web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Management Reporter an...
Microsoft Dynamics GP (Archived)

Management Reporter and Encumbrance Management

(0) ShareShare
ReportReport
Posted on by Sheilajr 745

I cannot find any documentation on the ability to include Encumbered figures in a column in MR.  We used to be able to do this in FRx and I have a client who needs the ability to do this but I cannot confirm this.  

The client has Encumbrance Management but has not activated or setup the module and I don't want them to go through all that if it won't even work.  The encumbered figures from their PO system are critical to their financial reporting to their managers.  They currently use Crystal to pull these figures from the PO module.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Keith Vogt Profile Picture
    Keith Vogt on at
    RE: Management Reporter and Encumbrance Management

    The encumbrance management budgets in MR should appear in the column definition under the FD columns.  You'll find them under the Book Code, with an ID like ENC##.

    MR can only report on the encumbrance budget amount.  You won’t be able to see the encumbered amount or any transaction details.  MR will only show the budget amount with no other details.  It only grabs the values that are in the GL00201 table and not the encumbrance values.

  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    RE: Management Reporter and Encumbrance Management

    There are examples of this in our new Management Reporter book.  Check it out at www.accoladepublications.com

  • Sheilajr Profile Picture
    Sheilajr 745 on at
    RE: Management Reporter and Encumbrance Management

    Hello Keith,

    Just so I understand you completely - the budget that is created for the Encumbrance has lump sum numbers that cannot be drilled down to but when the Encumbered figures are changed will it change the budget figures?  I want to know if when the PO's are generated and received against will the budget figures get updated?  I can understand why you can't drill down into the numbers.

    Thank you,

    Sheila

  • Keith Vogt Profile Picture
    Keith Vogt on at
    RE: Management Reporter and Encumbrance Management

    Hi Sheila,

    The encumberance in MR is pretty basic, so it's not going to include the details.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans