EQM AX Foundations

EQM provides AX Foundations, a solution for the management of external funding – a field in which Research Transfer Agencies (OTRI) operate – supplemented by additional modules for Human Resources Management, Cost Management and Financial Control.
OTRI - Fundaciones

The solution is fully integrated with Microsoft Dynamics AX, with extended use of the Projects module, which includes different types of budgets linked to a project and the level of budgetary control to be applied in each case.

The details of the researchers involved in the project complement the Microsoft Dynamics AX HR module with special features for automating recruitment and resumés.


The Expense Management module simplifies and controls the costs arising from the research project. It does so by using a system of authorizations that is integrated in the Microsoft Dynamics AX Purchasing Module in a grouped, fully automatic manner.

The design of the solution allows justification of all kinds of external funding (national, local, European Union, etc.) in a quick and controlled manner, based on any expense incurred by a project. This makes it easy to meet the European Social Fund’s traceability requirements for co-funded operations.

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EQM AX Fundaciones | Main Features

  • A solution integrated with Microsoft Dynamics AX
  • Extended functionality for projects with new data, new types of budgets and budgetary control for project execution
  • Extended HR functionality for project hiring applications and for updating resumés.
  • Expense management linked to project execution activities, integrated with purchase orders and projects with budgetary control and multiple approvals.
  • Project justification based on the expenses entered in the Finance module and the hours allocated by project
  • Control of the justifications for each budget item and justification reports
  • Treatment of annual budget provisions, control and allocation of expenses, and project justifications.

EQM AX Fundaciones | Advanced Functionality

  • Grant proposal budgets
  • Budgets granted with own and borrowed funds
  • Execution budgets by annual provisions and allocation by project partners
  • Budgets with annual, unitary global provisions for budgetary control
  • Project execution with budgetary control over spending
  • Allocation and hiring of project staff
  • Management of travel undertaken for project activities
  • Purchase requests for the project
  • Generation and logging of hours to externally-funded projects and for internal projects
  • Record of project costs and payments to staff
  • Project cost control by global provisions, annual provisions and analytical dimensions
  • Curriculum management
  • Justification of unitary projects or groups of projects to the European Social Fund
  • Project reports from Finance, Projects and Excel


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EQM - Enterpriseqm 25 June, 2018 22 July, 2015 EQM - Gestión de la financiación con Microsoft Dynamics AX