Finance | Project Operations, Human Resources, ...

Budget Transfer Rules

(1) Share

Report

Posted on by Amanda Fowler

239

I have 4 conditions that need to be part of my budget transfer rules. I am figuring I need to have 4 or 5 different rules. This is my generic thinking and questions?

1. Is it possible to do a generic budget transfer rule that says transfers allowed except between departments (then workflow approval is needed.

2. Salaries can only be transferred to salary accounts. Thanks

All responses (2)

Answers (0)

Amanda Fowler 239 on at

Like (0)

Report

Budget Transfer Rules

I have reviewed that material and it states that it can be set up to where one cost center can only transfer to the same cost center. However when you look at the budget transfer rules page I can not see where that is an option. @Kevin Xia do you know how to set this up
Suggested answer

Kevin Xia Microsoft Employee on at

Like (0)

Report

Budget Transfer Rules

Hi,

You can refer to this official document: Budgeting overview - Finance | Dynamics 365 | Microsoft Learn. It mentions that how to set up budget transfer rules. You can also refer to this official document: Define budget transfer rules | Microsoft Learn. In this article, it says that you can use the Budget transfer rules form to define budget transfer rules to determine when budget transfers are allowed between financial dimension values.

Best regards,

Kevin