Budget Spreadsheet App

This topic explains how to create a Microsoft Excel template for the budget plan spreadsheets using a wizard in Microsoft Dynamics AX and how to decide which fields are to be used for the spreadsheet header, which columns to include And which array fields should be created. Each template is specific to a legal entity and an accounting structure. This feature is only available if Cumulative Update 7 for Microsoft Dynamics AX 2012 R2 and Office Add-ins for Microsoft Dynamics AX are installed. Starting with Microsoft Dynamics AX 2012 R2, you can create budget plan templates manually. For more information, see Creating Budget Plan Templates Manually. The following example shows how to create a template for the worksheets in the budget plan using a wizard. The numbers correspond to…