Book Image

Microsoft Dynamics NAV 2016 Financial Management - Second Edition

By : Anju Bala, Cristina Nicolas Lorente, Laura Nicolàs Lorente
Book Image

Microsoft Dynamics NAV 2016 Financial Management - Second Edition

By: Anju Bala, Cristina Nicolas Lorente, Laura Nicolàs Lorente

Overview of this book

Microsoft Dynamics NAV is a global Enterprise Resource Planning (ERP) solution that provides small and mid-size businesses with greater control over their finances and a way to simplify their supply chain, manufacturing, and operations. Microsoft Dynamics NAV Financial Management explains all you need to know in order to successfully handle your daily financial management tasks. This book walks you through all the improvements in the latest release and shows you how to apply them in your workplace. You will learn about functionalities including sales and purchase processes, payments, bank account management, reporting taxes, budgets, cash flow, fixed assets, cost accounting, inventory valuation, workflows, sending and receiving electronic documents, and business intelligence. This book comprehensively covers all the financial management features inside the latest version of Dynamics NAV and follows a logical schema. By the time you’re finished this book you will have learned about budgets, cash flow management, currencies, intercompany postings, and accounting implications in areas such as jobs, services, warehousing, and manufacturing.
Table of Contents (15 chapters)
Microsoft Dynamics NAV 2016 Financial Management - Second Edition
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
5
Foretelling - Budgeting and Cash Flow Management

Analysis views


Analysis views are used to analyze information about dimensions from General Ledger entries, budgets, and cash flow forecast entries. As we have seen, not all dimensions are easily accessed. Analysis views are meant to access all the dimensions in the same easy way, in groups of a maximum of four dimensions at the same time. The four dimension groups may seem a limitation but aren't, since we can create as many analysis views as needed, combining all the dimensions we want.

Creating an analysis view

Follow the given steps to create an analysis view:

  1. Navigate to Departments | Administration | Application Setup | Financial Management | Dimensions | Analysis Views. The Analysis Views page will open showing the existing analysis views.

  2. Click on an existing analysis view. View the analysis view card with the data shown in the following screenshot:

  3. Click on the Update option found on the ribbon bar to create analysis views entries based on the criteria that you set up on the card.

    Note...