Reporting on quantity values from Microsoft Dynamics AX 2012
Management Reporter can be used to create some great operational reports. Linking a report to Excel is one great way to get at additional data, but actual quantity or budget quantity values can be used for statistical data as well.
I've seen many great operational reports such as:
- Weekly material usage report based on number of units manufactured
- A hotel calculating occupancy rates and determining profitability
- A healthcare provider calculating costs and profit based on daily staff count
- Organizations using square footage or headcount to allocate rent expenses to each department
To post quantity to actuals you are required to post a non-quantity amount as well. Some users may prefer to create a new alphanumeric or 9x account at the end of your chart of accounts for quantity postings. Others will find posting to their existing accounts works fine for them. Here is a screenshot of posting quantity within a general journal entry:
To post quantity to the budget register you need to expand the budget account entry details fast tab, and fill in quantity there.
To post quantity to budget planning, you can setup a scenario with a non-currency unit of measure.
Here is the Management Reporter column definition used to report on these entries.
Comments
Anonymous
February 17, 2015
Hi Am unable to post zero amount budget register entry. It is throwing error "Budget register entry USMF000011 has an amount of 0.00".Anonymous
February 26, 2015
Hello Ryan, Could you please tell me, is there any additional set up shall we do while posting "Quantity related budget entries" because I'm getting an error like "Budget register entry 000002 has an amount of 0.00" as per above example. Plz provide solution on this ASAP Ryan.