Troubleshooting dimensions

This section provides comprehensive troubleshooting guidance for common issues encountered in the Municipal Financial Management System. Issues are organized by functional area for quick reference.

General System Issues

System Performance

Issue: Pages loading slowly

• Possible Causes: Large datasets, insufficient filtering, network issues

• Solutions:

  • Apply more restrictive date filters

  • Enable "Hide Zero Entries" option where available

  • Use specific department or project filters

  • Check network connectivity

  • Contact system administrator if issues persist

Issue: System timeouts during operations

• Possible Causes: Large data processing, insufficient system resources

• Solutions:

  • Break large operations into smaller batches

  • Process during off-peak hours

  • Use more specific filters to reduce data volume

  • Contact system administrator for resource allocation

Login and Access Issues

Issue: Cannot access system

• Possible Causes: User account issues, permission problems, system maintenance

• Solutions:

  • Verify username and password

  • Check with system administrator for account status

  • Confirm system is not under maintenance

  • Try accessing from different browser or device

Issue: Features not visible or accessible

• Possible Causes: User permissions, role assignments, system configuration

• Solutions:

  • Check user role assignments in User Setup

  • Verify Wise User Profile configuration

  • Review Limited User Access Control settings

  • Contact administrator to verify feature licensing

Department and Field Class Issues

Setup Problems

Issue: Cannot create department

• Possible Causes: Missing setup, invalid field class, dimension issues

• Solutions:

  • Verify parent field class exists and is properly configured

  • Check General Ledger Setup for Global Dimension 1 Code

  • Ensure Municipality Setup has Department Dimension Code defined

  • Verify user has permission to create dimension values

Issue: Department not appearing in lists

• Possible Causes: Department closure, filtering, user access restrictions

• Solutions:

  • Check "Closed From Date" field - should be blank for active departments

  • Verify department type is set to "Department" not "Field Class"

  • Review user access permissions for the department

  • Clear any applied filters that might hide the department

Issue: Dimension synchronization failing

• Possible Causes: Setup configuration, permission issues, data conflicts

• Solutions:

  • Check Municipality Setup for Department Dimension Code

  • Verify user has permissions for dimension table modifications

  • Ensure no conflicting dimension values exist

  • Review dimension code format and validity

Field Class Configuration

Issue: Field class not working properly

• Possible Causes: Missing dimension codes, incorrect setup, type issues

• Solutions:

  • Verify Field Class Dim. Code is properly set

  • Check AB Dim. Code configuration

  • Ensure Income/Balance classification is correct

  • Validate dimension value relationships

Issue: Inheritance not working from field class to department

• Possible Causes: Field class setup incomplete, validation errors

• Solutions:

  • Complete all required fields in field class setup

  • Verify field class type is set correctly

  • Check dimension code assignments

  • Re-save department to trigger inheritance

Project Management Issues

Project Setup

Issue: Cannot create project

• Possible Causes: Global Dimension 2 not configured, permission issues

• Solutions:

  • Verify Global Dimension 2 Code is set in General Ledger Setup

  • Check user permissions for dimension value creation

  • Ensure project code is unique

  • Verify dimension setup is complete

Issue: Project not appearing in lists

• Possible Causes: Project blocked, user access restrictions, filtering

• Solutions:

  • Check if project is marked as blocked

  • Verify user access permissions for the project

  • Review any applied filters

  • Confirm project dimension value type is "Standard"

Issue: Account Overview shows no data for project

• Possible Causes: No transactions posted, dimension coding issues, filter problems

• Solutions:

  • Verify transactions have been posted with project dimension

  • Check that transaction dates fall within filter range

  • Ensure project code matches exactly in posted transactions

  • Review account filters and dimension filters

Budget Management Issues

Budget Display Problems

Issue: Budget amounts not displaying

• Possible Causes: Budget setup, filter configuration, dimension issues

• Solutions:

  • Verify Current Budget Name is set in Municipality Setup

  • Check that budget entries include proper dimension codes

  • Ensure date filters encompass budget period

  • Confirm budget name filter matches actual budget name

Issue: Incorrect variance calculations

• Possible Causes: Mismatched periods, dimension inconsistencies, calculation errors

• Solutions:

  • Verify budget and actual amounts are for same time period

  • Check dimension code consistency between budget and actual entries

  • Ensure proper filtering is applied to both budget and actual

  • Review calculation logic (Budget - Actual = Variance)

Issue: Budget overview performance issues

• Possible Causes: Large datasets, inadequate filtering, system resources

• Solutions:

  • Apply more restrictive date filters

  • Enable "Hide Zero Entries" option

  • Use specific department or field class filters

  • Consider data archiving for old periods

Budget Setup Issues

Issue: Cannot create budget entries

• Possible Causes: Budget name setup, dimension configuration, permissions

• Solutions:

  • Verify G/L Budget Name exists and is properly configured

  • Check dimension setup in budget entries

  • Ensure user has permission to create budget entries

  • Verify account numbers are valid

VAT Setup Issues

VAT Configuration Problems

Issue: VAT dimension not automatically assigned

• Possible Causes: VAT setup configuration, posting type settings, event subscriber issues

• Solutions:

  • Check VAT Posting Setup for "Sve VAT Global Dim. 1 Code"

  • Verify Gen. Posting Type is set (Purchase or Sale)

  • Ensure Field Class VAT Setup exists for the combination

  • Contact system administrator if event subscriber not functioning

Issue: Cannot create VAT setup entry

• Possible Causes: Account validation, dimension validation, permission issues

• Solutions:

  • Verify G/L Account No. exists and is valid

  • Check Global Dimension 1 Code is valid department code

  • Ensure user has permissions to modify VAT setup

  • Verify all required fields are completed

Issue: Inconsistent VAT dimension assignment

• Possible Causes: Setup conflicts, multiple configurations, validation issues

• Solutions:

  • Review and standardize VAT Posting Setup configuration

  • Check for duplicate or conflicting setup entries

  • Verify event subscriber is functioning properly

  • Test with sample transactions

User Access Control Issues

Access Permission Problems

Issue: User cannot access expected data

• Possible Causes: Access control setup, user profile configuration, department restrictions

• Solutions:

  • Check Limited User Access Control settings for the user

  • Verify User Setup and Profile assignment

  • Confirm department codes are correct and active

  • Review filter settings and restrictions

Issue: Too much data visible to user

• Possible Causes: Overly broad access, configuration errors, missing restrictions

• Solutions:

  • Review and tighten access control filters

  • Check for conflicting or overly broad filters

  • Verify system is applying filters correctly

  • Implement more restrictive Limited User Access Control

Issue: Access control not working on specific page

• Possible Causes: Missing event subscriber, configuration issues, custom pages

• Solutions:

  • Check if page has event subscriber implementation

  • Verify filter group settings

  • Contact system administrator for custom page requirements

  • Review page-specific access control logic

User Profile Issues

Issue: User profile changes not taking effect

• Possible Causes: Cache issues, override settings, configuration conflicts

• Solutions:

  • Check for Limited User Access Control override

  • Clear user cache and restart client

  • Verify profile assignment in User Setup

  • Test with different user account

Account Dimension Relations Issues

Relation Setup Problems

Issue: Cannot create account dimension relation

• Possible Causes: Account validation, dimension validation, permission issues

• Solutions:

  • Verify G/L Account exists and is valid

  • Check dimension codes are valid and active

  • Ensure user has permission to create relations

  • Verify required fields are completed

Issue: Financial amounts not showing in relations

• Possible Causes: Transaction posting, dimension coding, filter issues

• Solutions:

  • Verify transactions were posted with correct dimensions

  • Check date filters match transaction dates

  • Ensure account numbers match exactly

  • Review dimension filter settings

Issue: Relations not enforcing posting restrictions

• Possible Causes: System configuration, customization requirements, validation setup

• Solutions:

  • This feature may require additional customization

  • Check with system administrator about enforcement mechanisms

  • Verify system configuration for relation validation

  • Review business rule implementation

Reporting and Analysis Issues

Report Data Problems

Issue: Reports show no data

• Possible Causes: Filter settings, user permissions, data availability

• Solutions:

  • Check date filters and user access permissions

  • Verify transactions exist for the selected period and dimensions

  • Ensure dimension codes are correctly assigned to transactions

  • Review report filter criteria

Issue: Export functionality not working

• Possible Causes: User permissions, data volume, system configuration

• Solutions:

  • Check user permissions for export functionality

  • Verify data volume isn't exceeding export limits

  • Try different export formats

  • Contact system administrator for export configuration

Issue: Performance issues with reports

• Possible Causes: Large datasets, inadequate filtering, system resources

• Solutions:

  • Apply more restrictive date and dimension filters

  • Enable "Hide Zero Entries" option where available

  • Consider data archiving for historical periods

  • Run reports during off-peak hours

Data Integrity Issues

Dimension Consistency

Issue: Inconsistent dimension assignments

• Possible Causes: Manual posting errors, system configuration, data migration issues

• Solutions:

  • Run dimension consistency checks

  • Review posting procedures and training

  • Implement validation rules

  • Correct inconsistent data through journal entries

Issue: Missing dimension codes on transactions

• Possible Causes: Posting procedures, system configuration, user training

• Solutions:

  • Review and update posting procedures

  • Enhance user training on dimension requirements

  • Implement validation to prevent posting without dimensions

  • Correct historical data through adjusting entries

Data Synchronization

Issue: Department changes not reflecting in dimensions

• Possible Causes: Synchronization failure, permission issues, system errors

• Solutions:

  • Check synchronization event subscribers

  • Verify user permissions for dimension modifications

  • Review system error logs

  • Manual synchronization if necessary

System Administration Issues

Configuration Problems

Issue: Municipality Setup not saving

• Possible Causes: Permission issues, validation errors, system configuration

• Solutions:

  • Verify user has administrative permissions

  • Check all required fields are completed

  • Review validation error messages

  • Contact system administrator for assistance

Issue: Dimension setup conflicts

• Possible Causes: Multiple global dimensions, conflicting assignments, setup errors

• Solutions:

  • Review Global Dimension assignments

  • Check for conflicting dimension codes

  • Verify dimension setup consistency

  • Consult with system administrator for resolution

Performance and Maintenance

Issue: Database performance degradation

• Possible Causes: Data volume, indexing, system resources, maintenance

• Solutions:

  • Review database maintenance schedules

  • Check index optimization

  • Consider data archiving strategies

  • Monitor system resource utilization

Getting Additional Help

When to Contact System Administrator

• System-wide performance issues

• Configuration changes affecting multiple users

• Event subscriber or customization issues

• Database or infrastructure problems

• User permission escalations

Information to Provide When Seeking Help

1. Specific Error Messages: Copy exact error text

2. Steps to Reproduce: Detailed steps that lead to the issue

3. User Information: User ID and assigned roles/profiles

4. System Environment: Browser, device, network information

5. Data Context: Specific departments, projects, or accounts involved

6. Timing: When the issue started occurring

7. Impact: How many users are affected

Documentation and Logging

• Keep records of troubleshooting steps taken

• Document solutions for future reference

• Maintain error logs for pattern analysis

• Share solutions with other users through knowledge base

Preventive Measures

• Regular system health checks

• User training updates

• Configuration reviews

• Data quality monitoring

• Performance monitoring

• Backup and recovery testing

This troubleshooting guide should be used as a first reference for resolving issues. For complex or persistent problems, always involve the system administrator to ensure proper resolution and prevent data integrity issues.