Initial Setup

Before using the Municipal Financial Management System, proper setup is essential for optimal functionality.

Prerequisites

Before using the system, ensure the following setup is completed:

1. General Ledger Setup

• Global Dimension 1 must be configured (typically for Departments)

• Global Dimension 2 must be configured (typically for Projects)

2. Municipality Setup

The following fields must be defined in the Municipality Setup:

• Department Dimension Code must be defined

• Field Class Dimension Code must be defined

• AB Dimension Code must be defined

• Issue Dimension Code must be defined

• Current Budget Name must be set

Setting Up Dimensions

Dimensions are the foundation of the system's organizational structure.

Creating Dimension Codes

1. Navigate to Dimensions in Business Central

2. Create the following dimension codes:

   • DEPARTMENT (or similar) for departments

   • SERVICE for field classes

   • AB for AB classification

   • DOMAIN for issue classification

Dimension Configuration Steps

1. Access Dimension Setup

   • Go to Financial Management > General Ledger > Dimensions

   • Click New to create each dimension

2. Configure Global Dimensions

   • Set Global Dimension 1 to your Department dimension

   • Set Global Dimension 2 to your Project dimension

3. Validate Setup

   • Ensure all dimension codes are properly linked

   • Test dimension value creation

Initial Data Setup

Creating Base Structure

1. Set up at least one Field Class

2. Create initial departments under the field class

3. Configure basic VAT setup

4. Create initial budget framework

Testing the Setup

Before going live, verify:

• Dimension synchronization works properly

• User permissions are correctly applied

• Budget allocation functions properly

• VAT posting uses correct dimensions

Common Setup Issues

Issue: Dimension values not synchronizing

• Solution: Check Municipality Setup configuration

• Verify Global Dimension assignments

Issue: Cannot create departments

• Solution: Ensure General Ledger Setup is complete

• Check dimension code assignments

Issue: Budget functionality not working

• Solution: Verify Current Budget Name is set in Municipality Setup

• Ensure G/L Budget Names are properly configured