Fixed assets Budget Planning in Microsoft Dynamics 365 Finance and Operations

Fixed assets Budget Planning in Microsoft Dynamics 365 Finance and Operations

Budget planning can leverage a lot of source documents for preparing budget plans.

One such source document is fixed assets. This should be read as fixed asset budget for depreciation.

Sharing high level steps and screenshots to run an end to end scenario of preparing a budget plan for fixed assets:

In the fixed assets module, create and post fixed asset budget journal

Utilize out of box capability to create depreciation proposal for a date range.

Review and update the proposal and then post it to fixed asset budget

Next we move to budgeting module to generate the budget plan. Assuming you have done all the required configuration as budget planning is highly setup intensive.

Provide all the necessary parameters to generate budget plan from fixed assets (budget).

Once  budget is generated, verify details, make changes and  submit.

The lines in budget plan looks as below: