web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

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

Encumbrance Management - Budget Control and Notifications

(0) ShareShare
ReportReport
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

I have the same question (0)
  • L Vail Profile Picture
    L Vail 65,271 on at

    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

  • Peter Muchira Profile Picture
    Peter Muchira 1,912 on at

    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.

  • Peter Muchira Profile Picture
    Peter Muchira 1,912 on at

    Any further insights, anyone ?

  • L Vail Profile Picture
    L Vail 65,271 on at

    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

  • L Vail Profile Picture
    L Vail 65,271 on at

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

    Leslie

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
mtabor Profile Picture

mtabor 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans