Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Budget Consolidation
Small and medium business | Business Central, N...
Suggested answer

Budget Consolidation

(2) ShareShare
ReportReport
Posted on by Sneha Mani 98
Dear Members,
 
I would like to know if there is any standard functionality available to consolidate the G/L Budget from the standalone entities. For instance, there are two independent entities, Company A and Company B, and I have established a new company called "Consolidation AB" to consolidate both Company A and Company B. I have set up the budgets for both entities A and B, but when I perform the consolidation, I do not see the budget entries reflected in the company "Consolidation AB." IIs there a standard solution available to include the Budget entries in the Consolidation company?
Please share your valuable Ideas / solution for the above mentioned.
 
 
 
Thanks in advance,
Sneha
Categories:
Dynamics 365 Business Central
  • gdrenteria Profile Picture
    gdrenteria 13,011 Most Valuable Professional on at
    Budget Consolidation

    Hi, good day

    Some third party solution may give you an idea or help you.

    Budget Consolidation

    Best Regards
    Gerardo

     
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 6,039 Moderator on at
    Budget Consolidation
    Agree with the previous responses, this functionality is out-of-the-box. You can achieve your goal through a third-party app or customization.
  • Suggested answer
    Inkey Solutions Profile Picture
    Inkey Solutions 1,807 on at
    Budget Consolidation
    As per our Knowledge There is no such a feature available in Business central Out of the Box functionality which provide this feature. Sub entities Budgets aren't included in consolidation by default because the system focuses on financial data like balances, not planning data like budgets. To include budgets, you need to manually export and import them in consolidate company or use a third-party solution.
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,802 Super User 2024 Season 2 on at
    Budget Consolidation
    As far as I know, there is no such feature.
    You can use the external tools mentioned by Valentin, or consider customization.
    You can also export the budget for analysis outside the system.
     
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,120 Super User 2024 Season 2 on at
    Budget Consolidation
    This functionality is not available in the system. In such cases, third-party reporting tools like Jet Reports can be helpful, as they allow you to create reports that pull data from multiple companies. Alternatively, you can explore other third-party apps designed for reporting or consolidating budget entries. Another option is to manually load the consolidated budget into the consolidated company yourself.
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,703 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,433 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans