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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget Plan - Top down...
Finance | Project Operations, Human Resources, ...
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Budget Plan - Top down - Aggregate not working

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Posted on by JamesT 341

In advance, thank you for any answers

  • D365FO -  10.0.31
  • Created Budget Plan process for 2 level organizational hierarchy 
    • Parent = Finance Department
      • Child 1 = IT Department
      • Child 2 - HR Department
  • What is working
    • Can create Parent plan
    • When submitting to workflow it creates the 2 X Child plans
    • Can enter values in the Child plans
    • Can submit the Child plans to workflow
    • The Parent changes to the AGGREATE stage
  • What isn't working
    • The Parent plan is not getting the AGGREGATED values from the Child plans

Configuration

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