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Hi, is there a way to have the same Budget ID for different fiscal years? When I upload the 2009 budget numbers, they spread over the previous years and now I can not print 2008 or 2007 budget numbers. Please help!!
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You could look into possible solutions from Integrity Data, Inc. Here is a link to their website www.integrity-data.com.
This is sample of the CON_IS_YTD, the cosonlidation column that contains different year end for different company, where column A is the company have FY from Sep-Aug, column B, C, E, F have FY from Oct-Sep, and be sure to pick the reporting unit different for each column:
A B C D E F G H
GL GL GL CALC GL GL CALC CALC
ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL
BASE BASE-1 BASE BASE-1 BASE
BASE 12 BASE-1 12 BASE-1
YTD CUR YTD CUR YTD
B+C E+F A+D+G
REPORTING UNIT = DIFFERENT FOR EACH COMPANY
...
Another sample of CON_BS:
A B C
GL GL GL CALC
ACTUAL ACTUAL ACTUAL
BASE BASE BASE
BASE BASE-1 BASE-1
YTD YTD YTD
A+B+C
CONSOLIDATED^A CONSOLIDATED^B CONSOLIDATED^C = REPORTING UNIT
...
this is helpful but part of the issue is our companies are on different year ends so when doing the consolidation we would need one company using dec of 2009 budget (period 12) and the other company using dec 2010 (period 9) so i am having trouble with this.
Also if you want to add three fiscal budgets, in the Calc Formula row, you can add them together = column A + B + C, etc...
A B C
GL GL GL CALC
FY07-08 FY08-09 FY09-10
2008 2009 2010
x TO x 2 TO 12 1
CUR CUR YTD
A+B+C
P<=B
Not sure if this would help, but in the column layout in FRx, you can list as many column as you want for different budget ID, and in the print control, you pick P<=B so if you want to print only FY07-08, and the Report Date is for example 1/31/2008, this print control will only display budget for FY07-08, etc...:
GL GL GL
FY07-08 FY08-09 FY09-10
2008 2009 2010
x TO x 2 TO 12 1
CUR CUR YTD
P<=B
....
BTW, FRx might be discontinued some time next year for good. Good luck.
The other issue here is if you have multiple companies with different fiscal years. you need to be able to do a budget that covers all fiscal years so company a end 12/31 and company b ends 3/31 you would want a 15 month budget so you could report for either company or the consolidated. company. grouping on dates and not on periods. This is very fustrating and have not found an easy answer.
Thanks, I have 2007-2008 and I want to create just one Budget ID, for example, Budget, and include on it the years 2007-2008-2009 because if I have many budget ID's, everytime I run a report from previous years on FRx, I need to go to the column layout and change the budget ID. I thought I can have one budget ID and many years because Dynamics have that option on the budget screen.
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