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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Purchase requisition b...
Finance | Project Operations, Human Resources, ...
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Purchase requisition budget check

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Posted on by Hariharans87
Hi,
 
We have budget control and configured by dimension wise only. The budget exceed amount is not showing consolidated amount in the purchase requisition.
 
e.g. the available budget amount is 1000, the user creating purchase requisition with two lines 1500 and 1500, both line dimensions are same. When we perform the budget check in both line level and header level, we are getting error message for each line, each line showing 500 exceeded. The problem is that user requesting the transfer budget for 1000, later they are realizing 2000 is exceeded not 1000.
 
Is there anyway to find the actual consolidated exceeded amount by dimension wise?
 
Thanks,
Hari
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Purchase requisition budget check
    Hi,
    You can refer to this official documentation to see if there is any information you need: Consolidation and elimination overview - Finance | Dynamics 365 | Microsoft Learn. This article provides general information about the consolidation and elimination process. It includes answers to some frequently asked questions. Or you can develop a custom validation process that summarizes the budgeted amounts for all lines of the purchase requisition for each dimension. The process calculates the total requested amount for each dimension and compares it to the available budget to determine the consolidated overage amount by dimension.
    Best regards,
    Kevin

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