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Error while generating budget plan from general ledger

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While generating budget plan from general ledger, I'm getting this error /You do not have permission to create a budget plan for the budgeting organization xxxxxx. Select another budgeting organization to use./ How to resolve this issue?

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JelleV89 4 on at

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Hi,

Probably you haven't setup a budget organization hierarchy.

For the creation of this hierarchy you can make use of following instructions: Budget planning - Finance | Dynamics 365 | Microsoft Learn

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Kevin Xia Microsoft Employee on at

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Hi,

Depending on the problem you described, it seems that there are many factors that can cause you to have this problem:

Ensure proper permissions: Confirm that your user account has the necessary permissions to create a budget plan for the specific budgeting organization mentioned in the error message. Contact your system administrator or security role assignee to grant the appropriate privileges if needed.

Check organization settings: Verify the organization settings related to budgeting in Dynamics 365. Go to the Budgeting area and check if the budgeting organization mentioned in the error message is correctly configured and assigned to your user account.

Confirm budgeting hierarchy: Ensure that you have been assigned the necessary position in the budgeting hierarchy for the specific organization. If you have a lower position in the hierarchy or do not have the required role, you may not be able to create a budget plan. Coordinate with the organization’s budgeting administrator to review and adjust your position if necessary. Please refer to the following link: Budget planning - Finance | Dynamics 365 | Microsoft Learn.

Validate budgeting configuration: Review the budgeting configuration settings in Dynamics 365. Check if the specific organization is correctly configured and if there are any additional settings or requirements to create a budget plan. Verify that the necessary entities, attributes, and rules are properly set up for budget planning.

Best regards,

Kevin

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Community member 4 on at

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I have set up budget organization hierarchy and position of budget manager is assigned to by user account with worker and I have access to all the organizations but still is not working.

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