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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Where is the GL Budget...
Finance | Project Operations, Human Resources, ...
Answered

Where is the GL Budget Exception Report in the security task window?

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Posted on by Linda Brock 18

Hi,

I cannot locate the Budget Exception report that generates when you import a budget and there are issues with the Excel data. I need to grant a user security to that report. The user can import the budget, but not print the exception report.

Thanks,

Linda

Categories:
Microsoft Dynamics GP
I have the same question (0)
  • Verified answer
    Andrea Melroe Profile Picture
    Andrea Melroe 3,437 on at

    Hi Linda,

    The Budget Import Exception Report is available in conjunction with the Excel Based Budgeting product. Here’s how you can create a new security task for this report:

    • Click on Microsoft Dynamics GP| Tools | Setup | System | Security Tasks to open the Security Task Setup Window.
    • Enter an appropriate Task ID and Task Name (for example: Budget Exception Report).
    • Next to Category, choose Other.
    • For Product, choose Excel Based Budgeting.
    • For Type, choose Reports.
    • For Series, choose Financial.
    • Check the box next to ‘Budget Import Exception Report’.
    • Click Save and close the Window.

    BudgetException.PNG

    Hope this helps!

    Thank You for using Dynamics Communities,

    Andrea Melroe | Sr. Technical Advisor | Microsoft Dynamics GP

  • Linda Brock Profile Picture
    Linda Brock 18 on at

    Thank you Andrea - I didn't even think about it being a separate product. oops!

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