Main Account Ranges on Budget Control Configuration
Add main account ranges to the budget control configuration that align with the way account structures ranges are used in general ledger. Currently, the system is designed to require the selection of individual main accounts when determining what will be included in budget control.
Budget Control per Posting Layer
You turn-on Budget control. Then they post in each of the three layers: CURRENT, TAX and OPERATIONS. After that, you realize that Budget amounts are mixing all 3 posting layers. It would be nice to have budget controlled only by CURRENT posting layer. For reference, see DAXSE 3980417 Budget sh...
Purchase Order Year End with Apportionments
The Purchase Order Year End (and the General Budget Reservations Year End) processes should take into consideration the apportionments budgets. Currently, when we are performing the purchase order year end process, if the check "Use only apportioned amount...
Budget encumbrance amounts for PO'S with exceeded budget
we would like to suggest adding the possibility of Allowing users without budget exceeding access to post po's if they made a prior reservation on the budget encumbrance amounts (In cases the overall budget is exceeded) according to the following example:
there is a total budg...
On budget planning distribution ignore the program financial dimension
Hello Current limitation:- Budget distribution works only at one level Regardless of budget organization hierarchy the budget plans distribution is based on the departments, for some reason the distribution process ignores the cost center (Program). Reference: - Budget planning distribution is ...
Budget Analysis
When you are in the Budget Analysis and your "Column set" is set to "Expense budget". 1. In the "Original Budget" column, when you select and amount 2. You will be brought to the document (expected). 3. When you then click on the "Document number" you are brought to another list page. You hav...
Ability to post budget registers without opening ledger periods
Finance users should be able to post budget registers without the need to open ledger periods, or have the ability to define a specific module access to Budgeting.
Generation "Budget control account detail history report" by legal entity
When generating the report the information displayed is the same for all legal entities.
It is necessary to include a filter by company for the information to be displayed correctly. It is suggested that the information be displayed based on the legal entity from which this report is gen...
Generate budget plan process using same model each year
In current budget planning periodic process, requirement is to generate budget plans from either existing budget plan scenarios or existing budget register entries. Although the process is technically there, it is assumed that everyone creates a new model every year (an error is produced if you...
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.