Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Unanswered

Update and append is replacing the Budget Plan amount

(0) ShareShare
ReportReport
Posted on by 4
Hi experts,
 
My client has some budgeting issues that I have no idea how to address. Any help would be very appreciated as I'm completely stuck.
 
Update and append is replacing the plan - values which are created by load more than one Budget class of account or more than one budget register are loaded incorrectly:
 
1.They create budget plan from budget register with lines for two accounts: account A with Debit 1000 and account B with credit -1000. 
2.Next they add lines again from another budget register that have no account A and account B amount debit 2000. 
3.After applying layout and processing budget plan lines shows account A 1000 (correct) and account B 2000 (incorrect) instead of 1000 (2000 - 1000 from first budget register). so the amount got replaced instead of being recalculated.
 
Replace option in Budget plan parameters is blocked.
Here is testing setup they used:
First budget register:
Second budget register:
This is my first time working with budgeting and I don't know how to help them.
 
Best Regards,
Magdalena

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,965 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,836 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans