1

Separate approval privileges from Maintain general budget reservations privilege

The Maintain general budget reservations privilege gives end users the ability to both Maintain and Approve. These should be two separate privileges. An approver should not be able to create. A creator should not be able to approve in order to maintain separation of duties.

Read more...

0 Comments

Read more... 0 Comments

Category: Budgeting (205)

STATUS DETAILS
New
1

Require the functionality to only display 'Carry-forward amounts' within the budget control statistic inquiry for more focused financial analysis.

Currently, the budget control statistic inquiry offers two options for 'Carry-forward amounts.'

1) Not included,

2) Included,


Read more...

0 Comments

Read more... 0 Comments

Category: Budgeting (205)

STATUS DETAILS
New
10

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Budgeting (205)

STATUS DETAILS
New
1

Generate budget plan from general ledger _ Filter by posting layer

Hello,


The idea suggestion is very simple, and it touches on the "generate budget plan from general ledger" function.

It's to add the possibility of filtering the posting layer when we recover the general ledger transaction.


Kind regards,

Giorgio ...

Read more...

0 Comments

Read more... 0 Comments

Category: Budgeting (205)

STATUS DETAILS
New
1

Budget on Fixed Assets

Budget control process is not happening when any asset acquisition process is performing through Purchase order.

Budget control only working through assets journals.

But most of the business uses purchase order to procure the big or small size assets. So, budget control should be...

Read more...

0 Comments

Read more... 0 Comments

Category: Budgeting (205)

STATUS DETAILS
New
3

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Budgeting (205)

STATUS DETAILS
New
12

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Budgeting (205)

STATUS DETAILS
New
3

Customize the budget planning form in D365 to add main account description

Customize the budget planning form in D365 to add main account description.

Read more...

3 Comments

Read more... 3 Comments

Category: Budgeting (205)

STATUS DETAILS
New
1

Reset / Correct Distribute Amount must be Delete the Old Date not Current Date

When we created a PO : from Accounting Date 11/29/2023 and Confirm the PO and then Request Change to 10/10/2023.


PO accounting distribution correction reset shown :

1

Tewst1

Test12

Read more...

2 Comments

Read more... 2 Comments

Category: Budgeting (205)

STATUS DETAILS
New