66

Budget account entries and Budget control statistics not display the translation language from main account

Budget account entries and Budget control statistics not display the translation language from main account. this is design issue, Do we have any design change plan to add main account name translation in the future? Some customers really need the business.


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12 Comments

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Category: Budgeting (205)

STATUS DETAILS
New
62

Withdraw "account structure" from budget register entries

Budget register entries require "account structure" as field Information. However, according to General ledger the account structure has been clearly defined per main account. In order to fill the account structure in the budget register, it is required to investigate the account str...

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2 Comments

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Category: Budgeting (205)

STATUS DETAILS
Completed
Ideas Administrator

As of the April 2023 release (10.0.32), the account structure will be defaulted in both the user interface and open in excel experiences as long as main account is one of the budgeting dimensions. 

Cheers,

Pat Nolte

Dynamics 365 Finance

Senior Program Manager

50

Fixed financial dimension values should be considered for budget entries

If I add a fixed financial dimension on a main account, this value is not considered in the budgeting module at all (not in the budget plans nor in the budget register entries). This leads for example to error if you try to transfer a sales forecast budget to the budget register entries etc. The...

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4 Comments

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Category: Budgeting (205)

STATUS DETAILS
Needs Votes
46

Budgeting of multiple accounts structures

Often it does not make sense to have all financial Dimension in one account structure for all ledger accounts. Normally account structures for account ranges (classes) will have to be made.

However, budgeting is only possible for one account structure. This means, Cost Account...

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6 Comments

Read more... 6 Comments

Category: Budgeting (205)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

Can you clarify a little bit on your requirements on using account structures and dimensions? We do have the ability to select the specific account structure for each budget register line. With what we have today, if you enable all dimensions as available for budgeting you can select two different account structures and budget for both. Was there something specific that didn’t work here for you?

You also have additional flexibility if you want to use the detailed budget planning module, but use here may depend on your reporting requirements.

38

Budget plan account structure validation rule should be the same as budget register

Advanced Budgeting ‘budget plans’ do not adhere to the number of ‘dimensions for budgeting’ when processing/entering a budget plan line. The system will trigger the normal ‘account structure advanced rule’ beyond the dimensions selected in ‘Dimensions for budgeting’ setup. The system should follo...

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3 Comments

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Category: Budgeting (205)

STATUS DETAILS
Needs Votes
37

Use of financial tags in Budgeting module

It should be possible to use Financial tags in budgeting module to be able to compare actuals to budget with the same Financial tag.

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1 Comments

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Category: Budgeting (205)

STATUS DETAILS
New
36

Allow selection of posting layer in actual vs budget inquiry

For the Actual vs Budget report from Budgeting module there is no way to select multiple Posting layers as criteria, as there is possible in the Trial balance report from General ledger module. While financial reporting does work as an alternative, it would be great to use the inquiry as an alter...

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0 Comments

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Category: Budgeting (205)

STATUS DETAILS
Needs Votes
24

Outstanding encumbrance reporting to include travel requisition as well as purchase order

Currently Report-Outstanding Encumbrances by Financial Dimension only includes purchase order related encumbrances but Exclude travel requisitions.

General ledger >Inquiries and reports>Outstanding encumbrances by financial dimension


The report should show all encumbran...

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1 Comments

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Category: Budgeting (205)

STATUS DETAILS
Needs Votes
22

Derived Dimensions don't work in Budget plans Dynamics 365 for Finance and Operations

Problem: Derived dimensions don't work in budget plan lines. It works in budget register entry or when I copy a plan from a Budget register entry. Business scenario: we want to start using Budget planning. This is a multi-national company with divisions spread across different companies and de...

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1 Comments

Read more... 1 Comments

Category: Budgeting (205)

STATUS DETAILS
Needs Votes
Ideas 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

PM, Microsoft

20

Add Automated Task to Budgeting workflow that will allow Post of General Budget Reservation

Currently, there is no option in Budgeting workflow elements to Post a general budget reservation. Instead, a user must complete the approval workflow step, wait for workflow to complete, then post the general budget reservation manually. This can be time consuming when processing large volu...

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1 Comments

Read more... 1 Comments

Category: Budgeting (205)

STATUS DETAILS
Needs Votes