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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget for PR/PO
Finance | Project Operations, Human Resources, ...
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Budget for PR/PO

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Posted on by Vinoth V 69

Please find below follow up queries raised by client, request you to go through and revert on the same by today.

 

  • Can we have difference workflow If PR or PO exceed the budget?

In other words, We will allow user to created PR or PO, if it exceeds the budget, we will require extra approval.

 

  • In budget, can we maintain two different budget amounts for same GL + Dimension - One for reporting only Actual vs Estimate, and second for budget control?

Purchase expenditure for expenses (for service items) – 10000 KWD for PO/PR control, but for reporting of Actual vs Estimate it will be 15000 KWD.

Because we will have multiple different transactions for this GL code – Vendor invoice journal, general journal etc.

 

  • In KDF ‘Purchase expenditure for Product’ is balance sheet account, system will allow budget control on this?

 

  • Which date of PR/PO will be considered for budget calculation ? As we have monthly budget amount.

 

  • If PR/PO gets rejected in approval process, the amount will be added back to budget or not?

Thanks & Regards

Vinoth V

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