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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / NAV 2009 Consolidation...
Microsoft Dynamics NAV (Archived)

NAV 2009 Consolidation (Multisite Operations) Budgeting

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Posted on by Community Member Microsoft Employee

I am currently utilising NAV 2009 to perform the consolidation of a number of group entities. I am currently using the Multisite Operations function within NAV. I am able to import and process the consolidation to import each individual company (business unit) for actual ledger entries for the period into the "consolidated company". Where I am having difficulties is dealing with updates to the forecasts for each business unit and having to reflected in the consolidated company. Is there an easy way to import / process the import of the remaining forecasts for each business unit so this can be easily updated / accessible in the consolidated company.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: NAV 2009 Consolidation (Multisite Operations) Budgeting

    Thank you Jens.

    I may need to discuss this with our Microsoft partner for a customisation. Ashame that this inst embedded in NAV as a basic feature given that the consolidation feature doesn't work too badly.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: NAV 2009 Consolidation (Multisite Operations) Budgeting

    Thank you Neville.

    I was hoping that NAV might have an inbuilt function rather than having to export then reimporting. This solution works with a small number of companies but becomes a little more cumbersome with a higher number of companies in the consolidation.

  • Verified answer
    Jens Glathe Profile Picture
    Jens Glathe 6,092 on at
    RE: NAV 2009 Consolidation (Multisite Operations) Budgeting

    Hi,

    consolidation (in NAV) is not so easy to use, there are some drawbacks, especially with re-importing a period. I have built a consolidation for budgets into the same function, a few years ago. Worked nicely, was intended for a fast close scenario. If the manual export/assign accounts/import process appears to be too tedious or error prone, I'd suggest to build it into the consolidate function. And those drawbacks with re-importing a period can be mitigated, too.

    with best regards

    Jens

  • Suggested answer
    Aleksandar Totovic Profile Picture
    Aleksandar Totovic 16,765 on at
    RE: NAV 2009 Consolidation (Multisite Operations) Budgeting

    Do you have the same gl accounts and dimensions in all companies? If you use the same gl accounts and dimensions, Neville gave the best idea.

    If you have different gl accounts or different using dimensions, you'll have to modify Excel files (modify accounts and/or dimensions) before import in consolidation company or to make customization (make new function).

  • Verified answer
    Neville Foyn Profile Picture
    Neville Foyn 4,320 on at
    RE: NAV 2009 Consolidation (Multisite Operations) Budgeting

    Hi

    Could you not use the export budget to excel function, then import them into the consolidation company?

    Cheers

    Nev

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