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Hi
Is it possible in D365 F&O to have a budget and forecasts?
Yes, you can have multiple budgets and forecasts in D365 F&O.
Additional information: Budgeting home page - Finance | Dynamics 365 | Microsoft Learn
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
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
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.
Yes.
Example from the Contoso data:
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.
Depends on your budget process.
How are you trying to load your data? What is the exact error message?
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)
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?
Under review
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