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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Basic budgeting: Actua...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Basic budgeting: Actual vs. budget by period report Does not display Actual amount

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Posted on by Dhanicca Macatangay 355

Hello everyone,

I would like to seek assistance as to the result of Actual vs. Budget by Period report generation.

The Fiscal Calendar I used is December 1, 2020 to November 30, 2021 and FY 2021 Budget model.

After running ACTUAL VS. BUDGET Report, I was able to generate the report with the actual amount.

This amount is from the recorded transaction for December 2020.

pastedimage1605601849504v1.png

BUT after generating, ACTUAL VS. BUDGET BY PERIOD, I cannot see the actual amount I recorded for December 2020 period.

pastedimage1605601910377v2.png

Allow me to know if I missed a parameter for this report or how can I properly utilize this report to generate the correct figures.

Thank you very much.

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Have you tried selecting 2020 in your second screenprint instead of 2021 in the from and to fields?

    Best regards,

    Ludwig

  • Dhanicca Macatangay Profile Picture
    Dhanicca Macatangay 355 on at

    Hi Ludwig,

    Yes, I already did it but still has the same result. No amount displayed for Actual column.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Are you running an older D365FO version?

    I am asking because in the past there were some issues with this form but they should be fixed by now unless you operate an old version.

    If you see the issue in a different demo/test environment then I would recommend opening a support ticket with MS as this behavior might be due to a bug.

    Best regards,

    Ludwig

  • Dhanicca Macatangay Profile Picture
    Dhanicca Macatangay 355 on at

    I see. I think we need to update as our environment's version. Thank you, Ludwig.

  • Dhanicca Macatangay Profile Picture
    Dhanicca Macatangay 355 on at

    Hi Ludwig,

    I think we already resolved the issue.

    We can already dispaly the actual amount.

    We believe it is because of the Fiscal calendar on Ledger setup.

    Again, thank you.

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