Budget Transfer Rules

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Posted on by Amanda Fowler

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When reviewng the documentation for budget transfer rules it gives the example of sales departmet cost center only being able to transfer with that cost center. However when I look at the options for setting this up I do not see that option. What am I missing?

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André Arnaud de Cal... 302,715 Super User 2026 Season 1 on at

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Hi Amanda,

Can you provide some more details on this question and a link to the documentation you are referring to?

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Amanda Fowler 241 on at

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So I need to be able to allow tranfers within an operating unit but not between operating units.

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Hana Xue Microsoft Employee on at

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Hi,
Do you mean the interface shown in the screenshot? Where selects department and value selects 022. It refers to the sales department.

Best Regards,
Hana

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Amanda Fowler 241 on at

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If I am understanding then, we would need a rule for each separate cost center--Sales, Finance, Purchasing, etc so that they they can only transfer within their own cost center. Is that correct? Is there no option to generically say that a costs center transfer must be the same without doing all different ones?

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