Budget transfer rule

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Posted on by Nhu Quynh

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Hello experts,

This is my step:

1/ I have create Budget transfer rule

2/ Set Use rule for budget transfer = Yes in Budget parameters

3/ Set workflow for budget transfer code

4/ Create budget register entries

As I know if my entries is same the rule, my budget register entries will be updated without approval workflow ?

I don't understand why I have to submit my entries, while no message info about Violent the transfer rule.

Best regards

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Ludwig Reinhard Microsoft Employee on at

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Hi,

There is no transfer specific workflow available.

Can you please double check that normal budget register entries from the type 'original budget' do also need to go through the workflow?

That's what I would expect.

Best regards,

Ludwig

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Nhu Quynh 125 on at

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Hello Ludwig,

This is my setup

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Junaid Idrees 2 on at

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Hi Nhu Quynh,

If there is a WF attached to "Transfer" budget code then budget registered entry has to go through WF process.

In my Contoso environment, I made the same configuration on "Transfer" budget code and linked the WF as well and i cannot update the balance unless the request is approved.

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Nhu Quynh 125 on at

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Hi Junaid,

As I read 'No budget transfers are allowed outside of these rule lines unless you use workflow to approve the transfer. If no criteria are specified, then the rule applies to all dimension values.'

So I don't understand Rule use for what ? As I understand if my Budget entries are the same to rule, my entries will be skipped through Workflow.

What about your opinion?

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Ludwig Reinhard Microsoft Employee on at

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Hi Nhu,

In your last screenprint that you shared, you have workflow id 52 assigned to your budget code that's why you see the workflow button and have to go through the workflow.

Can you share details of the workflow?

What tasks has it setup?

Does it possibly complete automatically?

What might help you getting some additional insight into this feature is this MS video.

www.youtube.com/watch

The video was made for AX2012 but is still valid for D365FO systems.

Best regards,

Ludwig

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Nhu Quynh 125 on at

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Hello Ludwig,

This is my setup

I have seen the link you share, it is an example of violent to the rule and you have to use WF.

But I try to test without violent the rule. What will be happen if Budget register entries are not violent to the rule ?

Many thanks

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Paul Sinnott 90 User Group Leader on at

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Hi Nhu,

The workflow requirement is assigned to the budget code and type. It is not assigned to the record lines, therefore it will always be present and must be submitted for all entries that are for a budget type with a workflow specified.

What i would suggest is to build in an auto approval step into the workflow as follows so that entries which are not violating your transfer rule can be posted without issue:

Kind Regards

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Nhu Quynh 125 on at

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Hi Paul,

Good idea, many thanks for your suggestion

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