with Dimensions
Data Requirements
- At least one Asset with Dimensions exists.
Steps 8
Go to Assets > Assets.
Select an Asset from a list by clicking on its Nos.
Be sure that in the ribbon more options are shown - Fewer options button is visible.
If not - select More Options.Select Actions.
Select Copy Asset.
Be sure that Extended FastTab is expanded. If not - select Expanded.
Select the Dimensions check box.
Set up other options, if required, and select OK.
Expected
The user can copy an Asset with all its Dimensions.