Setup

Setup required for working with Dimensions on Assets

Introduction

Dimensions are set up on Assets for cost analysis purposes.

Prerequisite

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.

  1. On an Asset List, select and open an Asset Card.
  2. On the Asset Card, select Related > Dimensions.
  3. 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:

  • Set Up Default Dimension for New Assets
  • Adding Dimension to Asset
  • Removing Dimension from Asset
  • Copying Asset with Dimensions

The screenshot below shows an example of dimensions setup on an Asset.

Dimensions setup on an Asset
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Asset

Set Up Default Dimension for new Assets

Data Requirements

  1. Asset Management Setup exists.
  2. At least one dimension exists.

Steps 7

  1. Select the magnifier in the corner.

  2. Enter 'Asset Management Setup' in this window.

  3. Select Asset Management visible in Go to Pages and Tasks area.

  4. Find Asset Dimension in General FastTab.

  5. Select the arrow in Asset Dimension field.

  6. Select a dimension from the list.

  7. Go back.

Expected

The user can set up the default Dimension for each new Asset.

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Adding Dimension to Asset

Data Requirements

  1. At least one Asset exists.
  2. At least one Dimension Code exists (with Dimension Value Code and Value Posting).

Steps 12 expand

Expected

The user can set up a Dimension for the Asset.

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Removing Dimension from Asset

Data Requirements

  1. At least one Asset with Dimension exists.

Steps 8

  1. Go to Assets > Assets.

  2. Select an Asset from a list by clicking on its Nos.

  3. Be sure that in the ribbon more options are shown - Fewer options button is visible.
    If not - click on More Options.

  4. Select Related.

  5. Select Dimensions.

  6. Highlight the Dimension to be deleted.

  7. Select Delete.

  8. Select Yes.

Expected

The user can delete a Dimension from the Asset.

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Copying Asset with Dimensions

Data Requirements

  1. At least one Asset with Dimensions exists.

Steps 8

  1. Go to Assets > Assets.

  2. Select an Asset from a list by clicking on its Nos.

  3. Be sure that in the ribbon more options are shown - Fewer options button is visible.
    If not - select More Options.

  4. Select Actions.

  5. Select Copy Asset.

  6. Be sure that Extended FastTab is expanded. If not - select Expanded.

  7. Select the Dimensions check box.

  8. Set up other options, if required, and select OK.

Expected

The user can copy an Asset with all its Dimensions.

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