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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Distribute Actual amou...
Finance | Project Operations, Human Resources, ...
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Distribute Actual amount from budget to child budget plan - D365FO - Budget allocation schedule

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Posted on by ThuNgo 978

Dear experts,

Please help with below scenario:

- Budget planning workflow stages

pastedimage1627868994376v1.png

- Budget planning allocation schedules:

pastedimage1627869028263v2.png

- Budget plan columns:

pastedimage1627869065246v3.png

=> After running WF for parent budget plan, child budget plans are created successfully according to Budget hierarchy.

- Estimated amount also distributed correctly.

- PY actuals is not distributed

Parent budget plan:

pastedimage1627869258636v4.png

Child budget plan:

pastedimage1627869340057v9.png

=> Is there anything wrong? my setting for Budget planning allocation schedules for estimated columns are the same with PY Actuals column

Thank in advance,

Thu

  • ThuNgo Profile Picture
    ThuNgo 978 on at
    RE: Distribute Actual amount from budget to child budget plan - D365FO - Budget allocation schedule

    Hi Judy,

    My issue is the PY Actuals column is not distributed correctly from parent budget plan to child budget plans.

    Detailed setting as above.

    Thank in advance,

    Thu

  • huijij Profile Picture
    huijij 19,811 on at
    RE: Distribute Actual amount from budget to child budget plan - D365FO - Budget allocation schedule

    Hi ThuNgo,

    What issue are you facing now?

    regards

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