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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 follow the same logic(as Budget registry entry form) for entering budget plan lines manually and when the budget plan is sent through the workflow. This is not the case when entering a budget register line in the budget registry form, it will not validate the account structure beyond the dimensions selected in ‘Dimensions for budgeting’.

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.

Category: Budgeting
STATUS DETAILS
New

Comments

B

Adding the FD validation will provide a solution more aligned with the budget process for most companies

Category: Budgeting

B

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