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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget Across Legal en...
Finance | Project Operations, Human Resources, ...
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Budget Across Legal entitites

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Posted on by ME-13101021-0
Hello, 
I am trying to create a budget to allocate across all the legal entities of my company. I have been trying with ledger allocation rules and budgeting planning process with an organization hierarchy that includes all the legal entities but none have worked so far. Any idea on how to set this up?
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Dynamics 365 Finance
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  • Suggested answer
    Giorgio Bonacorsi Profile Picture
    Giorgio Bonacorsi 735 on at
    Budget Across Legal entitites
    OOB the budget is not an object cross legal entity.
    You can try to see if you can change it from legal entity to cross share using this function: https://daxmsdynamics365.wordpress.com/2025/08/20/configure-cross-company-data-sharing
     
    Thank you, 
    Giorgio

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