Dax365FO

Making the invisible visible

Summary: Articles List

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  • Budgeting plan distribution

    The distribution is moving the budget plan from the parent to the child, from a scenario targeting a specific scenario. Typically, it is used in the case of traditional budgeting when the CFO creates a new budget back to the previous period’s budgeting. Then, after the original forecast estimation, the budget is moved as sub-budgets… Read more

  • Budget planning configuration – Scenario & Layout

    Budget planning configuration – Scenario & Layout You need to understand the layout to understand the scenario correctly. What is the scenario for D365FO? It’s a group of columns on our layout. For a better understanding, we can see an example below: Furthermore, the form layout can be personalized by the approbator department. Imagine we… Read more

  • Budget planning configuration – Organization

    This a configuration guide to decide the organization policies how rules our budgeting process planning. Organization operating unit Go to: Organization administration> Organizations> Operating units. The first important thing is to define the operating unit involved in the budget. That is mainly for two reasons: Keep in mind that the budget will be created based… Read more

  • Change session date – Posting date

    Sometimes, to change the “posting date” in the system, we need to change the session date. When we change it, the system will create a new journal or automatic session using the new date. Keep attention: I don’t recommend using this way to affect the posting date. However, sometimes we don’t have a choice (like… Read more