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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budgeting process issue
Finance | Project Operations, Human Resources, ...
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Budgeting process issue

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Posted on by Dynamics Samurai 5

Hello Experts,

Now I am trying to establish demo script for budgeting by referring to https://docs.microsoft.com/en-us/dynamics365/finance/budgeting/budget-plan

When I execute "Generate budget plan" based on above exercise, I faced one issue.

I don't see any parameters which I need to enter when execute "generate budget plan from general ledger" in this page, so I tried to generate it

a couple of times  with various combinations of parameters.

Below combination of parameters seem to be ok but "Previous Actuals" are not shown in budget plan but it shows in January column.

If I enter "Previous year actuals" in "budget plan scenario", no data is shown. This is the reason why I enter "budgeted" here. 

pastedimage1599125562604v2.png

pastedimage1599125388006v1.png

When I tried to allocate budget, it seems to be ok, too. But I want to know the reason why previous year actuals are not shown in budget plan.

Please advise.

Regards,

I have the same question (0)
  • Suggested answer
    mdewald Profile Picture
    mdewald on at

    Hello Dynamics Samurai,

    would you be able to provide the information on how you have the column defined in the column layout?  Do you have it set for year and then -1 so it knows which dates to pull?

    Best regards,

    Mike D

  • Dynamics Samurai Profile Picture
    Dynamics Samurai 5 on at

    Hi Mike,

    Thank you for your reply!

    Below is column layout. Actually "previous year actuals" is default one, I haven't touched anything.

    pastedimage1599177324374v1.png

    From January to December, I set like below. (Month number is set from 1 to 12)

    pastedimage1599177401791v2.png

    pastedimage1599178272468v1.png

    Thank you for your advice!

    Regards,

  • Verified answer
    mdewald Profile Picture
    mdewald on at

    Hello Dynamics Samurai,

    The Budget Planning process does require a lot of setup and we would need to look at all the settings you have defined, the workflows the layouts and many other areas.  To go into that detail you would need to create a Support Ticket with Microsoft.

    To get a better understanding of the budget planning process here is a link to a very good tutorial that goes through all of the areas:

    https://gfeaxblog.wordpress.com/2018/01/06/d365-budgeting-cookbook-part-3-of-3-budget-planning/

    Best regards

    Mike D

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