Hello,
I am testing the Budgeting module in AX2012 R3, using the Contoso data. I want to be able to open a budget plan on an excel worksheet, but I am not able to.
I've seen videos and recorded presentations where this is accomplished by clicking the Worksheet button either in All budget plans listing, or in the Budget plan form under Supplemental group. But when I click the button nothing happens at all.
On the more technical part, I have installed MS Project, the Office Add-ins for Dynamics (and so, validating properly the requirements for the components). Also followed the guide to configure inbound integration ports wih Office (here: http://technet.microsoft.com/en-us/library/hh433513.aspx) while attempting to create a Template by myself.
What I find very interesting is that under Budget planning configuration, the Budget plan folders look like these:
\\AX2012R2A\BUDGETPLANNING\
\\AX2012R2A\BUDGETPLANNING\PlanningBudgetingForecasting\Opex\
.... and so on.
But I don't seem to be able to find that path, let alone the files under Templates. (such as \\AX2012R2A\BUDGETPLANNING\PlanningBudgetingForecasting\Templates\Planning.xlsx )
And I'm thinking that might be one of the reasons why I can't get it to work, If I try to create a template that will use one of the paths, I get a message: "Folder \\AX2012R2A\BUDGETPLANNING\ does not have file write permissions."
Any Ideas?