Book Image

Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

By : Roberto Stefanetti, Alex Chow
Book Image

Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition

By: Roberto Stefanetti, Alex Chow

Overview of this book

Microsoft Dynamics Business Central is a full business solution suite and a complete ERP solution, which contains a robust set of development tools; these tools can help you to gain control over your business and can simplify supply chains, manufacturing, and operations. Implementing Microsoft Dynamics 365 Business Central On-Premise covers the latest features of Dynamics Business Central and NAV from the end users' and developers' perspectives. It also provides an insight into different tools available for implementation, whether it's a new installation or migrating from the previous version of Dynamics NAV. This book will take you from an introduction to Dynamics NAV 2018 through to exploring all the techniques related to implementation and migration. You will also learn to expand functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, and implement free third-party add-ons to your existing installation. As you progress through the book, you will learn to work with third-party add-on tools. In the concluding chapters, you will explore Dynamics 365 Business Central, the new Cloud solution based on the Microsoft NAV platform, and techniques for using Docker and Sandbox to develop applications. By the end of the book, you will have gained a deep understanding of the key components for successful Dynamics NAV implementation for an organization.
Table of Contents (22 chapters)
Title Page
Copyright and Credits
Dedication
About Packt
Contributors
Preface
Index

Account schedules


The account schedules functionality is part of the Analysis and Reporting section of the Financial Management area. Itis meant to create customized financial reports based on general ledger information, budget information, or on the analysis views information. Account schedules can group data from various accounts and perform calculations that are not possible directly on the Chart of Accounts.

When defining account schedules, the information that will be displayed on both rows and columns can be defined.

To see how it works, we will create a simple account schedule that will compare budgeted amounts with real amounts. To do this, we will perform the following steps:

  1. Navigate to Departments | Financial Management | Reports and Analysis and choose Account Schedules.
  2. Click on New to create a new account schedule, as demonstrated in the following screenshot:
  1. For the new account schedule, select EXAMPLE as Name, comparing budget versus actual as Description, and ACT/BUD as Default...