42

Withdraw "account structure" from budget register entries

Budget register entries require "account structure" as field Information. However, according to General ledger the account structure has been clearly defined per main account. In order to fill the account structure in the budget register, it is required to investigate the account str...

Read more...

2 Comments

Read more... 2 Comments

Category: Budgeting (35)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a great suggestion. We will consider this in our roadmap. 

Sincerely,

Ryan Sandness

PM, Microsoft 

28

Budgeting of multiple accounts structures

Often it does not make sense to have all financial Dimension in one account structure for all ledger accounts. Normally account structures for account ranges (classes) will have to be made.

However, budgeting is only possible for one account structure. This means, Cost Account...

Read more...

5 Comments

Read more... 5 Comments

Category: Budgeting (35)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

Can you clarify a little bit on your requirements on using account structures and dimensions? We do have the ability to select the specific account structure for each budget register line. With what we have today, if you enable all dimensions as available for budgeting you can select two different account structures and budget for both. Was there something specific that didn’t work here for you?

You also have additional flexibility if you want to use the detailed budget planning module, but use here may depend on your reporting requirements.

27

Fixed financial dimension values should be considered for budget entries

If I add a fixed financial dimension on a main account, this value is not considered in the budgeting module at all (not in the budget plans nor in the budget register entries). This leads for example to error if you try to transfer a sales forecast budget to the budget register entries etc. The...

Read more...

4 Comments

Read more... 4 Comments

Category: Budgeting (35)

STATUS DETAILS
New
24

Create Top Down Budget Using Multiple Legal Entities

For organisations with a large number of legal entities, they can create their initial budgets at the group level, which is then apportioned across subsidiary entities at a later stage.

The solution should enable Global Budget Plans that use an Organisation Hierarchy to distribute the g...

Read more...

1 Comments

Read more... 1 Comments

Category: Budgeting (35)

STATUS DETAILS
Under Review
Ideas Administrator

Hi Martin,

Thank you for the feedback. We need some details to understand your suggestion better. Can you please help to clarify where additional functionality is needed?

Is this request just around the ability to generate a budget register entry for each legal entity that is part of the process, or is there more that you are thinking is required. 

 

Thanks,

Ryan Sandness

PM, Microsoft

22

Budget plan account structure validation rule should be the same as budget register

Advanced Budgeting ‘budget plans’ do not adhere to the number of ‘dimensions for budgeting’ when processing/entering a budget plan line. The system will trigger the normal ‘account structure advanced rule’ beyond the dimensions selected in ‘Dimensions for budgeting’ setup. The system should follo...

Read more...

3 Comments

Read more... 3 Comments

Category: Budgeting (35)

STATUS DETAILS
New
18

Budget Control for Balance Sheet Items (Particularly Fixed Assets)

Most companies have some sort of Budget Control done on certain balance sheet accounts (particularly Assets!) 

 

This has always been a complaint with every project that I've done. Surely this can be improved upon!

Read more...

1 Comments

Read more... 1 Comments

Category: Budgeting (35)

STATUS DETAILS
New
10

Allow selection of posting layer in actual vs budget inquiry

For the Actual vs Budget report from Budgeting module there is no way to select multiple Posting layers as criteria, as there is possible in the Trial balance report from General ledger module. While financial reporting does work as an alternative, it would be great to use the inquiry as an alter...

Read more...

0 Comments

Read more... 0 Comments

Category: Budgeting (35)

STATUS DETAILS
New
6

Budget transfers and budget control

Budget Transfers do not respect budget control limitations, as it assumes the budget manager is making this change intentionally and budget manager has the permissions to override budget control. In the other hand, considering a big enterprise, with more than just one budget manager and a lot of...

Read more...

0 Comments

Read more... 0 Comments

Category: Budgeting (35)

STATUS DETAILS
New
6

Allow selecting financial dimension values when Open budget register entries in Excel

Currently when you open budget register entries in Excel and populate the lines, if you click on the field, the possible values are display on the right hand side and allow you to select. This includes main account list. But this is not possible for the DimensionDisplayValue - Dimension Values...

Read more...

1 Comments

Read more... 1 Comments

Category: Budgeting (35)

STATUS DETAILS
Declined
Ideas Administrator

This is possible today but a customization is required to enable this. See the documentation below on how to set up Excel to be able to gain access to financial dimensions.

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/financial/dimensions-overview

 

Sincerely,

Ryan Sandness

Microsoft

5

Activate Budget control when Saving or Simulate Posting validation for journals with Project/Fixed asset as Account types

Ensure "Budget control check" is performed before POSTING, right after Saving or Simulate posting for the General journal voucher, when Fixed asset or Project are used as Account type. The same is required for Vendor Invoice Journals, Fixed Asset Journals or Expense journals.

Read more...

0 Comments

Read more... 0 Comments

Category: Budgeting (35)

STATUS DETAILS
New