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Finance | Project Operations, Human Resources, ...
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Budget Plan - errors when using 'Generate Budget plan from General ledger'

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Hi,

I want to use the prior year actuals to update my Budget plan but i am getting 4 error messages (budget code, entry number, submodel)  and i cannot process

pastedimage1680252803385v10.png

I have followed all the steps needed for the configuration of Creating a Budget plan

Note that this a simple Budget plan so some stages have been skipped (i used MSFT guidelines https://learn.microsoft.com/en-us/dynamics365/finance/budgeting/budget-plan)

pastedimage1680252235978v3.png

pastedimage1680252265528v4.png

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My columns are defined as having one column for PY actuals and 12 columns for budgeted amount each month (jan to dec)

pastedimage1680252409084v6.png

pastedimage1680252434594v7.png

I created the Budget planning process also

pastedimage1680252484445v8.png

and now to generate the figures I tried two methods and both give me errors message

Method 1/Via the created budget plan using below function

pastedimage1680252680510v9.png

with this option i get the error messages as shown below

pastedimage1680252820867v11.png

Method 2/ Via periodic =>Generate budget plan from general ledger 

i still get same error message

pastedimage1680252889166v12.png

The fields that D365 is mentioning (entry number, budget code and submodel) are nowhere to be found on this form and based on what i have read these are not used for budget plan so i do not know what is wrong, can someone please advice what could be the problem?

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