BLUEs AdvFORMS with dimension filtering
kiadó: BLUE Solutions UAB
It is an integral system add-on that enables more convenient filtering and analysis of data.
The display forms in an ERP system are
intended for the selection, preview, processing of the information and decision
making. The amounts of data are large, and the capability of the system to
filter the displayed data is limited, it does not include the fields that are
linked less or linked in a complex way (e.g. financial dimensions).
When a company processes large amounts of
data and there are no options for flexible filtering, the work with the data
becomes slow,
intricate, the mistakes are
frequent, and all that causes delays in decision making. In cases like this,
additional tools must be used, by exporting the data into another environment,
or even another product (analytics solution).
These problems are solved without additional
products, analytics tools, in an easy and user-friendly way, with the help of
the solution created by us – BLUEs AdvFORMS – completely integral add-on of
Dynamics 365 for Finance and Operations.
By using BLUEs AdvFORMS, the
standard display forms become extended. You can filter the data flexibly and
analyze the information from various points of view, with the possibility to
see detailed transactions and the values of financial dimensions entered in
those transactions.
Properties of the solution
Featured – up to 10 financial
dimensions to choose from for the formation of an inquiry
Enriched – additional filtering
of all the fields, visible on the preview window
Unified – usual filtering symbols of D365 F&O are used for the filtering
Extended – possibility to view the transaction voucher in the same form
Flexible – you will easily return to previous status Integrated – you will easily export the data to MS Excel
Scope of the solution
Extended analytics of detailed transactions
by financial dimensions creates value for the business by accelerating and
optimizing the collection and processing of information. The costs are saved,
and it is possible to make the decisions faster.
The solution operates in the following
areas of the system:
Fixed assets transactions
Bank transactions
Cash transactions
Customer transactions
Customer invoice journal
Customer invoice lines
Vendor transactions
Vendor invoice journal
Vendor invoice lines
General ledger voucher
transactions.