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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Encumbrance Management...
Microsoft Dynamics GP (Archived)

Encumbrance Management - Budget Control and Notifications

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Posted on by Peter Muchira 1,912

Hello all,

I have setup Encumbrance Management on my installation, and want it to effect budget control for Purchase Requisitions/Orders. I am facing some issues though. When I attempt to save a requisition for an  Account whose budget is insufficient, the system pops up a message of how much the budget will be exceeded by. Issues:

  • Am still able to save and/or submit the requisition despite the insufficient budget. Is there a way I can make this a 'hard' control, to ensure that if the budget is insufficient, the system at least does not allow submitting (or perhaps saving) of the requisition ?
  • Currency symbol: The Encumbrance alert/message above is displaying the correct Budget balance, but with the wrong currency symbol i.e. USD '$' - my budgets are in the functional currency (my local currency). 

Any help on this is appreciated.

*This post is locked for comments

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Encumbrance Management - Budget Control and Notifications

    What about the password method? Isn't there a password field on the Encumbrance Management setup window?

    Leslie

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Encumbrance Management - Budget Control and Notifications

    If it isn't a modal dialog then it must be a regular window. Seems like you could control that window (if you could find it - I haven't looked). How about managing the save/submit button? Part of Rockton Software's GP Toolbox www.rocktonsoftware.com/.../dynamics-gp-toolbox includes a module called Conditional Field Level Security. The security could be enforced if the PO exceeds budget. I think your functionality wish is a great idea  - perhaps even automatically putting the PO on Hold, but still allowing it to be entered. Similar to the way SOP works.

    Kind regards,

    Leslie

  • Peter Muchira Profile Picture
    Peter Muchira 1,912 on at
    RE: Encumbrance Management - Budget Control and Notifications

    Any further insights, anyone ?

  • Peter Muchira Profile Picture
    Peter Muchira 1,912 on at
    RE: Encumbrance Management - Budget Control and Notifications

    Hi Leslie,

    Many thanks for your response. The system alert comes in the form of a 'non-modal' dialog. So once the user click ok, they can choose not to heed the warning.

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Encumbrance Management - Budget Control and Notifications

    Hi,

    You could set a password to approve purchase amounts that exceed the budget. If this is a Modal Dialog, you could use VBA to automatically answer it or send up another message.

    Kind regards,

    Leslie

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