Business Intelligence Improvements for AX 2012 R2

Microsoft has further made improvements around its stack offering, the BI elements out-of-the-box with AX 2012 R2. Having AX 2012 means you have a BI solution. This is further enabled through the usage of native web parts for PowerView elements, to be placed and used on Role Center pages with the release of AX 2012 R2. Further improvements around BI are more built in KPI's, as well as three new cubes. One of those being that is the new Inventory Cube.


Microsoft Dynamics AX 2012 R2 - Role Center
Dynamics AX 2012 Role Center

Budget planning

Microsoft Dynamics AX 2012 R2 adds budget planning to the Budgeting module that was introduced in Microsoft Dynamics AX 2012.

Budget planning is the process of preparing the budgets that will be adopted by an organization. Private sector and public sector organizations can configure budget planning and set up their own budget planning processes that are secure, flexible, and easy to use.

With budget planning you can:


  • Associate budget planning processes with budget cycles, ledgers, and organization hierarchies.
  • Analyze and update budget plans by using multiple scenarios, and then automatically route the budget plans together with worksheets, justifications, and attachments for reviews and approvals.
  • Consolidate multiple budget plans at one level of the organization into a single parent budget plan at a higher level in the organization. You can also develop a single budget plan at a high level in the organization and allocate the budget to lower levels of the organization.

New functionality

Budget planning builds on key features introduced in Microsoft Dynamics AX 2012, such as the role-based and data security models, the financial dimension framework, account structures, and account rules. Budget planning adds budget planning advanced rules and additional tasks and elements to workflow. You can configure workflows to review and approve budget plans, and to integrate the stages in your budget planning processes with the business requirements of your budget planning organization.

Budget planning is integrated with other Microsoft Dynamics AX 2012 R2 modules, so that you can bring in information from previous budgets, actual expenditures, fixed assets, and human resources. Budget planning is also integrated with Microsoft Excel and Microsoft Word, so that you can use these tools to work with your budgeting data. For example, a budget manager can import a department’s budget request to an Excel worksheet from a budget plan scenario. The data can be analyzed, updated, charted, and then published back to the budget plan lines, where the data can be routed for approval.

Payroll (US)

You can use Payroll to set up and manage payroll business processes in your organization. With Microsoft Dynamics AX 2012 R2 Payroll processing has been redesigned to provide a more consistent user interface with simplified setup and data entry.

Payroll procedures are organized into three sections:


  • Setting up and maintaining Payroll
  • Processing payroll
  • Generating payroll reports


Payroll integrates with the following Microsoft Dynamics AX modules:


  • Accounts payable
  • Cash and bank management
  • General ledger
  • Human resources – Many human resources settings affect Payroll. Worker and position settings, in particular, must be correctly configured before you can process a worker’s pay. To simplify Payroll setup, you can access the Human resources settings through either the Human resources area page or the Payroll area page.
  • Project management and accounting – Payroll costs are posted to Project management and accounting as either an hour or an expense project journal.


New functionality

Payroll now handles mandatory deductions for garnishments, including child support orders and tax levies. When there is more than one garnishment order for a worker, the calculation sequences ensure that each one is handled correctly, and that the combined deductions are not more than is legally allowed.

To generate pay by using payroll, positions must be assigned to workers. Position settings are used to control how earnings are generated. They are also used for workers’ compensation, general liability insurance, and unions.

Many payroll settings are now date effective. The date-effective settings simplify the maintenance of data for which changes must be tracked at different points in time. For example, if a worker notifies you that her residence will change in a month, you can enter the future-dated change immediately. The current residency information is used until the effective date that you set up for the new information, and the new information will automatically be used on the effective date.