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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget criteria
Finance | Project Operations, Human Resources, ...
Suggested Answer

Budget criteria

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Posted on by WiK 20

Hi there,

I want to define the budget control rules by defining multiple criteria like MA+BU+DEP, MA+BU, MA+DEP. I have selected the MA, BU, DEP as my budget dimensions in the parameter section.

When I tried to define the budget control rule as i mentioned, system threw an error saying the budget criteria needs to be changed and cannot define budget control rules.

Can we have a solution to have more than one criteria?

Thanks in advance.

Kind Regards,

WiK

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

    Hello WiK,

    In the budget control configuration form you can select the budget control dimensions.

    If you select MA, BU and DEP then you should be able to setup budget control rules that make use of all of them.

    Can you share more information what does not work and probably the exact error message?

    Some supporting screenprints would help as well.

    Best regards,

    Ludwig

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees on at

    hi Wik,

    Did you selected all these dimensions (Main Account + Busines unit + Department) in "Dimension for budgetng" screen? Can you tell us the name of the screen where you selected these dimension please or share screen shot ?

    As 2nd step, you will include all these dimension in Budget Control Configuration >> Define parameters section.

    6874.PNG

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Good morning WiK,

    Is there any other information / help that you need from the community for this issue/question?

    Would be great if you could keep us updated.

    Best regards,

    Ludwig

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