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Microsoft Dynamics AX (Archived)

Budget on Main account and dimensions D365

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Posted on by Azize Reghioui 115

Hello,

I'm working on D365, and I have made these setup's for budget.

Account structure = Main account + Departement + Business unit + Business Stream


Budgeting parameters, I have Expense dimension set that contains : Main account + Departement + Business unit + Business Stream

Budgeting for dimensions : Main account + Departement + Business unit + Business Stream

In the budget control configuration :> Define parameters, I selected the account structure above.

The problem is that advanced rules are linked to some specific accounts.

Ex : 610000 ===> additional dimensions Entity and Location 

When I record an entry with main account 610000, I have to add Entity and Location as dimension plus the dimension of the account structure.

But the budget register entry contain only dimensions : MA+DEPT+BU+BS

And then no budget control is done.

Where is the problem?

Thanks in advance for your help.

 

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Budget on Main account and dimensions D365

    Hello Azize,

    If I can avoid using advanced rule stuctures, then I try to avoid it.

    You can test adding the entity and location financial dimensions into your ordinary account structure and then allow blanks if not required - just as you write.

    Once this has been done, you should be able to configure the budget control configuation form with all dimensions including the entity and location dimension.

    Please test this in a demo system first before you make any changes in your live environment.

    Best regards,

    Ludwig

  • Azize Reghioui Profile Picture
    Azize Reghioui 115 on at
    RE: Budget on Main account and dimensions D365

    Hello,

    Thanks for your answer.

    How can I set up a budget control if the account structure contain only MA+BU+BS+DEPT?

    Should I adapt my account structure with all the dimensions? and specify if  a supplementary dimension is in use or not : for example :

    "allow blank"?

    Regards.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Budget on Main account and dimensions D365

    Hi Azize Reghioui,

    The problem is the advanced rule structure because the financial dimensions that you have there are not considered in the budget control configuration.

    Best regards,

    Ludwig

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