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…

Next stepsKey actions, resources and Convergence-related sessions/activities

Submit your session evaluation through our mobile event app or by logging into My Convergence on your PC.

Review and relive session recordings and PowerPoint files inside My Convergence.

The Convergence Experience Center has free technical support, Convergence theater presentations, demonstrations and the social experience, featuring the Media Wall and live social feeds.

Use the #MSDynAX and #conv13 hashtags

Scan this tag to get points for participating in this session.

Access Explore Socialize

© 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.