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Budget and Forecast

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Posted on by Harrison789

Is it possible in D365 F&O to have a budget and forecasts?

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Morgan Bazin 95 on at

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Yes, you can have multiple budgets and forecasts in D365 F&O.

Additional information: Budgeting home page - Finance | Dynamics 365 | Microsoft Learn

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Harrison789 20 on at

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Thank you Morgan. You make me so relieved, our support says that I can't.

How do you differentiate between them? Is it the budget model or the budget code

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Morgan Bazin 95 on at

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While it depends on your business processes, typically I would use Budget Model to define the different scenarios/forecasts you wish to maintain.

Read a bit more here: learn.microsoft.com/.../basic-budgeting-overview-configuration

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Harrison789 20 on at

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That is what I had anticipated as well. I have set up different budget models, ex Budget 2023, Forecast 1 2023 etc.

In your experience, would I still be able to use the same budget code/type?

Code Type

Budget Original budget

or do they have to be different? The budget model is different as per above.

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Morgan Bazin 95 on at

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Yes.

Example from the Contoso data:

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Harrison789 20 on at

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Thank you.

When do you use Adjustment/Revision uploads? Is that when you need to change something in already uploaded budget?

After I have uploaded the Forecast and all looks fine, I want to upload the budget and it doesn't work at all. I think the budget is trying to use the same entry number.

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Morgan Bazin 95 on at

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Depends on your budget process.

How are you trying to load your data? What is the exact error message?

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Harrison789 20 on at

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I am uploading the data. This is the message I got after trying to upload the budget (after the forecast was uploaded to the entry number 500-000001)

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Morgan Bazin 95 on at

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It would seem to me that either your file has the same entry number for these transactions, or the mapping is setup incorrectly.

Is there a reason you're importing using the Data management framework, rather than using the Excel Add-in?

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