Creating a Journal Name for Budgeting for a Custom Layer
We would like to be able to create separate budgets on our custom layer that we use for IFRS16 postings
However, the Budget Journal Type on the dropdown greys out the Posting Layer to "Current" and you cannot amend it.
Is this something that could be considered and treated the same...
Customize the budget planning form in D365 to add main account description
Customize the budget planning form in D365 to add main account description.
Incorrect budget status display in GBR reporting
The GBR document is “Posted” the Budget control statistics by period> Budget reservations for encumbrances have the status as “Confirmed.”
The GBR document is “Finalized” the Budget control statistics by period> Budget reservations for encumbrances have the status also as “Confir...
Validación de Control Presupuestario en Acuerdos de Compra
Se tiene un acuerdo de compra para el cual el producto que se utiliza tiene la configuración de presupuesto, al momento de generar la orden parcial a partir del acuerdo de compra el sistema hace la validación del presupuesto, sin embargo; si el presupuesto asignado no es suficiente únicamente ...
Actual vs. Budget report
We should have select layers the same as the trial balance in the Actual vs. Budget report
GST amount loaded to inventory is not reduced from project budget commitments or budget consumed.
GST amount loaded to inventory is not reduced from project budget commitments or budget consumed.
Please find below the repro steps for the issue...
EU localization requirement - General Budget Reservation (GBR) - public sector
In Belgium, it is required to produce a full budget ledger within the General Ledger. Therefore, GBR is used. GBR must be carried forward where it is not completely used / consumed. It is required to report a separate set of financials for the General Ledger and another for Budgets (another ch...
Dynamics 365 Budget proposal generation approval workflow
Wish there is an option to easily future include a budget proposal generation workflow, for purpose to easily identify responsible (e.g. generation on budget principles (budget personnel reduction, budget savings, legal entity growth, merging and acquisition, inflation-recession, indexed prici...
Dynamics 365 Non inventory expense purchase order forecast transfer to budgets option
I am not 100% sure, if there is an option to easily forecast and transfer to budgets from non-inventory expense purchase order forecasts, purpose to easily schedule non-expenses to budgets of the period. (e.g. supplies, services, subscriptions...)
Filter main accounts on budget plan layouts
Organizations often only create budget plans for expenses or revenue+expense accounts. Currently there is no way to limit the choice of main accounts in a budget plan to a specific account range. Hence users could mistakenly record budgets for balance sheet accounts or other accounts which are...
Administrator
The trial balance and budget vs actual reports both use the Financial dimension set and Posting layer parameters when running the inquiries.
Trial Balance Parameters:
- Date Range - From and To
- Date Interval
- Financial dimension set
- Posting Layer
Budget vs actual Parameters:
- Financial dimension set
- Budget model
- Include Submodels
- Budget register entry statusj
- Posting layer
- Start and end dates
Based on these parameters this idea is being declined. Please provide additional ideas with more detail if there are other parameters that we could include to improve the functionality of the Budget vs actual inquiry.
Thank you for providing feedback through the ideas portal.
Regards,
Pat Nolte, PM Microsoft