12/7/2023 0 Comments Budget planning templatesFor example, one template might show summarized details in one stage for a high-level manager, and another template might show more details in another stage for a budget manager. Make sure that the template shows only the information that users need. When you create worksheet templates, consider the following best practices:įocus on the purpose of the template. You can right-click a sheet tab to display the BudgetPlanText page. When you create a worksheet from the template, an additional hidden page named BudgetPlanText is added to the worksheet to support the budget plan header fields. The details on this page include any errors that occurred. The page that displays the publishing status and details when information is published back to the budget plan from the worksheet. This page should have the focus when you close the template file.Ī required page that must contain all the required fields, key fields, optional fields, and any fields that are used in the matrix fields but that are not already included. The page that the user sees and works with. The following table describes the sheets in a typical worksheet template. Each sheet or page in the worksheet template has a different purpose. When you open Excel, the pages in the worksheet template are identified as numbered sheets, such as Sheet1 and Sheet2. In the Data source name field, select the name of the query. In the Data source type field, select Query reference. To select a data source for Word templates, click New, and then follow these steps: In the Data source name field, select the name of the service. In the Data source type field, select Service. To select a data source for Excel templates, click New, and then follow these steps: Set up data sources for budget plan templatesīefore you can create budget plan templates for the first time, you must set up the data sources for the templates.Ĭlick Organization administration > Setup > Document management > Document data sources. For more information, see Create budget plan worksheet templates by using a wizard. Starting with cumulative update 7 for Microsoft Dynamics AX 2012 R2, you can create Excel templates for budget plan worksheets by using a wizard in Microsoft Dynamics AX. ![]() ![]() ![]() This feature is available only if Microsoft Dynamics AX 2012 R2 and Office Add-ins for Microsoft Dynamics AX are installed. For information about how to work with worksheets and justifications in budget plans, see Key tasks: Create and process budget plans. For information about how to set up template folders and templates, see Key tasks: Configure budget planning and set up budget planning processes. After you create budget plan templates, users can create Excel worksheets and Word justification documents that are linked to the budget plan tables in Microsoft Dynamics AX. You can create budget plan templates for Microsoft Excel and Microsoft Word. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.Īpplies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2 For the latest documentation, see Microsoft Dynamics 365 product documentation. ![]() This content is archived and is not being updated.
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