PO/PR Budget validation across different FY
We have an urgent business case that needs to be implemented as soon as possible, as it impacts one of our major processes. This process is fundamental and spans across most ERP platforms, such as SAP HANA or Oracle Fusion.
Currently, our Tender Committee has the ability to release tende...
Display the committed budget without including the line discount when ledger account is defined for the discount.
In Dynamics 365, the commitment cost of a project budget currently reflects the net amount (including discounts) when the accounting configuration includes a designated account for discounts. However, when the related purchase order (PO) is consumed, the disco...
The budget adjustment to account for the increased encumbrance due to exchange rate fluctuations during POYE should be automated
Currently, it is necessary to input additional budget in the new fiscal year before running POYE to cover encumbrance increases caused by exchange rate fluctuations, as concluded under KB 1047194.
We would like to make this process effortless...
Disable the Workflow submit button after a budget exceeded message appears in Purchase Requisition
Currently, the workflow allows submission and approval of purchase requisitions even after a “Budget Funds Exceeded” message is received. Although the workflow can be configured to reject the requisition based on the “Budget Check” condition, this behavior may be confusing for requisitions. Th...
Budget foreign currency revaluation
Hello,
for our business we need to use the foreign currency revaluation also for the budget registry entries.
Microsoft has something in pipeline for the next releases?
Thanks.
Giacomo
Forecast Positions in Budget Planning Not Reflecting Employee Compensation Fixed Plan Data from Human Resources module
Description:
The customer has reported that in Budget Planning within Dynamics 365 Finance (version 10.0.43), the Forecast Position functionality is not correctly sourcing worker compensation fixed plan data from the Human Resources module.
Detai...
Issue regarding the deletion of demand forecast lines across different budget models
We encountered an issue along Demand forecast lines that when data is being uploaded for 1 budget model (eg: RE 100) and after saving it if we are uploading other data for another budget model (eg: RE 200) then the data in 1st budget model (RE 100) is getting completely replaced and if we chec...
The budget class field must have the expense or revenue information taking the account type information
In budget planning, when adding the lines and selecting a revenue account, the budget class field automatically has the value of expense and not revenue. This can be modified manually, but ideally it should come by default depending on the account type in the main account configuration.
Deferral Transaction Number in Budget Tracking
In budget tracking details, the deferral transaction number appears as the deferral voucher number instead of purchase order number, making it challenging for customers to trace the data source. Please enhance to include PO number
Deferral Recognition Impact on Budget
In the deferred PO, the original encumbrance records disappear after invoicing. Then, it leads to budget release and potential budget overruns.
Please consider for monitoring the encumbrance records post-Invoice in budget control.