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Budget warning when exceed the threshold

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Posted on by Finance and operations

Hi,

I did the Budgeting set and I'm not receiving any warning when the threshold is reached. Can you please have a look to my below config and let me know if you see any step that needs to be set in order to have an error message when users exceed the budget threshold

Here is the config

Create a Budget model

Create a Budget code

We want to budget only on a single financial dim

Create the Budget cycles

Define the Budget control configuration

I’m among D365FO user group and I’m creating the transaction (AP vendor invoices, offset account, Main account + Matter)

Thank you !
Kamel.

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Charlotte X Microsoft Employee on at

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Hi Kamel Sadek,

You don't have budget dimensions configured. And the settings in the over Budget permissions form can be overridden by a budget control rule or budget group. It's hard to say exactly which step is problematic.

You can refer to the configuration in this article:

Budget Controls in D365FO – Ahmed Saif

Best Regards,

Charlotte

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AXSHAH 528 on at

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Hi

You also need to define threshold on second step, as shown below, change it to 80.

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O.Emmanuel 28 on at

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Please set your budget threshold to the desireable level.

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