Dimension setup

Dimension setup

Dimensions in Dynaway EAM for Dynamics 365 Business Central allow organizations to categorize, analyze, and report on maintenance activities, assets, and costs. Proper setup of dimensions ensures accurate financial tracking and supports advanced reporting and analytics.

Overview

Dimensions are user-defined attributes, such as Department, Location, Project, or Asset Category, that can be assigned to transactions and records. In EAM, dimensions help you filter, group, and analyze maintenance data for better decision-making.

For more information, please check Dimensions in Business Central

Steps to Set Up Dimensions

1. Create and Configure Dimensions

• Go to the Dimensions page in Business Central.
• Select "New" to create a dimension (e.g., Department, Asset Category).
• Enter a code and name for the dimension.
• Optionally, add values for each dimension (e.g., Maintenance, Production, Administration).

2. Assign Dimensions to EAM Records

• In Dynaway EAM, dimensions can be assigned to Asset, Customer, Location, Asset Responsibility Center, Asset Location, Salesperson/Purchaser, and other records.
• You can add or edit dimensions in the following places:
  • Asset Card (can be created automatically based on the setup on Asset Management Setup)
  • Responsibility Center Card
  • Asset Location Card
  • Customer Card (standard Business Central table)
  • Salesperson/Purchaser Card (standard Business Central table)
  • Location Card (standard Business Central table)
• When creating or editing a record, select the relevant dimension and value.
• Dimensions are used for filtering, grouping, and reporting in EAM modules.

3. Set Up Dimension Prioritize

To set up Dimension Prioritize in Dynaway EAM:

1. Go to the Default Dimension Priorities setup page (search for Default Dimension Priorities" in Business Central).
2. Search for Source Code - EAM_MAINT
3. For each document type (e.g., Asset, Customer, Location, Asset Responsibility Center, Asset Location, Salesperson/Purchaser), select the proper priority and Initialize Dimension Priorities.
4. The highest priority dimension will be used for reporting and analysis when multiple sources provide values.
5. Save your changes. The system will automatically apply these rules during record creation, posting, and reporting.

[!TIP] Review your dimension priorities regularly to ensure they match your organization’s reporting and cost allocation needs. The dimensions are added in the moment of Work Order creation. To start using the Default Dimension Priorities functionality you need to clear the Work Order Plans. On the Dynaway License Information you can switch on the Feature No Default Dimension Inheritance on Plans.

4. Use Dimensions in Reporting and Analysis

• Dimensions can be used to filter and group data in standard and custom reports.
• Analyze maintenance costs, asset performance, and work order history by dimension.
• Export dimension-based reports for further analysis in Excel or Power BI.