Set Up Default Dimensions

After you have created the dimensions and the values for each dimension in Business Central, you will need to map the default dimensions/values to be used in WennSoft Service.

To set up the default dimensions:

1. From Settings, select Service Settings.

2. Select the Accounting Dimensions tab.

3. Select the dimensions for the following:

   • Service Call Dimension: This dimension will default on the service call.

   • Service Cost Dimension: After selecting this dimension, select the dimension values to default to the following:

     • Default Inventory Cost Category: This will default on the inventory items that are added to a service call. This can be viewed on the Other tab when adding the item or after the item has been added. You have the option to edit the cost category at that time.

     • Default Non-Inventory Cost Category: This will default on the non-inventory items that are added to a service call. This can be viewed on the Other tab when adding the item or after the item has been added. You have the option to edit the cost category at that time.

     • Default Service Cost Category: This will default on the labor items added to a service call. This can be viewed on the Other tab when adding the item or after the item has been added. You have the option to edit the cost category at that time.

4. Select Save & Close.