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Dynamics 365 Community / Forums / Finance forum / Budgeting and Forecasting
Finance forum

Budgeting and Forecasting

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Posted on by 985

Hi there,

My client uses a budget and then have something they call a forecast which is the same as the budget but different figures. (used for reporting, transactions not tracked against it in system).

Is there anyway that I can setup a budget code for the budget that is tracked against transactions in system and then have a budget code for forecasting that is created but doesn't affect budget in system?

Thank you

I have the same question (0)
  • Verified answer
    Shaun Hawkshaw Profile Picture
    985 on at

    I found that you can have different budget models.

    Then assign the 1 budget model to the budget control configuration. This model will be used in transactions.

    The other model can be used for reporting.

    Thank you

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Shaun,

    Do I get you right that you have been able to get this resolved yourself?

    Can we close this case then?

    Best regards,

    Ludwig

  • Shaun Hawkshaw Profile Picture
    985 on at

    Correct, thanks

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