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Budget and Forecast

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Posted on by 20

Hi

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

  • Morgan Bazin Profile Picture
    Morgan Bazin 44 on at
    RE: Budget and Forecast

    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?

  • Harrison789 Profile Picture
    Harrison789 20 on at
    RE: Budget and Forecast

    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)

    pastedimage1674774272962v1.png

  • Morgan Bazin Profile Picture
    Morgan Bazin 44 on at
    RE: Budget and Forecast

    Depends on your budget process.

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

  • Harrison789 Profile Picture
    Harrison789 20 on at
    RE: Budget and Forecast

    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.

  • Suggested answer
    Morgan Bazin Profile Picture
    Morgan Bazin 44 on at
    RE: Budget and Forecast

    Yes.

    Example from the Contoso data:

    pastedimage1674772872580v1.png

  • Harrison789 Profile Picture
    Harrison789 20 on at
    RE: Budget and Forecast

    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.

  • Morgan Bazin Profile Picture
    Morgan Bazin 44 on at
    RE: Budget and Forecast

    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

  • Harrison789 Profile Picture
    Harrison789 20 on at
    RE: Budget and Forecast

    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

  • Suggested answer
    Morgan Bazin Profile Picture
    Morgan Bazin 44 on at
    RE: Budget and Forecast

    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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