Multiple companies budget planning
Currently budgeting setup and flow is so legal entity/company specific. In complex organizations, budgeting is usually done at corporate/group level and that guidance is then trickled down to individual entities and their budget plan contributors. Allowing multiple companies budget planning set...
Budget transfers and budget control
Budget Transfers do not respect budget control limitations, as it assumes the budget manager is making this change intentionally and budget manager has the permissions to override budget control. In the other hand, considering a big enterprise, with more than just one budget manager and a lot of...
When Organization Hierarchy is changed its not updating Budget planning Process
1. Create a Budget plan Hierarchy publish
2, Adddit to a Budget planning process - create budget plans
3. Modify your organisation hierarchy and re piublish it
4. Your Budget planning process using the above hierarchy is not updated - or it won't allow you to edit as well.
Budget control feature
Hello,
We are having an issue with Budget Control in D365 F&O.
Our legal currency is the Argentinean peso (ARS) and, as you may know, it has suffered many depreciations during the last several years. Therefore, we make all our budgets in US dollars (USD).
As the budget contr...
Budget Plans Delete
Can you please allow for budget plans to be deleted. It seems unnecessary to lock them down. At some point to "plan" is not needed anymore and rather than cluttering drop downs and the general budget plan screen it would be nice to delete and remove. It is is just a plan and not an actual BRE....
Inquiries and reports> Basic budgeting> Budget account entries, search for multiple budget models and filtering
In the form for budget account entries, it would be a great help for the customers, if the following functionality was developed: - It should be possible to search for two or more budget models in the form - When using the functionality (include submodels), it should be possible to filter furthe...
Have budgetary control activated and at the same time perform the distribution of accounts
It is possible to have the budgetary control activated and at the same time perform the distribution of accounts or have some other alternative to be able to have the two processes activated.
Budgeting>Basic Budgeting>Budget vs Actual In advanced filter options include each component financial dimension as an advanced filter
In the advanced filter option include the component dimensions for the Financial dimension set selected. For example, if the Financial dimension set is Fund-Dept-mainAccount… the advanced filter selection criteria would have each of these for the user to select for filtering.
Allow Budget Register entry amount type field to load as Revenue when uploaded using the Budget Register Entry Template
When uploading multiple budget register entries using the Budget Register Entry Template provided by the system, the initial upload of data has several rows with the Amount Type field set to Revenue. After publishing the template, the Revenue rows all load into the system as Expense in the Amo...
Add Cash Advance document in budget control
Under "Budget control configuration" - Documents and Journals
- please add "Cash advance" record for user to select include in budget control or not
This request is useful for public sector / NGO to add the budget control when creating Cash Advance steps (i.e. b...
Administrator
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Ryan Sandness
Microsoft