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Hi All

Had a few questions about dimensions.

We sell products in different seasons and want to be able to do 2 things:

Assign a product a season (but a single product can sell in more than one season). I don;t think I can have season applied twice to an item, can I? Is there a way to do this that I could use in analysis views

Sales by Season. Our seasons cut-offs change every year. Is there a way to have a dimension automatically assign based on a date (e.g. No 15th to March 20th this year is winter, but next year it might be different. Typically, I do this as part of a report/ETL process where I have a seasons table, but it would be cool to have a way to say if a an order ships in this date range it gets dimension "winter" for example

Thanks

Mark

------------------------------
Mark Anderson
Director of ERP Systems
Clesen Wholesale
Evanston, IL
------------------------------

Hello,

What you are describing would be a modification. You would need to setup a custom calendar with start/end dates similar to your financial periods, then assign each period to a 'SEASON' dimension value.

Then, when you create a sales order, have the order header look at the custom table above, grab the current season value from the table and insert it on the header, and from there it will be copied to each line item as you create it.

I would actually prefer to build this into a datawarehouse, however, for reporting instead of modifying NAV, similar to what you have described above.  But that is just personal preference.  I like to limit modifications to as few as possible and only when there is no other option.

Sincerely,
Victor Diercksen

------------------------------
Victor Diercksen
CIO
CIO/NOW Inc.
Sandy UT
------------------------------

Original Message:
Sent: Jan 29, 2020 01:37 PM
From: Mark Anderson
Subject: Dimension Questions

Hi All

Had a few questions about dimensions.

We sell products in different seasons and want to be able to do 2 things:

Assign a product a season (but a single product can sell in more than one season). I don;t think I can have season applied twice to an item, can I? Is there a way to do this that I could use in analysis views

Sales by Season. Our seasons cut-offs change every year. Is there a way to have a dimension automatically assign based on a date (e.g. No 15th to March 20th this year is winter, but next year it might be different. Typically, I do this as part of a report/ETL process where I have a seasons table, but it would be cool to have a way to say if a an order ships in this date range it gets dimension "winter" for example

Thanks

Mark

------------------------------
Mark Anderson
Director of ERP Systems
Clesen Wholesale
Evanston, IL
------------------------------

Thanks for reply Victor

I agree that keeping mods to a minimum is desirable and that normally, this kind of stuff would definitely be in a DW (applied as part of ETL), but that means users having to work outside of Nav.

I think dimensions is one of the strongest features of Nav, especially as it forces users to dimension stuff on the front-end (for the most part), instead of having augment and fix data after the fact in the ETL process.

I'd like to have users stay in Nav and use the provided tools as much as possible

Thanks

Mark


------------------------------
Mark Anderson
Director of ERP Systems
Clesen Wholesale
Evanston, IL
------------------------------

Original Message:
Sent: Jan 30, 2020 10:56 AM
From: Victor Diercksen
Subject: Dimension Questions

Hello,

What you are describing would be a modification. You would need to setup a custom calendar with start/end dates similar to your financial periods, then assign each period to a 'SEASON' dimension value.

Then, when you create a sales order, have the order header look at the custom table above, grab the current season value from the table and insert it on the header, and from there it will be copied to each line item as you create it.

I would actually prefer to build this into a datawarehouse, however, for reporting instead of modifying NAV, similar to what you have described above.  But that is just personal preference.  I like to limit modifications to as few as possible and only when there is no other option.

Sincerely,
Victor Diercksen

------------------------------
Victor Diercksen
CIO
CIO/NOW Inc.
Sandy UT

Original Message:
Sent: Jan 29, 2020 01:37 PM
From: Mark Anderson
Subject: Dimension Questions

Hi All

Had a few questions about dimensions.

We sell products in different seasons and want to be able to do 2 things:

Assign a product a season (but a single product can sell in more than one season). I don;t think I can have season applied twice to an item, can I? Is there a way to do this that I could use in analysis views

Sales by Season. Our seasons cut-offs change every year. Is there a way to have a dimension automatically assign based on a date (e.g. No 15th to March 20th this year is winter, but next year it might be different. Typically, I do this as part of a report/ETL process where I have a seasons table, but it would be cool to have a way to say if a an order ships in this date range it gets dimension "winter" for example

Thanks

Mark

------------------------------
Mark Anderson
Director of ERP Systems
Clesen Wholesale
Evanston, IL
------------------------------