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Finance | Project Operations, Human Resources, ...
Suggested answer

Financial dimension and budget control

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Posted on by 33
Hi,
I rename the name of the financial dimension in D365 F&O under GL>>Chart of accounts > Dimensions > Financial dimensions.  I have setup in budget control that is enabled, and I created budget register entries.  Does it have an effect in budget checking renaming the financial dimensions name?
 
I am encountering issues in budget checking that even though there is budget, the system throws an error message that transaction failed due to budget.
 
Please help.
Appreciate your inputs.
Thanks.
 
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  • Suggested answer
    Abhilash Warrier Profile Picture
    2,204 on at
    Financial dimension and budget control
    Hi,
     
    It won't impact any setups, but good to review the below areas.
  • MC-13080957-0 Profile Picture
    33 on at
    Financial dimension and budget control
    Hi Arvid,
    Thank you for your reply.
    The financial dimension name is the one that I rename, not the dimension values description.
    The Program financial dimension was renamed to Region.
    Pls see below screenshot.
    Does it have effect in budget checking?
  • MC-13080957-0 Profile Picture
    33 on at
    Financial dimension and budget control
    Hi Andre,
    Thank you for your reply.
    Below is the error message even though I have budget funds available.
     
  • André Arnaud de Calavon Profile Picture
    296,161 Super User 2025 Season 1 on at
    Financial dimension and budget control
    Hi,
     
    Can you share details about the exact errors you get?
  • Suggested answer
    Arvind Bharti Profile Picture
    510 on at
    Financial dimension and budget control
    Hi,
     
    Name shouldn't  impact if dimension is activated. Also you update name not Value ID of dimension right? 
     
     
    Did you check the budget tracking why it is failing because in error message it will tell you by what amount or % it is exceeded.
     
    Also if require go and check the posted register entry for the combination so that you see changes are reflecting.

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