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How to setup Responsibility center - Budget plan

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Posted on by 140

Hi all, 

I can't setup Responsibility center. 

Does anyone know this case?

Budget-plan.png

Br, 

Van nguyen 

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  • Suggested answer
    Galyna Fedorova Profile Picture
    Galyna Fedorova 3,566 on at
    RE: How to setup Responsibility center - Budget plan

    Have you linked your user to the worker (System administration > Users > Users > Person field)?

    Does your worker (that is assigned to the user) have possition assigned thta you added to the department?

  • VanNTT Profile Picture
    VanNTT 140 on at
    RE: How to setup Responsibility center - Budget plan

    Hi Galyna Fedorova , 

    Many thanks for your support.

    I have just tested in D365, however I can't do it.

    There are steps, I created in D365. (Budget planning configuration is set to "Based on worker positions")

    Step 1: I assigned Position to Department

    3581.4.png

    Step 2: I applied Department to Hierarchy organization 

    7711.2.png

    Step 3: I created Budget planning process

    646616.3.png

    Step 4: I created Budget plan and I still can't see Responsibility center

    3581.4.png

    Pls review it for me again, 

    Br, 

    Van Nguyen

  • Suggested answer
    Galyna Fedorova Profile Picture
    Galyna Fedorova 3,566 on at
    RE: How to setup Responsibility center - Budget plan

    Hi Van Nguyen,

    If the parameter Security model under Budget planning configuration is set to "Based on worker positions", then there is an explanation how to create a department and assign the position: community.dynamics.com/.../135187

    If the parameter Security model under Budget planning configuration is set to  "Based on security", then follow the steps below:

    Go to System administration > Users > Users

    Select the user that need access to budgeting

    Click Edit

    Select the role to whom you would like to grant the access

    Click Assign organizations button

    Select Grant access to specific organizations individually

    In the Select organization hierarchy drop-down, select the organization hierarchy

    Note: Only organization hierarchies that have Security purpose assigned will be displayed in the drop-down list.

    Assign organizations button

    Highlight the highest node

    Highest node

    Click Grant link

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