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Budget plan entries with and without main account

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Hello, 

We have a situation where some departments in our institution are able to provide budgets with main account + department + other FinDim combinations. 

Some other departments can prepare budget plans only at the overall Department + Activity FinDim and cannot specify the Main account at the time of budgeting.

We have not setup any budget control, the requirement is to only provide visibility of budget vs actuals to stakeholders, at the granularity that they have been budgeted. 

THe budget plan has been aggregated from various departments accordingly but we are unable to generate budget register entries.

D365 gives an error saying main account is required. If I remove the Main Account from budgeting dimensions, then the register gets generated, but the main account is totally removed, even from the plan lines where main account was recorded. 

The below 2 threads talk about either always including or completely excluding the main account, our scenario is requiring a mix of both.

Screenshot-2023_2D00_05_2D00_04-at-12.41.27-PM.png

CAn anyone help with a solution please?

https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/239016/create-budget-without-main-account-budgeting-configuration/657622 

   

Thanks

  • IIMU Profile Picture
    IIMU on at
    RE: Budget plan entries with and without main account

    Hello James,

    Thanks for the suggestion. However, I saw that the Actuals vs Budget Inquiry pages (which are quite comprehensive), work only on the budget register entries.

    There are drill downs to the budget register account entries and also the relevant actual transactions, along with provisions to view based on different dimension sets in this inquiry page.

    And the requirement is to give visibility of this report / inquiry page to relevant heads of departments, in their self service account, as part of the implementation.

    Thanks,

  • JamesT Profile Picture
    JamesT 341 on at
    RE: Budget plan entries with and without main account

    Hi IIMU,

    Not sure if you can fix your issue, but is there an actual reason you need to generate budget register entries?

    I say this because - you can report on the Budget plan entries in Financial reporter

    Regards

    James

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