At first glance, entering in all of your budgets within Dynamics AX may seem like a daunting prospect, because it looks like you need to break all of your budget entries out by account, and then by period. But it’s not really the case. You can link all of your budget with Excel templates that you can then use to make the entry an extremely simple task.
Budgeting within Dynamics AX does not have to be a painful process.
Drilling Into AX Detail Directly From The Management Reporter Web Viewer
If you use Management Reporter, then you probably already know that you can drill into the Dynamics AX transactions directly from the Windows based report viewer. You can also do the same through the web based viewer, which is so much cooler.
Now you can browse through your financial reports on your Surface knowing that you can always get back to your detail at any time.
Add Approval Workflows to General Ledger Journals
Workflows are available throughout Dynamics AX and are a great way to make sure that things don’t get done by the right people, in a timely manner, and also provides a great way for people to see what they need to do because only the tasks that they need to worry about are assigned to them. An example of this is that you can create workflow approval processes on any of your GL Journal codes, ensuring that no-one posts journals without some sort of review.
Everyone seems a little bit intimidated by workflows – probably because they think that they require code, and that a developer needs to be involved to set them up – which can’t be further from the truth. Configuring a workflow is as simple as laying out a diagram that describes what you want to do, and then just enabling it.