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ANALYTICS AND REPORTING |
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Microsoft Dynamics® Dimensions help you to better understand where your business is going. Microsoft Dynamics® Financial Management
frees you to focus on your business. Key Benefits:
Microsoft Dynamics delivers the flexibility, reliability and usability you need to analyze and evaluate your business. The solution allows you to attribute characteristics to the information you record and use in your daily work, giving you the power to ask searching questions about your business and act upon the answers. You can seek more effective ways of doing business, develop your analytic tools in an easy way, and base important decisions on reliable information. DIMENSIONS The intricate set of relationships that make your business a success is often difficult to fathom. What factors make a particular product successful? Where are you failing to deliver? How do actual costs compare with allocated budgets? The Dimensions feature in Microsoft Business Solutions helps you answer questions about your business. By combining the analysis of different dimensions, you can get a better understanding of how well your business is operating, where it's going and where it needs help. Dimensions allow you to attribute characteristics to the information you record and use in your daily work, giving you the power to ask searching questions about your business and act upon the answers. You can seek more effective ways of doing business, develop your analytical tools in an easy way and base important decisions on reliable information. You can also use dimensions to allocate responsibility.
By using dimensions on posted entries and budget entries, you have
the ability to monitor how individual units (for example, a responsible
department or region) are performing and to compare performance
with other units (such as previous periods and budgeted amounts). The possibilities for creating new dimensions and
changing existing ones are endless. It's easy to add new dimensions
on the fly, and there's no limit to the number of dimensions, or
the number of values, that can belong to each dimension. You can
change existing dimensions to reflect your business processes because: You can also support the way your business operates
by defining default dimensions. For each default, you can also define
posting rules that determine the way dimensions information may
be posted. For example, you can define that a dimension value must
always be used for a particular account or account type. Defaults
also ensure quicker data entry with fewer errors. Flexible Dimensions Define an unlimited number of dimensions and dimension values at any time. Name dimensions as you please, so that your dimensions setup reflects the specific needs of your company at all times. Add new dimensions without disrupting your accounts
structure in any way because:
Maintain dimension value hierarchies independently of your chart of accounts. You can maintain a highly detailed reporting and accounting hierarchy without having to create and manage a cumbersome range of accounts and sub accounts.
Enter all other dimensions data in a separate Dimensions window using a conveniently located button on all journals and documents. Use defaults to reduce manual data entry and ensure that the desired dimensions data is always posted.
Gather and view posted G/L entries for immediate
analysis by attributing characteristics to the information you record
in your daily work. You can, for example, attribute: Make general analysis much easier to understand by compressing analysis view entries so you see only totals (based on a vast number of G/L entries). Sort and gather all G/L entries with at least one of up to four dimensions specified for each analysis view. For example, you might create an analysis view that gathers all G/L entries for departments operating in specific geographic areas, excluding those entries relating to a particular sales campaign. Update the g/l entries included in an analysis view manually to gather new G/L entries posted since the last update, retain saved versions of an analysis view without new updates, or have the program update an analysis view each time a G/L entry with the specified attributes is posted. Present the contents of an analysis view in a matrix
form in the Analysis by Dimensions window: Uncover the factors involved in creating particular results or relationships. You can drill down from analysis view entry totals to each individual analysis view entry, and then further still to the specific G/L entries that comprise a particular analysis view entry. Optimize your analyses by exporting the information in your Analysis Views to Microsoft Excel. Here you can make the most of Excel's facilities for data presentation and manipulation.
Filter your budget by up to four dimensions in order
to: Copy a budget including dimensions from a previous period for use in a new period while using an adjustment factor. Easily export and import Dimensions on budgets to and from Excel. Create various Excel budgets at a number of sub-units
(for example, departments) and then import them back into Navision
to create a single aggregate budget with all dimensions information
attached.
Use Dimensions to create specific reports: " The Dimensions - Totals report. This report
shows G/L entry totals organized by G/L account, dimension values
and selected dimensions. For example, you can view department totals
per product, per sales region.
Basic Dimensions includes: Advanced Dimensions includes: Financial Management In 1494, the Italian monk Luca Pacioli wrote the world's first book on accounting in order to "give the trader, without delay, information as to his assets and liabilities." Five hundred years later, fast and easy access to bottom-line information is still what you need to run your business. Today, however, the increased pace of business has intensified the need for efficient financial management even more. Therefore, the last thing you need is a business solution that slows down operations by placing new demands on your organization. Far from inhibiting work, Navision adapts and evolves
to match the way in which your business operates. It helps you discover
opportunities and motivates users to do more and to learn more. You can customize the design within minutes by changing
the appearance of forms, adding additional fields and tables and
creating user-specific menus. Furthermore, you can handle the full range of legal
requirements and currency issues inherent in international trade,
including euro business. You can operate and report to authorities
in the currencies of your choice. You can examine individual transactions and information
about particular events quickly and easily. You can drill down on
the fly to investigate a specific amount, or you can use highly
specific filtering criteria to find exactly the information you
need. Dimensions help you get the most out of your information. The possibilities are endless because it's easy to add new dimensions, and there's no limit to how many you can add. Navision also takes the complications out of foreign
trade and opens your eyes to the opportunities available in new
markets. Each customer or vendor gets the level of service you want
to offer. You can receive and make payments in any currency (regardless
of the currency normally used for a particular customer or vendor).
You delve deeper into your work because the information you want is at your disposal and access to it is straightforward. You can drill down to information quickly and set filters easily. It encourages you to look further than account balances. Account schedules allow you to use the data in your
general ledger to help drive your business. You can use a range
of pre-defined reports or your own customized company-specific reports.
The financial information generated in this way can then be presented
on a Web browser or distributed by e-mail, so that managers and
employees, network partners and investors can stay informed about
your company's activities. About Microsoft Business Solutions FlowFields and Lookup Buttons Use flowfields to receive
the most up-to-date financial data: Specify which information should be displayed in
a window by using filters on flowfields and tables: Lookup buttons in many fields give you direct access
to information in a table (for example, from a journal line):
Define an unlimited number of G/L accounts and arrange them into a hierarchical structure with posting and total accounts. Make filtering and reporting easier by defining totaling formulas to gather totals from more than one account. View only the information that you need: Quickly adapt your chart of accounts to fit new needs: Attribute a range of characteristics, posting criteria and business rules to each individual account. For example, assign a default department and project code to an individual account and define rules for how these codes are to be used in conjunction with that account number. Use a range of balances to view debit and credit information for accounts, periods, department or project, and compare this with budgeted balances. You can use the Detail Trial Balance report to print this information.
Name dimensions as you please, so that your dimensions setup reflects the specific needs of your company at all times. Set up dimension value hierarchies to reflect your reporting and accounting needs. Use default dimensions effectively to avoid a lot of manual data entry and ensure that the desired dimensions data is always posted. Use Analysis Views to investigate relationships between dimensions and monitor performance. Attach an infinite number of dimensions to each budget entry. Export your Analysis Views to Microsoft Excel to make full use of Excel's visual and presentation capabilities. Flexible Accounting Periods Define any starting date
for the fiscal year and specify your own accounting periods with
an unlimited number of periods of any duration: Use filters to view and print financial data across periods, regardless of starting and closing dates. Transfer income statement balances to your balance
sheet with ease using the Close Income Statement batch job: Securely close your fiscal year while retaining the
flexibility to ensure correct accounting data: Foreign Trade and Currency Management Maintain general ledger in two different currencies so you can view balances online and print financial reports for two currencies simultaneously. Invoice a customer or a vendor in an unlimited number of currencies. Manage entire customer and vendor accounts in a foreign currency. Define an unlimited number of currencies and determine the way in which foreign currency amounts are rounded and posted. Set up relational exchange rates in the format applicable in your country. Traceability Transactions leave a complete audit trail, so even complex business transactions become transparent. G/L registers record every entry made and where and when it originated. View all G/L entries for all accounts or specific
accounts from your Chart of Accounts, account cards and so on:
The Change Log records all direct user changes to master data. Get a chronological list of all changes to any field in any table and see who made the changes.
Automate procedures and policies in an organization
by using business rules. Influence how your accounting is conducted
and increase the consistency of data entry, and thereby data output.
Force documents to balance for each document type and document number before a journal can be posted. Print a test report that highlights any corrections that need to be made before posting the journal. Present your journals as you please. Using the Show/Hide function, you can select which fields are shown in the journal window. Use recurring journals for frequent transactions, whether they are of fixed or variable amounts. You can also set an expiry date for when a series of recurring posts should end. Use allocation keys to allocate an entry in a recurring
journal to more than one account. Allocate by: Budgets Create and maintain budgets in an easily comprehendible matrix form. Investigate budgetary performance using account schedules and specific budget reports. Have as many budgets as you want and of any period length, with the level of detail necessary to direct and control your business. Attach an infinite number of dimensions to each budget entry. Allocate budgets on total accounts, for example, on accounts where a monetary ceiling has been set but no specific expenditures have been identified as yet. Create very specific 'sub-budgets' within an overall budget, such as a sales budget for a particular customer target group per department over a specified period. Monitor how individual units are performing and compare performance with other units, previous periods and budgeted amounts using dimensions on budget entries. Create budgets quickly and efficiently by copying
budgets from previous periods to a new period using an adjustment
factor: Exporting budgets to Excel and importing adjusted budgets back into Navision gives you the flexibility to distribute your budgets easily in the form best suited to your organization.
Export your account schedules to Excel to make full use of Excel's visual and presentation capabilities.
Transfer from different accounting structures to your own by dimension or business units. Ensure that financial statements in different currencies are consolidated trouble-free using Navision's well-developed exchanged rate functionality. View the effects eliminations will have on the consolidated company using the Eliminations report prior to posting eliminations. Ensure that you have set up consolidation procedures correctly using the Consolidation - Check Database report.
To obtain all of the above-mentioned features, the following granules are required:
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