Dynamics Community Forum Thread Details

Create Budget Register Entry from Budget Plan - Using Template

Hello Friends,

I have a requirement where I would like to create template on budget plan which will have 14 columns

12 for periods (Apr - Mar)

1 for the comment

1 for the amount type (expense / revenue)

My budget plan will have thousands of lines so when i convert my plan into budget register entry, those 2 columns should automatically populate against the lines. Since those two columns are mandatory in the budget register entry and want them to populate when I generate budget register entry from my budget plan so i don't need to enter them manually.

Also when I convert budget plan into budget register entry, all amount types by default assign to expense including revenue main account as well.

Does there any functionality where I can get them populate automatically through the template and also when I enter the manual entry into the budget register can I get amount type default to the revenue for the revenue main account.

Thanks for your help.

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