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Finance | Project Operations, Human Resources, ...
Suggested Answer

Budget Matrix fields template form in setup section in budget module could not open AX 2012 R3 CU12

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Posted on by 98

Hi All,

in our AX 2012 R3 CU12 Env, the Budget Matrix fields template in setup section in budget module could not open, without any error or log ?

is there any setup action needed?

Thank you,

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Mohammad Deeb,

    Can you share a screenprint of the Budget Matrix field template? I am not familiar with them and would like to see it to ensure that this is not the outcome of a customization.

    Many thanks,

    Ludwig

  • MDeeb Profile Picture
    98 on at

    Thank you Ludwig for your reply, below is a screen shot of the form we are trying to access, there is no current customization on the form. it is working on development environment but not on UAT and not on production.

    pastedimage1570629681418v1.png

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    Please have a look at the following documentation:

    download.microsoft.com/.../Configuring Budget Plan Templates for Microsoft Dynamics AX 2012.pdf

    docs.microsoft.com/.../create-budget-plan-templates-manually

    They should help you getting this work.

    Best regards,

    Ludwig

  • MDeeb Profile Picture
    98 on at

    Hi Ludwig,

    Thanks a lot for your help

    As per below documents I tried to use Budget plan worksheet template wizard but in available side there is nothing to select as the below screen shoot, also I tried to use excel addins but I got the  below error.

    pastedimage1571038425066v1.png

    pastedimage1571038472168v2.png

     

     

     

     

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