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.
When posting a journal, in case the available budget funds have been exceeded, so error messages should pop up to inform about the variance between the total amount of all lines and the available budget funds instead of difference of an amount of each line will be compared to the available budget funds.
When posting a journal, in case the available budget funds have been exceeded, so error messages should pop up to inform about the variance between the total amount of all lines and the available budget funds instead of difference of an amount of each line will be compared to the available bud...
Budget plan import, the system does not automatically perform a budget check
When lines are generated from the budget plan import, the system does not automatically perform a budget check. Currently, the system runs budget checks correctly only when the lines are entered manually.
Permit use of use multiple Account Structures for Budget Control
Currently in Budget Control Parameters, we are only able to select one Account Structure. This limits our ability to use budget control on accounts if they are across multiple Account structures.
Navigation: Budgeting > Setup > Budget Control > Budget Control Configuration > ...
Travel requisition should have tax amount input field or tax code so budget can relieve correctly when mapping travel requisition to expense report
Travel requisition normally input by employee which amount included tax but there is not tax amount or tax code/tax group/item tax group fields. Therefore, amount input in travel requisition is considered as net amount (actually gross amount) and if travel requisition is mapped to expense repo...
Budget cannot govern amount if the FX-rate is involved
If the budget control is enabled and use HKD as base,
1. PO is confirmed in FEB, 2024 with MYR 120,000 (MYR to HKD = 1.6) Budget is HKD 192,000