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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Reporting on Draft bud...
Microsoft Dynamics AX (Archived)

Reporting on Draft budgets in Management Reporter?

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Posted on by Community Member

Any ideas if it is possible to run a budget report (12 month column layout) based on Draft budget figures (before budget register entries updated.

I want to check the data we have entered is correct before 'posting' it as there is a lot of room for error here.

thanks

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  • Suggested answer
    RamK Profile Picture
    RamK 2,580 on at

    I believe that you are trying to access budget planning data in MR, please refer blogs.msdn.com/.../budget-planning-for-dynamics-ax-2012-r2.aspx

  • Community Member Profile Picture
    Community Member on at

    Hi, did you find an answer/solution to this?  We were told that you could run reports out of MR based on draft budgets, but only completed budgets appear.

    Thanks

  • Community Member Profile Picture
    Community Member on at

    no I didn't find an answer to this and have the same problem this year.  We are not using the full 'planning' process, just uploading budget register entry data using the Atlas tool.  I'm not aware of any way that we can check what's there on a report before 'updating the budget', i.e. 'posting' it.

  • jgrijalba Profile Picture
    jgrijalba 6 on at

    Change your report on management reporter on the report definition from "posted activity only" to "Unposted activity only" it will pick up your entries that are in draft status.

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