Hello everyone!
I'm looking for a bit of guidance around the use of the Amount type field when it is used on the Actuals v Budget reports in D365FO. For your information I'm on version 10.0.25 (10.0.1149.81), and Platform version Update49 (7.0.6316.67).
So my customer wants to track Revenue on the actual v budget report using basic budgeting only. To demonstrate this I've loaded a budget of £500 as type Revenue and as a credit amount on the budget register entry. Please note I've not enabled budget control.
However when I post a Sales order (coded to revenue account 40000 through the posting profiles), or a free text invoice coded manually to 40000 (removing the do not allow manual entry for testing purposes) or a GL journal manually coded to 40000 in all 3 instances this gets added as a new line as the amount type = Expense. This means I now have a variance on my Budget line of the budget amount, and a variance on my Actuals line of the actual amount.
I have verified the setup of my main account which is set to type "Revenue". I just don't get how I am getting two lines just with the amount type being different.
Off course the easy fix in this instance seems like I would need to set my budget register entry for Amount type as Expense even though it's a Revenue budget. That doesn't sit well with me, but I need to know how this works so I can justify this.
I've been through MS docs but nothing on there seems to point why transactions to a Revenue type account appear as an amount type Expense or when a budget should use Amount type of Revenue or Expense. Any ideas would be great thanks.
Regards,
Bhavin
