Management Reporter CU7 announced support for currency translation for Dynamics AX 2012 customers. Customers on Dynamics AX 6.1 CU5 or AX 6.2 CU2 or later will have the fields required for users to be able to view their data in both functional and reporting currencies from the web viewer. Customers will have increased flexibility in viewing actual, budget, budget control and budget planning data in multiple currencies.
This blog is the first in a series of three blogs that showcase the functionality in Management Reporter and Dynamics AX 2012.
The first step in preparing to view financial reports in multiple currencies it to understand how exchange rates are calculated. There are four options in Dynamics AX 2012 for calculating exchange rates in Management Reporter:
The second step in preparing to view your financial reports in multiple currencies is to complete the required setup in Dynamics AX 2012.
Two fields have been added to the Main Accounts and Main Account Templates in the Management Reporter fast tab:
For budget, budget control and budget planning data, define the Exchange rate type in the Ledger.
Now that you understand how exchange rates are calculated and how to set up Dynamics AX 2012 for translation you are ready for reporting.
This blog-post is all about the translation services.Its the currenct translation for Microsoft Dynamics.Its a good post.
However, I'm not sure how to deal with a situation where my customer is having many language translations for a given Main account and/or Dimension values. Must I create a Row definition for each of the languages that I want to see the report in? Or perhaps it is capable of looking at the language of the user in AX (under 'Tools/Options')? My testing of this indicates that MR is not that intelligent, but I thought I better check with you before rushing to conclusions.
You can view your data in any of the currencies in the Management Reporter web viewer by clicking on the currency icon in the app bar. You do not need to do any different set up in the row definition. Unless I am misunderstanding your request it should be easy to just swap between any currency. If however you have deeper requirements and want to discuss send me an email and we can quickly chat: email@example.com