Budget account entries and Budget control statistics not display the translation language from main account
Budget account entries and Budget control statistics not display the translation language from main account. this is design issue, Do we have any design change plan to add main account name translation in the future? Some customers really need the business.
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...
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...
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...
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.
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...
Use of financial tags in Budgeting module
It should be possible to use Financial tags in budgeting module to be able to compare actuals to budget with the same Financial tag.
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...
Outstanding encumbrance reporting to include travel requisition as well as purchase order
Currently Report-Outstanding Encumbrances by Financial Dimension only includes purchase order related encumbrances but Exclude travel requisitions.
General ledger >Inquiries and reports>Outstanding encumbrances by financial dimension
The report should show all encumbran...
Derived Dimensions don't work in Budget plans Dynamics 365 for Finance and Operations
Problem: Derived dimensions don't work in budget plan lines. It works in budget register entry or when I copy a plan from a Budget register entry. Business scenario: we want to start using Budget planning. This is a multi-national company with divisions spread across different companies and de...
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Ryan Sandness
PM, Microsoft
Add Automated Task to Budgeting workflow that will allow Post of General Budget Reservation
Currently, there is no option in Budgeting workflow elements to Post a general budget reservation. Instead, a user must complete the approval workflow step, wait for workflow to complete, then post the general budget reservation manually. This can be time consuming when processing large volu...
Administrator
As of the April 2023 release (10.0.32), the account structure will be defaulted in both the user interface and open in excel experiences as long as main account is one of the budgeting dimensions.
Cheers,
Pat Nolte
Dynamics 365 Finance
Senior Program Manager