web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Budgets

(0) ShareShare
ReportReport
Posted on by

Budget period amounts are missing for one of our budgets.  The budget total amount still displays though. All of the Management reporter reports with this budget ID show no budget.  However, when I open the budget in Financial,Cards, Financial,Budgets and open using Excel I see all the period amounts for each account. This particular budget was imported from Excel and today was the first time any Budget Transactions were posted to this budget ID.  Since one can never know what is pertinent,  yesterday the reports were okay and today I created  and used test MR building blocks, row, column and tree to test combined links. At no point was I involving budgets.

I am reluctant to try refresh of financial data in MR.  Or any other approach I have read up on until I know what has caused this problem.  

Any help is appreciated.

*This post is locked for comments

I have the same question (0)
  • L Vail Profile Picture
    65,271 on at

    Hi,

    This may have absolutely nothing to do with your problem, but I would do three things.

    1) make sure the Maintain History for Budget Transactions box is checked in the General Ledger setup window and

    2) run Reconcile on the Financial module

    3) run Check Links.

    Of course, you would want to back it up before running any procedure that could change your data.

    Kind regards,

    Leslie

  • Verified answer
    Community Member Profile Picture
    on at

    Thanks for the response Leslie.  It all became a mute point when the budget was deleted by mistake and had to be imported again using Excel.  This was probably a better solution than the processes which would have been required to fix the missing period amounts.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
talty09 Profile Picture

talty09 2

#1
Anthony Beatty Profile Picture

Anthony Beatty 2

#3
CP04-islander Profile Picture

CP04-islander 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans