Dax365FO

It’s possible to create a budget plan based on the previous budget entry. For example, if we want to use the budget of the last period as a basis for the new one, Generate budget Go to: Budgeting> Periodic> Generate budget plan from general ledger Here, select our date range regarding the forecasted transaction: Launch… Read more

It’s possible to create a budget plan based on the previous budget plan. For example, if we want to use the budget of the previous period as a basis for the new one, Generate budget Go to: Budgeting> Periodic> Generate budget plan from general ledger Here, select our date range regarding the forecasted transaction: Launch… Read more

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

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

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