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budget control

Posted on by Microsoft Employee

Hello,

I've activated my budget control but i can't find the budget control check while creating a budget register entry (transfer that exceed the original budget).

Thank you

*This post is locked for comments

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: budget control

    Hello Imanelam,

    Yes, I mean the second screen that you shared.

    Can you select your budget line that shows the red 'X' symbol and open the very same form?

    What do you see there?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: budget control

    Hi,

    Do you mean this ?

    4405.Untitled6.png

    or this one?

    4405.Untitled6.png

    Thank you.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: budget control

    Hi,

    Can you select the line and then open the additional information button on top of the line to see what amounts have been checked when the budget check was made?!

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: budget control

    Hi,

    Yes but in this case how can i get the red check's symbol?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: budget control

    Hi,

    The budget control check is shown by the green and red symbols that you see in the budget register form.

    You can find additional information on those checks in the budget register line under the additional information section.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: budget control

    Hey,

    Thank you for your interaction.

    You can find some details on my budget control setup and budgeting module in general below:

    8468.Untitled4.png0243.Untitled2.png6758.Untitled3.png8468.Untitled4.png

    Best regards.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: budget control

    Hi Imanelam,

    Can you share some details on how you setup the budget control configuration and the budgeting module in general?

    Can you also provide an example where the budget check did not work?

    Many thanks and best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: budget control

    Hi Imane, This is most likely done, depending on your setup, when the budget entry was saved or when it was approved

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