Dax365FO

Making the invisible visible

Summary: Articles List

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  • Generate budget planning from the general ledger

    It’s possible to create a budget plan based on the general entry previously recorded. We suggest using this path for the non-operations elements, such as link bank commission, interests, etc.… So, all these elements are complex to make an internal forecast, and the amount is insignificant. Generate budget Go to: Budgeting> Periodic> Generate budget plan Read more

  • Simulate Budget planning with Excel

    D365FO Solution The process is an extension of the regular procedure used to manage the budget plan with Excel. It consists of applying a dedicated spreadsheet to make advanced simulations and then transferring the result in the budgeting plan using Excel Macro. Below, you can see a quick example: Example We start from this revenue Read more

  • Manage budget plan with excel

    D365FO Solution Particularly in the budgeting plan, the integration with Excel can be used by the k-user to inquire and modify the budget plan. Because the estimations can become very complex, Excel provides better versatility for changing the planning based on the extra-system calculation. The activities that we are going to show in this process Read more

  • Budget solution landscape

    Architecture perspective This article aims to provide a landscape of the budgeting structure in D365FO. So, it’s unnecessary to be a functional expert; you can use this article from an architectural perspective to better understand the functionality component of the solution and the process managed by D365FO. That is an accelerator to understand the overall Read more

  • Transfer budget planning to a budget entry

    Transfer budget planning to a budget entry When we finish the budget planning process, we should start to feed the budget control. So, to do it, we need to convert budgeting planning into a budget register entry. D365FO has a dedicated batch function to perform that. Keep in mind that each budget plan can be Read more

  • Generate budget planning from the forecast demand/supply

    Demand forecasting is different from master planning. It’s a long-term plan used by companies to anticipate demand/supply. This paper explains the data source that will feed our budget planning. So, we will not explain how to produce a forecast automatically, because it is a matter of master planning. The activities for planning to create the Read more