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Microsoft Dynamics NAV (Archived)

Department dimension Cleanup

Posted on by Microsoft Employee

Hello Team,

My question is about How to handle Dimensions and Dimension values for the below Scenario

DeptDim.JPG

1. Is it a good practice to  use both  3 digit Dept code and 4 Digit. I believe it might affect filter criteria option. 

2. what other Processes will be affected by the change,  For example account schedule, PO, GL Entries and how to handle that.

3. What will happen to historical data or posted transaction with old department.

4. Is there a Dimension roll-up/consolidation functionality in NAV. For example if I posted to 3021 then is reflected in 302 as well.

5. Anymore suggestion is appreciated.

Thanks,

Eri

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Department dimension Cleanup

    That's right. Its not feasible to identify and rename the historical data.  I appreciate your suggestion.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Department dimension Cleanup

    If you are not planning to use Engineering Management as Dimension, it should be 300 and marked as Begin Total.

    Below that, you should start with 301, 302 etc.

    However I am not sure, if you split one dimension into multiple dimension, how would you be able to identify and rename the historical data.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Department dimension Cleanup

    For example in the new proposal Dept 301 is sub-grouped in to department costs ; 302, 303, 304 etc.. My question is to which subgroup should Dept 301 be mapped(i.e. 302,303,304,305) in order to be renamed.  I am thinking to rename one Dept code 301 to multiple sub departments. Does this make sense to you? or I there any way to handle this?

    Engineering Management (301)

        -Planned Maintenance,(302)

        -Conditional Monitoring,(304)

        -Consumables(305),

        -Workshop Equipment and Tooling(305)

  • Suggested answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Department dimension Cleanup

    It is better to use the same quantity of digits for those values that are meaningful (that would be selected). You can also have the other (e.g. shorter) values that are titles, or totaling formulas:

    0537.dim.png

    You can change the totaling settings afterwards or even rename the values of the dimensions if needed, it is done automatically throughout the whole database and posted data (however it might take some time if the database is large).

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Department dimension Cleanup

    Hi,

    I would prefer to have similar digits, when it comes to Dimension Values.

    You can easily change the dimension code, which would change the all the historical data without any issue.

    This might (RENAME) take some time, based on the data volume. You can try this in test environment and see the result.

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