D365: The system could not complete the workflow for the budget plan because there are unfinished budget planning stages

Solved issue: The system could not complete the workflow for the budget plan #### because there are unfinished budget planning stages. Contact the budget plan administrator for more help.

If you are experiencing an issue with the budget plan approval, as it is presented on the screen, then the root cause of the issue is that not all child budget plans linked to this budget plan are completed.

My workflow included the following steps:

• Initiator creates the budget plan and submit for approval
• Headquater approves the budget plan
• Budget amounts are allocated across departments
• Departments approve the budget plan (each department should approve their own child budget plans)
• Depatments budget amounts are aggregated and sent for the approval to budger manager from headquater
• Budger manager approves the budget plan
• CFO approves the budget plan

So in my case an issue in the step #6 since I tried to approve the budget plan without approval from departments.

To see what has not been approved yet, you can go the Main budget plan and click on the Budget plan hierarchy.

As you can see 3 other budget plans are there which need to be approved.

Let’s go to Budget plan and review the status of those child budget plans.

From here you can review the child budget plans and approve them.

Wait until Workflow status is changed from ‘In review’ to ‘Approved’.

Once you have approved all child budget plan, you can go to parent budget plan and Resume the workflow.

Another issue that might cause that error message is missing stage transition task.

Go to workflow stages, and review the stages that should be for workflow.

Based on the workflow history the system stopped at the last workflow step. I went to budget plan and reviewed what stage is there. In my case the stage where workflow is stopped was BMReviewed, but system expected CFOReviewed.

So I went to Budgeting workflow and added 1 more stage transition task.

As the result I got the following workflow:

I created new budget plan because changed workflow will work only with the new plan and then I submitted to the approval. I ended up with successful workflow approval.

Good luck!