Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

Reporting on quantity values from Microsoft Dynamics AX 2012

Reporting on quantity values from Microsoft Dynamics AX 2012

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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:

To post quantity to actuals you can enter a zero dollar transaction and just fill in quantity on the general tab. 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.

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  • Hi Am unable to post zero amount budget register entry. It is throwing error "Budget register entry USMF000011 has an amount of 0.00".

  • 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.

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