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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Budget Registry Entry ...
Microsoft Dynamics AX (Archived)

Budget Registry Entry Budget Check no GREEN DIAF

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Posted on by Community Member

Hi I am currently creating Excel Template for Budget Registry Entry and whenever I successfully uploaded through Data Import and Export Framework all entries are reflected but no green check mark under Budget Check Result Column.

Hope someone help me with this.

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

    Hello Cris17,

    Have you enabled the budget control configuration? The green checkmarks should show up once the budget control configuration is enabled provided that the account for which you register the budget is included in the account structure that is used for budget control.

    Best regards,

    Ludwig

  • Suggested answer
    Galyna Fedorova Profile Picture
    Galyna Fedorova 3,566 on at

    Hi,

    Please activate budget control prior to import of the budget register entry. Additional details  on budget control you can find here: gfeaxblog.wordpress.com/.../o365-budgeting-cookbook-part-2-of-3-budget-control

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at

    you can check this link to review your setup

    vsdynamicsfinance.wordpress.com/.../setup-budget-control

  • Community Member Profile Picture
    Community Member on at

    Yes we already had configure the budget control, when I do manual encoding of budget entry it will appear "green checkmark" and also when I modify the amount of uploaded entries green check mark will appear.

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

    Hello Cris17,

    After uploading the Budget entries they are in draft mode.

    Do you see the green checkmark if you update the budget Balance?

    (please check in a demo System first)

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Yes Dr. it appear and also through workflow activated once submitted it will also appear the green mark

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