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Microsoft Dynamics AX (Archived)

Carry forward budget from period to period

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Posted on by

Hi

I mannage a quarter budget. what is the way to Carry forward budget from quarter to quarter

thanks

ronen

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  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Carry forward budget from period to period

    Hello Ronen Rahav,

    Can you explain a bit more about your requirement such as

    why you want/need to carry forward a budget amount?

    why you budget on a quarterly basis?

    do you update / modify your budgets regularly?

    etc.

    Many thanks,

    Ludwig

  • Community Member Profile Picture
    on at
    RE: Carry forward budget from period to period

    Finance wants to control expenditure on a quarterly basis but allow to carry forward balances from last quarter(s) but they don't want to allow to use budgets from the coming quarters.

    e.g. having 100 monthly budgets will give us 300 in a quarter. suppose if we utilize 250 in the first quarter. So we should have 350 in the second quarter.

    Hope I have explained it properly.

    Appreciate help in this.

    Best regards,

    Mansoor

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