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Hello everyone,
I’m currently working with Microsoft Dynamics 365 Finance & Operations , and I’m trying to better understand the behavior of the following fields under Project management and accounting > Projects > Project form > Budget and forecast FastTab:
Transaction types controlled
Budget overrun defaul
Specifically, I need clarification on these points:
When we set Transaction types controlled = Revenues and Costs,
Do we need to manually create a revenue budget for budget control validation on revenue transactions (such as invoice proposals and on-account billing)?
Or does the system automatically take the revenue budget values from the billing rule setup
How exactly does the Budget overrun default setting (Allow/Disallow overruns) behave when either cost or revenue budgets are missing or exceeded?
If anyone can help or share a Microsoft reference, documentation link, or practical example , it would be greatly appreciated.
Thank you in advance for your support!
Project setup 01.png
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