Introduction

Cost objects are essential elements in Dynamics 365 Supply Chain Management (D365 SCM) used to track, accumulate, and analyze costs across production, inventory, and operational activities. They provide visibility into how costs flow through the supply chain and support accurate financial reporting and decision‑making.

Introduction

General Electronic Reporting (GER) is a powerful, configurable framework in Dynamics 365 that enables organizations to create, manage, and maintain electronic reporting formats without requiring code changes. It supports compliance with local regulations, business‑specific reporting needs, and integration with external systems.

GER empowers functional users to design reporting formats using a model‑driven approach, ensuring flexibility and long‑term maintainability.

Introduction

Electronic Reporting (ER) is a configurable, no‑code framework in Dynamics 365 that enables organizations to design, generate, and maintain electronic documents for regulatory compliance, business reporting, and integrations. ER provides a structured, model‑driven architecture that separates data, logic, and output formats, ensuring long‑term flexibility and maintainability.

Introduction

Today, we're diving into the financial reports feature in Dynamics 365 Finance and Operations (D365 F&O). Our focus will be on creating an income statement that showcases a quarterly trend over a three-year period. This setup will help you visualize your organization’s profitability across the last three years, broken down by quarters.

Welcome to our comprehensive guide on configuring a 12-month periodic trend income statement using Financial reports in D365 Finance and Operations (D365 F&O). This guide will walk you through the entire process, ensuring you can effectively set up your income statement to reflect monthly trends over the past year.