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Microsoft Dynamics 365 | Integration, Dataverse...
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Budget planning upload not accepting $0 values

Posted on by 205

Hi all,

Budget planning is not always accepting a zero value when loading budget plan via the Excel Add-in.  

We put the budget plans and various budget managers updated their plans. Since some of the budget managers had approved their plans, I had to create the plan again so that I could edit. When I did this, it did not pull in any of the financial dimensions that had zero budget amounts. We were unaware that this would happen so I had to copy in about 500 lines into the Excel Add in. For all those lines, I had to enter a dollar amount, publish them and then go through and enter zero so they could be updated with appropriate budget amounts at a later time. If I left the budget amount at zero, it would not publish. I currently plan to not disperse budget plans to our Budget Managers and I will be doing all updates. While this is not a loss of revenue or ability to bill, it's costing us a lot of my time and college money. It's a very cumbersome and inefficient process.

Anyone have any suggestions here?

baseline-not-accepting-zero-values.12_2C00_2_2C00_21.jpg

Thanks,

Aneeb Siddiqui

  • ASidd Profile Picture
    ASidd 205 on at
    RE: Budget planning upload not accepting $0 values

    can you move it over to that forum?

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Budget planning upload not accepting $0 values

    Hi Aneeb Siddiqui,

    It is recommended to post your issue to the forum of BC for further help.

    (+) Dynamics 365 Finance - Forums, Blogs, Support

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