Dynamics SL Financial Budgeting Options WELCOME!

1. Dynamics SLFinancial Budgeting OptionsWELCOME!

2. Financial Budgeting Options • Budget Maintenance – SL General Ledger • The most basic budgeting method • Maintained in one screen (manual entry  or Transaction Import ) • Budget spread Manually or • Budget spread Equally or • Budget spread by Percentage • Extended Budget Maintenance – SL General Ledger • More complex method • Produce budgets for individual selected subaccount segments • Create Budget Groups • Define Budget Group Access rights for each subaccount • Budget Versions • Microsoft Forecaster • Separate application • Integration with SL to transfer approved budgets to SL Budget maintenance screen • Integration with FRx for reporting purposes

3. Budget Maintenance – SL General Ledger • Enter Manually  OR Use Transaction Import  • Options • Manual spread • Equally spread • By % spread

4. Extended Budget Maintenance – SL General Ledger • GL Setup • Update Budget tab • Extended Budgeting Setup • Identify default values for segments not budgeted • Budget Groups (if desired) • Create Budget Groups • Assign access rights to Budget Groups • Create Budget Ledgers • Create Budget Distribution Types • Review Budget Versions for the Fiscal Year • Extended Budget Maintenance • To add new proposed budget information • Budget Distribution • Run to distribute budgeted amounts across fiscal periods • Generate reports and review results • SL Reports • FRx Reports • Management Reporter Reports

5. Extended Budget Maintenance – SL General Ledger

6. Extended Budget Maintenance – SL General Ledger

7. Extended Budget Maintenance – SL General Ledger

8. Extended Budget Maintenance – SL General Ledger

9. Budget Maintenance – Forecaster • More complex budgeting process • Integrates with SL • Now Integrates with Management Reporter

10. Budget Maintenance – Forecaster • Financial budgeting • HR budgeting • Capital budgeting • Revenue and Cost of Sales modeling • Budget maintenance options • Reporting capabilities • Role based security • Workflow and approval • Import and Export • Allocations

11. Budget Maintenance – Forecaster • Define multiple hierarchical structures • Similar concept to FRx Trees

12. Budget Maintenance – Forecaster • Define Account roll-up structure

13. Budget Maintenance – Forecaster • Define HR definitions • Pay Types • Salary Grades • Benefits calculations • Hours definitions

14. Budget Maintenance – Forecaster • Capital Budgeting

15. Budget Maintenance – Forecaster • Revenue and Cost of Sales modeling

16. Budget Maintenance – Forecaster • Budget maintenance • Manual entry • Calculated amounts

17. Budget Maintenance – Forecaster • Budget maintenance (cont.) • Single Row maintenance • % Change • Spread Methods

18. Budget Maintenance – Forecaster • Reporting capabilities • Define rows and columns • Drill down • Conditional formatting

19. Budget Maintenance – Forecaster • Role based security

20. Budget Maintenance – Forecaster • Workflow and approvals

21. Budget Maintenance – Forecaster • Import capabilities • Employees for HR (Excel) • Budget information (Excel) • Actuals and Budget from SL (Express Link) • Export capabilities • Budget to SL (Express Link) • Budgets to Excel • Reports to Excel

22. Budget Maintenance – Forecaster • Allocations

23. Thank you ! Intellitec Solutions Reading, Wilmington, Washington DC www.intellitecsolutions.com