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Budget period dates not matching Fiscal Periods, causing MR problems

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Posted on by Community Member Microsoft Employee

We recently had to change a date in our fiscal periods due to a change handed down from our parent company. We changed the period, ran reconcile, and made any necessary entries to move balances to the correct period ID. However, the budget we created long before this change is still showing the old date for the changed period. when we run a Management Reporter report, it pushes 2 months into one period. for example, June ended 6/27/14, and we needed to change it to end on 6/29/14. MR is showing both june and july balances (dated June 1, and June 27th in the budget card) in the June period. is there some process we missed to update those dates? i can see the dates in the card as 6/27/14, but i can't manually change them all. is it just a matter of reloading the entire budget card?

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Community Member Microsoft Employee on at

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RE: Budget period dates not matching Fiscal Periods, causing MR problems

That did it! thanks!
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sueconrod 335 on at

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RE: Budget period dates not matching Fiscal Periods, causing MR problems

On the budget try doing a checklinks on the budget master, sorry didn't catch that you had already run the Financial Reconcile. (Tools>>Checklinks>>Financial>>Budget Master). Can't think of anything else that would line them up.
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sueconrod 335 on at

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RE: Budget period dates not matching Fiscal Periods, causing MR problems

Did you run a reconcile>>Financial>>so that everything would line up with the fiscal periods.