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Management Reports - Current Year Budget

Posted on by 10

Can someone help me troubleshoot why my budget is not pulling into my Management Reporter reports? I know my budget is in GP. It shows current budget, just not next year’s.

  • Rosemary Profile Picture
    Rosemary 2 on at
    RE: Management Reports - Current Year Budget

    Good day,

    Anything on this having the same issue, the data in the GL00201 and GL00201 tables, the year is there and the correct dates.

    Regards

    Rosemary

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: Management Reports - Current Year Budget

    Could you take a screen clip of the top section of the Column definition of the Management Report document that is missing the 'new' budget values.

    If the correct name appears to be there - did you use the drop down to select or did you type it into the field.  I have found selecting from drop-down list is the best way to ensure you get the correct Budget ID from Dynamics into Management Reporter.

  • Greg Byer Profile Picture
    Greg Byer 2,586 on at
    RE: Management Reports - Current Year Budget

    Check the GL00200 and GL00201 tables and verify that the budget has a value in the YEAR1 column.  If that's blank, MR won't be able to read the budget.  

    Also check that you are generating the report for the company that this budget exists in.  In the Report Definition, the company is listed in the upper left.  The column definition will show the budgets for the company you are logged into, but it's possible to generate the report for a different company from what you are currently logged into.  

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