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.

BLUEs AdvFORMS with dimension filtering

kiadó: BLUE Solutions UAB