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Budget planning: exclude the accounts rules

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Posted on by D365 N00b

129

Hi there,

I am currently in the process of setting up budget planning for
a client who only uses two financial dimensions for this purpose.

Could you advise me on how to exclude the "segments and allowed values"
that are not required? Specifically, the account structure has been configured
for AccNo 5000, with mandatory requirements for Cost Center,
Business Unit, and Vendor. However, the client only uses Cost Center and Business Unit in their budget planning.

Every time I submit the Budget Plan for review, its throwing errors.

Thank you for your help.

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Magno Pereira 2,435 Moderator on at

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Hey there,

Did you define the financial dimensions for Budgeting? There you can specify which financial dimensions in the account structures that are associated with the chart of accounts are available for Budgeting.

Budgeting > Setup > Basic budgeting > Dimensions for budgeting.

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D365 N00b 129 on at

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Hi thank you for response.

I set this up already. Thats not the problem...its more the set ups on
General ledger > Chart of accounts > Structures > Configure account structures:
which affect my budget.

What I got, when I am trying to submit my buget plan:

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Magno Pereira 2,435 Moderator on at

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How did you configure the budget plan layout? Did you receive that message when you submitted the budget plan through workflow?

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D365 N00b 129 on at

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Layout Setting: I chose LedgetDimSet with the CC,BU.

My client want only use, two FD in budget, cause of the rules in the structures it asking more than two.

I get this message, when I try to submit the plan.

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D365 N00b 129 on at

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I am thing

the setting should be done here:

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BillurSamdancioglu 19,852 Most Valuable Professional on at

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You need to define the business unit. Why business unit is blank?

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D365 N00b 129 on at

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I want every value beside CostCenter to be optional.

How to set up this?

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BillurSamdancioglu 19,852 Most Valuable Professional on at

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You can not do this OOB as far as I know.

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D365 N00b 129 on at

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what is OOB? Could you guide me please... I am lost...

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D365 N00b 129 on at

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Ok. I found the Problem.
It seems like the advanced rules restrict the entries.
Is there option to generate a acc structure only for budetting?

Why can I not, make rules only for Budgetting plans?

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