Welcome! In this video, I want to demonstrate
how you can allow cost center managers to
report their performance on the device of choice in
the Microsoft Dynamics 365 for Finance and Operations, Enterprise edition.
So, I am a cost accountant manager.
and I am responsible for building up the
tools so the cost center managers, or the product unit manages
can go and ... on the daily basis to see how their cost center
or product unit performs.
In Cost accounting, I have created a security
hierarchy under the dimension hierarchies
And that is my organization hierarchy here.
And when the security enables or is enabled is that I marked it as an Access list
hierarchy. And when I go to View hierarchies,
We can see that the FastTab users get enabled.
And in this case, I want to say that
Alicia is responsible for the financial
level of my organization. And that level consists of two cost centers
011 and 094. And I'm doing that by simply assigning Alicia as
the user
for this level of my organization hierarchy
in the Cost accounting module.
So now Alicia is the owner, but I need to also give
Alicia access to see the data. And I'm doing that by clicking Alicia.
And we can see here that she has a role called cost object controller and
that is a role that is relating to the Cost accounting module and it will give
her access to the cost control workspace
both in the client
and in the mobile workspace in the mobile client.
It's a team user license, so you can use this for all the cost center managers
or product unit managers of your organization.
They do not get any access to any objects of how to configure or
maintain the whole cost accounting itself. They only get access to the workspace.
So, they can see the performance of their cost center and product unit of what
else the cost object dimension member or dimensions that you want to give them the access to. So I go back
to my hierarchy. So I've now defined my organization hierarchy.
I have assigned the users who are responsible for each of the levels
of my organization. And before I actually put it into active mode,
I need to go to Cost accounting to the
Parameters and say I now want to enable security.
And, that happens on the General and Enable view access
because that will allow you to build up a security model
without enforcing it. Once you are happy with your definitions of
your security mode, you simply go here and you enable it. Of course, you can always go into the
dimension hierarchy and change who is responsible for the different levels
of cost centers of the organization afterwords.
So, now I've done the
administration
I've also created the cost object control
Sorry, I've also created a cost control workspace configuration.
The one we will use in this exercise I've created down here. And
I call it Actual vs Budget, CP, YTD, primary cost.
I will just edit it here and remove the previous period. And click Save.
And, if I go as an administrator to the cost control workspace, down here.
We can see because I am logged in as an admin
in this case.
That I have actually full access to the organization hierarchy.
If I am here, I can go to any level of the organization and I can see the data.
So, I can go to the CFO level and press OK.
And I'll get the numbers. And that's because I am admin and cost accountant for that matter.
So, if I look at how Alicia will see the data,
If Alicia logs in the web client,
this is actually Alicia logging in. You can see here that I am logged in as
Alicia. These are the workspaces that she has access to based
on her security configuration. And here is the cost control workspace. And if you go to
Cost accounting, we can actually see that she only has access to the workspace
and to currencies.
And all the cost accounting objects are not visible to her.
She probably always uses the entries from the dashboard to go to the cost control workplace.
And, she can see the different report layouts available.
And if she goes to the last one here that we are using in this video,
we can see if I expand the cost object dimension
hierarchy, she can only see
from upstream her level and upstream her organization where she is.
But if she goes upstream to the CFO level and,
click OK, the numbers won't change. It's just so she
can see where in organization her level is placed, but the
numbers are filtered to what we have granted her access to see.
And she can also drill into the numbers to see on which cost elements and so on the different postings are
posted on. I don't want to that in this video here. Instead,
I want to talk about and that's what I'm starting was of the device of
choice. Because now we only not only have the web client, we also
have the mobile workspaces, and we also have the cost control workspace
on the mobile platform. So if we go here, I have it in the emulator mode,
And, if you go here, and you can see that I am logged in as Alicia.
And, if I click Cost control
workspace,
We can see again, if I go here to select, first of all, it's all the preselected data
in this case, but if I go to the Statements, we can see that in this dropdown,
it is exactly the same list of reports that I can select from and that I could do in the web client.
Here, I click again, this is that we are using this exercise again.
...this video, sorry ... And I'll click Done. And it refreshes the data.
I can do the same for the cost object. And this is new compared to the prior version
of the cost control workspace. Is that in the new version of the new
update, I can actually multi-select the cost centers that I want to look at.
And when I multi-select like this, and then this is where the security came in,
we know from the security that I did
as an administrator that she only has access to cost centers 011 and 094
and that's why these are the only two that she can select. And we click Done.
So, what the system will do is that based on your selection, it actually picks up a level in the organization hierarchy.
So, it does not pick the specific cost center, but based on this selection of
cost centers, it translated into a level in the organization hierarchy in Cost accounting
in the dimension hierarchy.
And it displays that level for you to see that I'm looking at the frame-level of that hierarchy. Based on the selection, I can see
in the statement configuration, the user, in this case,
Alicia will be able to see the current period
of balance, actual vs budget, the variance
and variance percentage. So in the current period, we
are actually doing okay. And if you look at the year to today, we can see that
I am doing less okay because I am actually above my budget with roughly five thousand.
We can also see based on this statement, which ties back to the cost accounting ledger, we can see
which calendar is using, calendar is fiscal, and we can see that based on the
current period that we are moving in, which is the current period here, is
2017, period 6. And again based on the cost accounting ledger, we can see that
we're working so all the months that I'm looking at is in us dollar, which is also
new in the new version that we have this information transferred on the mobile control workspace.
If I want to see the details of the current period, simply click on the Tab here.
And the system will then actually show me for all the cost elements
Where are our transactions, what the transactions are, and what the budget is, and I am above or
below budget on each of the cost elements. So here we can see I am doing okay on the
salaries in this group. We can see my dental expenses are doing actually pretty okay.
My actual cost is actually below my budget. And if you go down to my electricity expenses, we can actually see that
I'm above budget and that's why it is red and we are 4% above our budget.
And you can see our office expenses, we are even more percent-wise more above our budget, at least.
So, this is actually the device of choice where I can use the
the web client to get much more detailed information because when she drills in, she can see much more details than l
we can when we look at the mobile. But again, on the mobile I can on
a quick turn, see the numbers, get an idea if I am above or below my budget
per period year to data. Or I can drill in and see very fast on
which account is it that I need to be careful by
spending. If somebody comes, an employee asks me in the hall way, Hey,
can I purchase this, I can very quickly go in and see, hey, is our cost center
or our cost centers above the budget on this classification of this expenditure.
So, again,
thank you for listening. I hope this was an inspiration for how to use the new mobile workspaces.