Hy everyone,
I am trying to set up a cross company budgeting process in Dynamics 365 for Finance and Operations. I've look for articles, posts, anything in the internet that would explain whether it is possibile and how to achieve this result but i have found nothing about.
Basically, i would like to create a budget plan at the top level of my hierarchy and i want it to be distributed at the lower levels. We have done this other times and we made it but we were using operating units into the hierarchy. This time, instead, we need to use legal entities.
So, the first trial was done by creating a two levels hierachy made up by to different legal entities. In the financial dimensions set associated in the budget configuration parameters we used the legal entity financial dimension, thinking that it would have been required by the system to undertend how the budget plan, once created, should have been distributed. However, when proceeding with the distribution phase, the system created a son budget plan but no lines were copied into it and the name of the plan was "Plan for" (looks like the system does not recognize the owner of the son plan).
Therfore, we assumed that the isse could have been related with having 2 "same" entities in the two level of the hierarchy we created. We used a placeholder BU among this two levels (setting up a "selfapproving" workflow). The result was that, when distributing the plan, the system correctly created a son plan for the placeholder BU (name and lines were transferred) and a son plan, again, was created for my "third level of the hierarchy" (the legal entity i'm trying to include in the budgeting process) however, the name was "Plan for" and no line was included in this plan.
Am i missing any setup? Does anyone know whether and how it is possible to implement this solution?
Thanks in advance.
