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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Amanda Fowler 239 on at

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Budget Transfer Rules

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?
Hana Xue Microsoft Employee on at

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Budget Transfer Rules

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
Amanda Fowler 239 on at

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Budget Transfer Rules

So I need to be able to allow tranfers within an operating unit but not between operating units.
André Arnaud de Cal... 294,137 Super User 2025 Season 1 on at

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Budget Transfer Rules

Hi Amanda,

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