Major reason to change; Businesses are ‘forced’ to budget to the nTH dimension totally ignoring what dimensions have been selected in the ‘Dimensions for budgeting’ setup.
My developer identified the following section of code as the problem:
Class method BudgetPlan.validateLedgerDimensionsByBudgetPlan() and class method BudgetPlanLineItemLine.validateLedgerDimension() calls different account structure validation logic than the one being called during Budget register line entry.
Comments
Hello everyone, the changes are necessary. One of our clients is starting with budget planning process and he has a few financial dimensions more that in budget plan. The additional FDs are requirement for some main accounts and he has not possibility to plan with limited FDs. He has to insert either "some" values or he must to allow to blank values.
It is very inconvinient.
Category: Budgeting
Adding the FD validation will provide a solution more aligned with the budget process for most companies
Category: Budgeting
An alignment in the dimensions for budgeting for both budget register entries and budget planning would indeed be very valuable. Often companies do not budget to the level of granularity required for actual postings. Not having to enter unnecessary financial dimensions for the purpose of budget planning would improve the budgeting experience and allow time savings. Above all, individual/small subsets of accounts often require different dimensions combinations, and employees from operations departments (to which budget planning functionality is primarily focused) do not know the required dimensions for each account by heart. Having to think about many different financial dimensions requirements and not being able to submit budgets until all financial dimensions have been entered (knowing that these are not relevant for budgeting) could lead to a frustrating experience and take time away from productive activities.
Category: Budgeting