MS Dynamics Corporate Performance Management needs your opinion

MS Dynamics Corporate Performance Management needs your help. They are looking for budgeting thoughts. Is Excel the right interface with data stored in SQL server like so many other successful budgeting solutions or is it something else?

I think it's Excel but you can give them your opinion.

Microsoft Dynamics Corporate Performance Management, Management Reporter & BI Blogger: Budgeting in Management Reporter

Over at Microsoft Dynamics Corporate Performance Management, Management Reporter & BI Blogger
(Phew that's a long title), Les looks at Budgeting in Management Reporter and doesn't find any. That's part of why I prefer deFacto as an alternative.

GP2themax - Helping users get the 'max' from Dynamics GP: Maintain History - Budget Transactions

Frank Hamelly examines Maintain History - Budget Transactions

Going Beyond Management Reporter with deFacto Corporate Performance Management | Dynamics Care Services

My look at Going Beyond Management Reporter with deFacto Corporate Performance Management is up now at DynamicsCare. This is the second part in a 2 part series.

Mohammad R. Daoud: An Error while importing Analytical Accounting Budget

Budget imports have been a hot topic lately with lots of people searching for help. Mohammad Daoud digs into An Error while importing Analytical Accounting Budget and provides a solution.

Trouble Importing Microsoft Dynamics GP Excel Budgets using the Excel Budgeting Wizard » Summit Group Software Blog

Gina Horner encounters some Trouble Importing Microsoft Dynamics GP Excel Budgets using the Excel Budgeting Wizard

I covered this on DynamicAccounting.net way back in July of 2008 as a Weekly Dynamic.It also shows up via MyGPSearch.com.

If you’re stuck looking for information about Dynamics GP don’t forget about MyGPSearch.com and GPWindow.com. Both are broader than Partnersource and a tighter than a Google or Bing search.

History for Budget Transactions in Dynamics GP 2010 R2 | Interesting Findings & Knowledge Sharing

Sivakumar highlights History for Budget Transactions in Dynamics GP 2010 R2 in his new post.

Creating Budgets That Span Multiple Periods | Dynamics GP Insights

New from Dynamics GP Insights, Cindy Boersma shows us to Create Budgets That Span Multiple Periods

Dynamics GP 2010 Budget Transaction Window | DynamicsCare

Amy Walsh digs into Dynamics GP 2010’s Budget Transaction Window over at DynamicsCare.

Maintaining Budget Transaction History in GP 2010

veeyeskay has a nice catch in his latest post. Most of you maintain history in all of your modules, well in GP 2010 you need to check the box to maintain history for the new budget transactions as well. Get the full scoop at Maintaining Budget Transaction History in GP 2010.

Dynamics GP 10.0 creates empty and clear budget

 

Omar Kloub tells about a troubleshooting issue where Dynamics GP 10.0 creates empty and clear budget.

Budget Analysis Query for Dynamics GP

 

veeyeskay also gives us a Budget Analysis SQL Query for Dynamics GP.

Master Budgets in Dynamics GP 2010

 

veeyeskay spends some time with new Master Budgets in Dynamics GP 2010 n his new post.

Weekly Dynamic:Accounts Over Budget SQL for Dynamics GP

I’m wrapping up my metrics series today with some SQL code that shows GL accounts that are over budget. In the past I’ve used this as part of a regular alert to see accounts over budget. It can also be tweaked to show accounts that are approaching budget. This script is already available for download.

--Displays accounts overbudget for the month as of today.


--Set your budget ID in place of 'Budget 2008'. Leave in the single quotes.



declare @BudgetID as varchar(30)

Set @BudgetID='Budget 2008'



SELECT left(GL00105.ACTNUMST,15) as Account,

left(GL00100.ACTDESCR,15) as Description,

left(GL10110.PERIODID,5) as Period,

right(convert (nchar,cast(GL10110.PERDBLNC as Money),1),12) as GL,

right(convert(nchar, cast(GL00201.BUDGETAMT as money),1),12) as Budget,

right (convert (nchar,cast(GL10110.PERDBLNC - GL00201.BUDGETAMT as money),1),12) AS Overbudget

FROM GL00105 INNER JOIN

GL00100 ON GL00105.ACTINDX = GL00100.ACTINDX INNER JOIN

GL10110 ON GL00105.ACTINDX = GL10110.ACTINDX INNER JOIN

GL00201 ON GL10110.ACTINDX = GL00201.ACTINDX AND GL10110.PERIODID = GL00201.PERIODID AND

GL10110.PERDBLNC > GL00201.BUDGETAMT INNER JOIN

SY40100 ON GL10110.PERIODID = SY40100.PERIODID AND GL10110.YEAR1 = SY40100.YEAR1

WHERE (GL10110.YEAR1 = year(getdate())) AND (GL00201.BUDGETID = @BudgetID)

AND (GL10110.PERDBLNC - GL00201.BUDGETAMT > 100) AND ((GETDATE()

>= SY40100.PERIODDT) AND (GETDATE() <= SY40100.PERDENDT))and sy40100.ODESCTN='General Entry'





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Weekly Review: Dynamics GP Budget vs. Actual on Steroids

Dynamics GP does a pretty good job of getting you Budget vs. Actual info for a single account or via a report, for a complete range of accounts. But what if you want an uneven range? What if you don't want the hassle of running a report every time you want to see Revenue vs. Budget for a range of revenue accounts? Surely don't want to take the time to run an FRx report just for that!

If that's the case, it's Account Rollup to the rescue. In Account Rollup you can specify that you want 2 columns. That one column should be Actual and another Budget. When you select a budget column, you also select which budget you want to use.

From there, simply select the accounts you want using any of your segments or segment value combinations. Revenue for one account across all segments? no problem. Revenue for one segment across all natural accounts? sure.

To be clear, you can compare multiple budgets, perform calculations, compare to last year, etc. I continue to be amazed at both the uses for Account Rollup and the number of people who don't know it's in the product. For more info, there's also my original post on using Account Rollup.

Originally Posted by Mark at 3/26/2007 03:59:00 PM

Weekly Dynamic: Budget Modifications

This Weekly Dynamic is a guest post by fellow GPer and long time friend of Dynamic Accounting.net, Zubin Gidwani.

When you open the budget maintenance window, you have the ability to modify one account at a time, however the method button brings up the ability to do a mass modify on all accounts in the budget.

If you hit Calculate and do not understand the implication, you may corrupt your entire budget.  Not so bad with an increase or decrease, that you can reverse, but pray you didn’t use Set Amount, or start looking for your backups. 

FYI

Budget ID table is GL00200, Budget Details table is GL00201 for fast dumps of your data.

The Safe way to modify a single account using the calculation method is on the Single Account Budget Maintenance screen, which can be found linked to the account maintenance screen.

Where, Oh, Where Has My Budget Gone?

We closed out yesterday with a look at new Budget features in GP 2010 so let’s start today looking at locking down budgets from a new article by Christina Phillips of Dynamics GP Land: Where, Oh, Where Has My Budget Gone?.

General Ledger Budget Transactions in GP 2010

I’m slowly catching up and I see that Inside Microsoft Dynamics GP has a look at a new feature to formalize budget changes in their new post General Ledger Budget Transactions.

Dynamics GP Excel Budget Issue

Frank Hamelly reminds us that when using Excel based budgeting, if an account doesn't exist in GP, a budget for that account won't upload and GP won't provide a warning. We use to balance our budgets back to Excel for just this reason. A lot of folks will never run into this if they start with an export from GP and don't add accounts to it. Thanks for the reminder Frank.

Microsoft Forecaster 7 vs. Excel

My colleague Amy Walsh is back comparing Microsoft Forecaster 7 with Excel for Budgeting in Dynamics GP. If you're looking for a budgeting solution, make sure that you read this post.