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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Query on Budget Plan G...
Finance | Project Operations, Human Resources, ...
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Query on Budget Plan Generation based on Generate Budget Plan from General Ledger

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Posted on by PS-18030057-0 26
When Budget plan is generated from general ledger, only the COA with transactions are fetched in budget plan.  The COA which has zero value or in which transactions are not posted are not fetched in the budget plan generated.
 
The COA of type total is also fetched.
 
Is there any parameter control to include COA which has zero value and exclude COA of type total.
 
Is there anything i am missing
 
Regards
Prasad
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Rashid.Ali Profile Picture
    Rashid.Ali 239 on at
    Hi Prasad,
     
    This is standard behavior in D365. To include zero-balance accounts, you can use a budget plan template or Excel. Total accounts can be managed via hierarchy or filtering.

    Could you please confirm if you want to include all accounts while excluding total accounts?
     
    Regards,
     
    Rashid Ali
  • PS-18030057-0 Profile Picture
    PS-18030057-0 26 on at
    Hi Rashid,
     
    Yes i want to include all accounts excluding  total accounts
     
    Regards
    Prasad

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