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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Generate budget plan f...
Finance | Project Operations, Human Resources, ...
Answered

Generate budget plan from general ledger - get previous year budgeted value

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Posted on by S Arunkumar 69

Hi All,

I am using standard D365 version,

In Budget module, how to get budgeted amount from previous year while using "Generate budget plan from general ledger" periodic process.

I have tried all combinations, but every time values are getting populated as actual amount 

Can you help me which parameter is available to differentiate between getting budgeted value or actual values from previous years?

Thanks

I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Can you share how you setup your budget planning configuration and how you are trying to transfer the budget plan from GL?

    Some screenprints would be great.

    Thanks,

    Ludwig

  • S Arunkumar Profile Picture
    S Arunkumar 69 on at

    HI Ludwig,

    Thanks for the reply, please find the screen shots - I am using the out of box configuration and setups...

    Generate budget plan from general ledger

    6266.Capture.JPG

    Budget planning configuration

    Layout

    pastedimage1620825546900v2.png

    Column

    pastedimage1620825582516v3.png

    Actual Vs Budget - year 2017

    pastedimage1620825718209v5.png

    Created Budget plan - I am getting actual values under the scenario of "Previous year Budgeted" , question is how to get budgeted value

    pastedimage1620825762981v6.png

  • Verified answer
    OsmanIstanbul Profile Picture
    OsmanIstanbul 2,818 on at

    Hi

    This process generate from gl transactions, so I think you can not pull budget transactions.  Did you try other processes like generate budget plan from budget plan etc.

  • S Arunkumar Profile Picture
    S Arunkumar 69 on at

    Thanks Osamn, it works now....

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