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Microsoft AX Dynamics Report Development in SSRS
Challenge: Our client had migrated from JDE to Microsoft AX Dynamics (AX) and needed to migrate the reports their business relied upon. By first gathering requirements, we were able understand the business needs. We then developed, tested, and deployed the reports into AX and to SharePoint. These reports were mission critical for the client’s Finance and Accounting (F&A) department. They have to deliver quality reporting and analysis on a timely basis to senior management and stakeholders. Key challenges:
a) Migrating F&A reports from JDE to Microsoft AX Dynamics.
b) Out-‐of-‐box reports did not meet business requirements.
c) Reports had to pull data from multiple sources.
d) Customized reports had to be deployed into AX.
February 2012 External SSRS Reports deployed in Microsoft AX Dynamics
The client is a multinational shipping company that requires on demand financial reporting. Reporting is an invaluable competitive advantage to this client as they use insight gained to make better business decisions.
The Client:
The Process
1. Understand the business process and function
2. Create test data with the help of test scenarios
3. Validate business logic
4. Build the reports
5. Deploy into AX Dynamics
About Optimus
How Optimus Helped: Our client used various modules of AX Dynamics, such as Accounts Payable, Accounts Receivable, Expense Management, and General Ledger. In addition to recreating the JDE reports for these modules, this was an opportunity to create additional reports that the business required. Since the out-‐of-‐the-‐box reports did not meet the business requirements, customized reports had to be developed. Using the Microsoft SSRS platform, we developed new reports with enhanced functionality and improved performance. One of the shortfalls of the out-‐of-‐the-‐box reports was that they could not pull data from multiple data sources. We leveraged the SSRS functionality to develop reports with multiple data sources, including other MS SQL and Oracle databases. After developing the first external SSRS report, we tested a proof of concept to deploy it into a specific AX Dynamics module. In addition to testing the report functionality and performance, we validated that the report is only accessible to the users within that module. Our on-‐site manager and technical lead helped coordinate efforts and review reports with the client while ensuring the back-‐end team was efficient in developing and testing reports. This delivery model benefited the client by increasing speed while maintaining high quality.
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