March 18-21, 2013New Orleans
#conv13
Budget Planning & Control for Microsoft Dynamics® AX 2012 R2 Kim KroetschSenior Engineering Lead
Swamy NarayanaPrincipal Program Manager LeadMicrosoft
CSAX47
Budgeting overview
• Multi-year planning• Operational, capital, and
revenue• Multiple scenarios • Workflow process model• Editing in Microsoft®
Excel®
• Aggregation and allocation
• Integration to general ledger, human resources, fixed assets
• Dimension integration
• Traceability of amounts
• Workflow enabled• Service enabled• Transfer policies
• Budget hierarchy • Control
expenditure cycle• Rule based • Budget funds
available• Extensible
framework
Budget planning
Ledger budget
Budget control
Microsoft Dynamics AX 2012Microsoft Dynamics AX 2012 R2
What we’ll cover today
Budgeting ForecastingPlanning Control
Planning scenario
Define the process
Examine historical trend
Make adjustments
Planning
Contoso operating expense planningSwamy Narayana
Demo
Key demonstrated features
Flexible calendar integration
What if planning scenarios
Smart Excel templates
Planning
What we’ll cover today
ForecastingPlanning ControlBudgeting
Budgeting scenario
Define company targets
Define department targets
Transfer to budget register
Budgeting
Contoso operating expense budgetingKim Kroetsch
Demo
Key demonstrated features
Integration with general ledger
Process orchestration through workflow
Allocations by dimensionsand periodsBudgeting
What we’ll cover today
ForecastingPlanning Budgeting Control
Control scenario
Check available budget
Enter planned expenditures
Handling variances
Control
Contoso operating expense controlKim Kroetsch
Demo
Key demonstrated features
Control expenditures
Enter planned expenditures
Handling variances
Control
What we’ll cover today
Planning Budgeting Control Forecasting
Forecasting scenario
Copy from budget plans
Analyze trend data
Handling variances
Control
Contoso operating expense forecastingKim Kroetsch
Demo
Key demonstrated features
Flexible input selection
Use Microsoft Excel to analyze the variences
Update forecast
Control
Key Budgeting Advantages
User front end•Microsoft® Excel®•Microsoft Dynamics AX client•Microsoft Dynamics AX Enterprise Portal• Smart templates• Ease of use and faster adoption
Central database•No more version control nightmare•Workflow to manage process• Integrated Financials, human resources, and fixed assets•Budget control on selected transactions
Reporting•Role centers and reports•Budget planning cube• Integrated reporting with Microsoft® Management Reporter
Screen shot of Role center,
B & A graph…
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© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.