MANAGEMENT REPORTER

A 7-part series is going on right now on the Management Reporter team’s blog showing how to use Management Reporter to help with the consolidation process.  They wrote it as a series to help support all the various nuances that customers run into when doing consolidations. 

 

Here is the summary of the series:

  • Part 1 contains an overview of consolidating data across one or multiple Dynamics ERPs with the same chart of accounts and same fiscal periods.
  • Part 2 describes consolidating across one or multiple Dynamics ERPs with different chart of accounts.
  • Part 3 defines the process for consolidation across one or multiple Dynamics ERPs with different fiscal periods.
  • Part 4 is focused on reporting with multiple Dynamics AX 2009 instances (AOS) and/or if currency translation and eliminations are required.
  • Part 5 will show you how to report on consolidation data that resides in non-Dynamics ERPs.
  • Part 6 will discuss how to produce a consolidated report in Management Reporter that includes a column for elimination entries.
  • Part 7 will focus on scenarios where a company does not own 100% of a subsidiary.

Dynamics CPM blog (covers Management Reporter and Microsoft Forecaster)

 

Connector blog