Fixed asset acquisition budgeting in D365 F&O

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Posted on by amit515301

Dear Experts,

If anyone has idea on how can we handle 'fixed asset acquisition budgeting' (i.e. capex budgeting) in D365 F&O budgeting module.

My scenario is as follows:

1. Company wants to purchase 50 laptop over the 12 months of 2021 as below

Jan - 3 laptop
Feb - 2 laptop
Mar - 5 laptop
Apr - 7 laptop
May - 2 laptop
Jun - 9 laptop
Jul - 2 laptop
Aug - 6 laptop
Sep - 3 laptop
Oct - 7 laptop
Nov - 2 laptop
Dec - 2 laptop

the estimated cost of each laptop is 50K

Is it possible to budget this at Fixed assets (sub-ledger) level and the estimated cost of acquisition can transfer to General ledger split into month.

Also can the system also calculate depreciation on these planned purchased asset and transfer to budget register entry along with already acquired asset.

Thanks,

Amit

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MM-20051452-0 on at

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Hi Amit,

Please find the below official documentation explaining Fixed assets budgeting:

docs.microsoft.com/.../fa-how-manage-budgets

Best regards,

Momen Mansour

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amit515301 60 on at

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Hi Momen,

This documentation is for BC and not for D365 F&O.

I am looking for solution in D365 Finance & Operation

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Ludwig Reinhard Microsoft Employee on at

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Hello Amit,

I created a couple of posts on that.

Please see:

dynamicsax-fico.com/.../

Hope that helps.

Cheers,

Ludwig

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amit515301 60 on at

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Hi Ludwig,

Thanks for sharing the post.

I made needed setup, but When I am trying to post invoice journal, D365 is not performing budget check, and not giving any error.

Please help where I am missing.

Budget control parameter:

Thanks

Amit

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Ludwig Reinhard Microsoft Employee on at

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Hello Amit,

Is your account structure 30India the one that holds the ledger accounts that you use for fixed asset postings?

Do you have multiple account structures that you use?

Best regards,

Ludwig

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amit515301 60 on at

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Hi Ludwig,

I am using single account structure here screenshot.

thanks,

Amit

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Ludwig Reinhard Microsoft Employee on at

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Hi Amit,

That is interesting.

Have you tried creating an invoice in the pending vendor invoice form or a purchase related invoice?

Wonder if you see a budget check there.

Best regards,

Ludwig

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amit515301 60 on at

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Hi Ludwig,

Thanks for the help !

Now I am able to get budget error message whenever invoice amount for fixed asset exceeds available budget amount. Actually earlier I clicked on "Simulate posting" and expecting error message but the system is not throwing error message on this action. Rather this budget checking happens when I clicked "Post".

may be both option "Simulate posting" and "Posting" are having different set of code for validation.

thanks,

Amit

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Ludwig Reinhard Microsoft Employee on at

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Hi Amit,

Good to hear.

Please let us know if there is anything else that you need from the community in regards to this thread.

If this is not the case then please be so kind and verify the answer.

Many thanks.

Ludwig

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