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It is possible to have a Global budget plan/entry/control, for organizations with a large number of legal entities?
Hi Irina76ax,
There is no option to have a global budget across several legal entities maintained in Dynamics 365 Finance. It is possible to maintain the budget entries per legal entity and use a consolidation company to create reports across the legal entities.
I have not heard of this requirement before. Usually each legal entity has its own profit and loss, so also its own budget and targets.
I am in line with what Andre shared.
I have not seen a globally acting company that is doing a top down budget from the HQ level.
Usually, it works the other way around.
That is, the individual companies enter their budgets, which are then consolidated for an overall global budget of the group.
This consolidation can be realized - for example - with the help of the financial reporter that allows you analyzing actual and budget data from all companies in D365FO.
Best regards,
Ludwig
Hi,
Thank you for the answer. Usually is like you said but now the customer needs global approach because they have global business line responsible.
Hi Irina,
How would they be able to measure the performance of the individual legal entities? If you want a global budget, then you can consider maintaining it outside of the application or create a legal entity for recording the budget transactions. Then using consolidation or other reporting you can combine it in one view.
I think that Andre's suggestion is good, I would rather do the top down budgeting outside of AX and possibly import it with a special budget model so that you know that the amounts were created from the global level using a top down approach.
In addition to this global budget, I would however recommend creating another budget model bottom up from the different legal entities. That is because the global top down budget might be very 'basic', i.e. not precise, resulting in many actual-budget variances that might be difficult to explain.
Thank you for the suggestions.
The customer needs to manage the budget per revenue stream (line of business) and country dimension and not per legal entity.
They have more than one legal entity per country.
Regards,
Irina
I assume that you have a business unit financial dimension and a country financial dimension setup, right?
Assuming that this is the case, you can then enter you budget data with those financial dimensions then in the budget register entry form.
If the legal entity does not matter for you and if you can't break down the budget by legal entity, you can then basically use any legal entity or - better- create a new one where you enter those 'global budget' data for the different business units and countries.
The actual vs. budget comparison can then be done either in Management Reporter or in PowerBI.
Would that be an acceptable solution for you?
Hi Ludwig,
Yes, we will have the financial dimension for BU and country.
Thank you for the proposed solution. It seems the best option for now.
Thanks for the feedback/update.
Is there something else the community can help you with at the moment?
If this is not the case then please be so kind and verify the answers to get this issue closed for the moment.
Many thanks and best regards,
Under review
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