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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Nav 2013 - Income &...
Microsoft Dynamics NAV (Archived)

Nav 2013 - Income & Expenditure Forecast

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Posted on by Adriaan 85

Hi,

We currently report monthly accounts via Jet displaying actual vs budget. This is working great, but as the next phase we would like to add a forecast in to the mix as well.

I've tried to look at a way to import a forecast in to NAV, but I seem to get stuck with on complex sales and cash flow forecasts and not something simple like the budget upload process. 

Can anyone help?

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Hi,

    the table you are looking for is the Production Forecast Entry (99000852). This screen doesn't have an import function like with the budgets. If you want to import them, you will have to use the migration tools in the Rapidstart services. To have an example what to insert, you can fill in some entries in the application (you can find production forecast in the manufacturing area under planning).

    Once you have some entries, export them to excel from the Rapidstart services, and you will have an example how to import the forecast.

    However, reading your post, I am not sure this is what you are looking for a a 'forecast'.

    Can't you put in the forecast you are talking about, as a second budget ? You can enter multiple budgets in the system.  

    kr,

    Francis

  • Suggested answer
    keoma Profile Picture
    keoma 32,729 on at

    have a look at

    dynamicsnavfinancials.com/.../nav-dimensions-in-budgets-and-consolidations-part-12-of-15

    and search in that nav financial blog about your concerns.

    also follow:

    msdn.microsoft.com/.../hh172742(v=nav.70).aspx

  • Adriaan Profile Picture
    Adriaan 85 on at

    Hi Francis,

    Thank you very much for the reply. I've been concidering using a second budget. This would be the easiest way I think.

    My only issue with this is how to include 2 different budgets in to an "Analysis View" to be used through Jet reporting. Any ideas?

    Once again, thank you very much for the help.

    Adriaan

  • Community Member Profile Picture
    Community Member on at

    Hi Adriaan,

    I thought you got the budget table direclty in Jet. I don' think you can

    I think you might have to solve this in Excel or jet rather than trying to do it in NAV.

    Maybe you can make 2 Analysis views, and read both of them via Jet ?

    kr,

    Francis

  • Adriaan Profile Picture
    Adriaan 85 on at

    Thanks Francis. Going to try and load up a forecast as a second budget and see what happens.

    Thanks for the help.

    Adriaan

  • Adriaan Profile Picture
    Adriaan 85 on at

    Great stuff!!!

    Found the answer. Francis, you put me on the right track, much appreciated. I'm adding my answer for completeness sake.

    Nav does not hold a specific module for I&E forecasting, and it does not have too as I've discovered. Using the budgeting section you can create multiple budgets, or forecasts, in this case.

    What I already have is a budget for the current year called "2014 Budget"

    What I've done to create the platform for forecast is the following:

    1. Created an additional budget called "2014 Forecast".

    2. Loaded the forecast number against this budget

    Reporting through Jet:

    1. If you have only been using 1 budget per year up to now, you probably do not specify the budget name in your GL() formula. Once you have loaded a second budget (forecast) you need to make sure that you specify the budget name in every report (or analysis view - if only wanting to use one budget version for reporting) you use.

    2. If your not sure where to add this in the formula, look at the formula using the Function Wizard. You will see a box called "Budget" near the bottom of the list. Drop-down will show you all available budgets.

    3. This also allows you to use multiple budgets in one report.

    All the best and good luck!!

    Adriaan

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