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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget and Forecasts -...
Finance | Project Operations, Human Resources, ...
Unanswered

Budget and Forecasts - which parameters sets them apart?

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Posted on by Harrison789 20

Hi all,

I thought that the Budget model is the parameter setting the budget and forecast apart, but that is not it. I have uploaded both Budget and Forcasts into different models (Budget and F1) but they overwrite each other leaving a mess.

Is it Budget code and Budget type that sets them apart? I have used the same for both in the upload cells.

4331.pastedimage1674524591447v1.png

If it is budget code and budget type, setting them apart, can I create as many budget codes as I like to cover numerous forecast for the year? And I assume, that when creating and running reports, I can chose these different parameters to be able to compare to actuals?

Kind regards

Ulrika

I have the same question (0)
  • Martin Dráb Profile Picture
    Martin Dráb 239,866 Most Valuable Professional on at

    Which of D365 applications is it about? Finance and Operations?

  • Harrison789 Profile Picture
    Harrison789 20 on at

    Thank you Martin. It is Finance and operations. I have done some more testing and taken into account that others has tested before me, so I guess that is what is making it messy. I tried to upload with changed budget code and value - and that didnt work at all. So I assume that it is the budget model that is setting the budget/forecasts apart?

    Can I ask another thing that I encountered? When I was to post the budget account entries with my forecast figures, D365 refuses to except that all the forecast figures are set on a Sunday - but I cannot find any parameters set for this. The fiscal calendar and ledger calendar only have a monthly set up where the Sundays are included. Why is D365 refusing to post with my sunday dates?

  • Martin Dráb Profile Picture
    Martin Dráb 239,866 Most Valuable Professional on at

    Moved from Dynamics 365 General Forum to Dynamics 365 Finance Forum.

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