Budget Planning Aggregation Issues

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Posted on by RS-22012258-0

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Hello All,

I have a Parent (finance) Budget Plan and 3 Child (depts.) Budget Plans.

I am able to distribute to child budget plans.

But I am unable to aggregate the department amounts in to parent budget plan. The aggregate step in the workflow execute, doesn't throw any error but the aggregation doesn't happen. I am aggregating department level requested and approved. Both are coming to "0" in the parent budget plan.

Can someone help please?

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Dynamics 365 Finance

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André Arnaud de Cal... 301,109 Super User 2025 Season 2 on at

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Moved the question from the Supply Chain Management to the Finance forum.

Hi,

Can you provide the steps and screenshots what exactly you have done and highlight was is not as per your expected outcome?

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CA Neeraj Kumar 4,994 on at

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Hi @RS-22012258-0,

Is this issue already resolved?

Regards,

NK

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