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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Budgets by Period show...
Microsoft Dynamics GP (Archived)

Budgets by Period showing $0

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Posted on by Matt Leibham 205

Our Budgets by period show $0 for some accounts, but the totals show the correct balance for the year.  I go to Financial- Budget - open the Budget year, enter the account number. There is an amount in the Total that is the correct amount for the year, but all period amounts are $0. We upgraded to GP2010 and this is still an issue, however, both FRX and Management Reporter no longer pick up these amounts, so our reports are all incorrect.

I believe this is happening when we combine one general ledger account into another through the Professional Tools Library. The budget amount for the combined accounts only shows up in the Total and does not show up by period. So for all the accounts we have combined or merged, the budget by period is $0 and our reports in FRX and Management are incorrect.

Any suggestions on to fix, other than re-doing the budget for all our combined accounts?

Thanks

 

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  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Budgets by Period showing $0

    Did you import these changes or do them from the user interface?

    Kind regards,

    Leslie

  • Matt Leibham Profile Picture
    Matt Leibham 205 on at
    RE: Budgets by Period showing $0

    I received this advice and it worked for me...

    Re: GP 10.0 period budget amount display zero

    Replied to by Muhammad Amir

    I had the same issue and found this SQL Script that fixes the YEAR1 value for all budgets and all years.

    update GL00201

    SET YEAR1=b.YEAR1

    FROM GL00201 a

    INNER JOIN SY40100 b

    ON (a.PERIODDT>=b.PERIODDT and a.PERIODDT<=b.PERDENDT)

    and b.PERIODID>0 and b.SERIES=0

    So next time you have this issue, you can run this script against the company database and this will fix it.

    Thanks

    Amir

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Budgets by Period showing $0

    Hi,

    I'm using GP2013, but I just combined some accounts with budgets and the budgets combined correctly. Did you reconcile all of your financial years after completing the combination?

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member on at
    RE: Budgets by Period showing $0

    Did you ever find a solution?  I am experiencing the same problem, although I don't believe it has anything to do with using the Professional Tools Library.

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