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Ax40 Enus BSC 05 Balanced Score Card
Ax40 Enus BSC 05 Balanced Score Card
Ax40 Enus BSC 05 Balanced Score Card
Introduction
Updating a measurement is done by posting its value, which can then be viewed and used to generate performance statistics. If an incorrect value is posted, it cannot be removed from the system. An incorrect value can be offset, but not deleted. Simulating a measurement is an easy way to save time by verifying that the measurements calculation produces logical results without posting the value. This section describes how to verify that a measurement calculates a correct value by simulating the calculation of the value without posting it, and how to actually post a value to a measurement either manually or automatically.
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Scenario
A posting period has passed and the company needs to update the values in its measurements by using the elements. Before it updates the measurements, however, it simulates calculations in order to check the results without posting the values.
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The measurements and periods for which calculations are performed depend on settings in the update. After updating transactions, information about each transaction, such as the formula used, is available for review. To review transactions, in the Measurements form click Transactions. Before running an update, it is a good idea to manually verify that all data included in the calculation is available by spot checking the tables and fields from which the data is collected. It is also recommended to run the update as a batch in order to limit impact on daily operations. Users cannot change or delete posted transactions in measurements and measurement elements. If transactions are incorrect, for example, because the measurement is not set up correctly or because the base data itself is incorrect, use a settlement journal to settle value, and then a settled period journal to post the correct value.
Transaction type
Voucher number Start date End date Person in charge Value Document Document date Journal
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Description Indicates whether the transaction settled another transaction. If the transaction settled another value, this field shows the voucher number of any settled transactions. The formula used to calculate the transaction value.
Formula
When settling a value that was posted in an earlier period, for example when correcting a mistake, validation also checks for the following: Whether all postings in the period already settled Whether the ending date on a line is the same as that on the voucher to settle Whether the value of the journal line the same as that of the value to settle
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To validate all lines in the journal, select the journal and then click Validate. To validate an individual line, click Lines to open the Measurement journal lines form, select the relevant line, and then click Validate.
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Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Page 79
Conclusion
It is important for a business to maintain up-to-date and accurate information in its scorecard. Inaccurate or out of date values often cause people to stop believing in the veracity of the project. To increase flexibility, reduce administration time, and ensure consistency, Microsoft Dynamics AX Balanced Scorecard enables a business to: Quickly validate and approve performance information before updating its scorecard. Easily update its scorecard by either manually entering the information, or by automating calculations.
Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Page 80
Microsoft Official Training Materials for Microsoft Dynamics Your use of this content is subject to your current services agreement Page 81
2. If the approval process is enabled, how does a user notify their approver that the journal is ready?
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