Management Reporter – Updated budget control integration for AX2012 in CU14

February 22nd, 2016 by Stephen Jones Leave a reply »

(This capability is also available for AX 2012 R2 and requires a hotfix KB 3091042 similarly there will be a hotfix for Ax 2012 RTM)

Management Reporter CU14, introduced a new method of integration for budget control related data. Previously budget control category data was integrated as book codes; for instance, FY2015 – ConfirmedEncumbrances or FY2015 – ConfirmedPreencubrances.

Management Reporter CU14, has a single budget control book code per budget model (ex. FY2015-BudgetControl) and the budget control categories (ex. Original budget, Draft Encumbrances, Encumbrances, etc) integrate as attributes allowing for greater flexibility and consistency in regards to report design.

Budget reservations for draft actual expenditures is incorporated into the new design.

Below is an example of how to create a budget funds available column definition using a single budget control related scenario (book code) and filtering columns for specific budget control categories. Notice that the Book code = FY2015BudgetControl (where FY2015 is the name of the budget model). The attribute filter is set to the budget control category to display in this column.

BudgetFundsAvailCol1A
Addi columns for actual expenditures, encumbrances, and Pre-encumbrances in the same manner:

BudgetFundsAvailCol2

When using this column definition within a report definition, mark “Posted and unposted activity” in the Provisional field if to include any draft amounts for budget control categories.

BudgetFundsAvailReportDef

Future CUs will provide a budget funds available report by default to use as a starting point for your report designs.

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