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RE: Budgeting on inventory issuance

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Hi Ludwig,

I have the same requirement from our client to control budget for Inventory Movement Journal.

Scenario :

- When buying inventory they post in Balance sheet and control budget by balance sheet account with purchasing department.

- As per requirement for using by department ( Example HR, Acc )  they are issuing inventory movement with offset account = PL account then they need to control by budget by department ( HR, ACC...)

How can we set up

Thanks,

Thuy

  • RE: RE: Budgeting on inventory issuance

    Hello Thuy,

    I wanted to follow up with you on this thread.  I understand that you would like to track budget control on Inventory Movement Journal.  There is no an option to track this document type in the Budget Control Config.  So this would have to be done through a customization or some ISV if there is one out there for this.  If this is something you would like to see added to the product you can always enter a product suggestion.

    Brad 

  • Suggested answer
    OsmanIstanbul Profile Picture
    OsmanIstanbul 2,810 on at
    RE: RE: Budgeting on inventory issuance

    Hi Thanh,

    I totally agree with Ludwig, in addition, if you want to control still, you can use a balance sheet account instead of PL account in Inventory Journal. then, you can transfer balances to pl account with a ledger journal at the and of period (in this matter, you can control budget)

    Best Regards.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: RE: Budgeting on inventory issuance

    Hi Thuy,

    What sense does such a budget control make?

    The money is already spent after you purchased the items and put them on inventory.

    If you control and possibly block the usage of the items when you post an inventory movement journal then things don't get better.

    In other words, the money is already gone and it won't come back even if you stop users from posting the movement journals.

    Best regards,

    Ludwig

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