Budget Planning for Dynamics AX 2012 R2

With the release of Management Reporter 2012 Rollup 4, Management Reporter supports your reporting needs for Dynamics AX Budget Planning, a new solution in Dynamics AX 2012 R2. Budget Planning will appeal particularly to organizations that have formal and structured budgeting processes. Budget Planning allows for multiple budgeting processes to be active at the same time to allow for maximum flexibility. You can use Budget Planning to perform the following tasks: 

  • Associate budget planning processes with budget cycles, ledgers, and organization hierarchies
  • Analyze and update budget plans by using multiple scenarios. You can automatically route the budget plans together with worksheets, justifications, and attachments for review and approval
  • Consolidate multiple budget plans from a lower level of the organization into a single parent budget plan at a higher level in the organization. You can also develop a single budget plan at a higher level of the organization and allocate the budget to lower levels of the organization

Management Reporter supports a wide variety of budget reports, including Actual vs. Budget, Budget Trend reports, budget comparisons, and forecast reports. The screenshots below demonstrate a few of the great reports you can get from Management Reporter in relation to budgets. See the video for even more information.



Read more about Budget Planning here –


Comments (4)

  1. Abra Gilman says:

    Any chance you will be doing the same for GP anytime soon – to replace Forecaster?

  2. CharG says:

    The recommended budgeting solution for Dynamics GP is Microsoft Forecaster.

  3. CP says:

    What about the quantity tracking in budget

  4. @CP,

    Management Reporter supports quantity for the Budget Register as well as Budget Planning. You should see a Book Code in the Column Definition for each of your budgets that contains the word 'quantity'.

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