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Best Practice for Gathering Budget Information

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Posted on by CU03101700-0

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I am looking for suggestions on the best way to gather reporting information for various stakeholders in departments. Our organization managers rely heavily on budgets, encumbrances and vendor invoicing for making business decisions (pretty typical) but the pain for them is that includes too many mouse clicks and places to have to join the information together like a puzzle. Ideally, whether directly in D365 or PowerBI we would like to run a report that takes a couple of variables in our financial dimension (department and account number) and display budget amount, encumbrance, invoiced amount. Are there various entities that we can combine to get that information?

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Deepak Agarwal 8,648 on at

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Reporting is one of most complicated discussion, not from technology but more from what is needed and why.

There can not be one answer to your question, I would suggest to list all report , source and use of each. Than you can explore where each can fit in. Also dont expect everything will fit into one tool. BPP and BPA are great tools from Microsoft solve many problems and Power can support them for any bespoke reports.

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CU03101700-0 305 on at

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So I thought maybe using the budget control statistics report would be a solution, however, it only provides 40% of what is needed. Users are interested in seeing the detail of the PO and Vendor Invoices that have been entered and that's where the report falls short. Even going to actual expenditures for example, it doesn't show the actual invoices but gives you transaction amounts and not who or the invoice associated with the transaction number.

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