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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Budget in FRX
Microsoft Dynamics GP (Archived)

Budget in FRX

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Posted on by Nel Berthiaume 85

I'm trying to run an income statement with just budget numbers, but if I run it through March 31, it only picks up 2 months.  My column format is pulling the budget book from GP, fiscal year is base, period code is base and Current Per/YTD is YTD.  Any suggestions on how to get the correct budget numbers in?

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  • Community Member Profile Picture
    Community Member on at
    Re: Budget in FRX

    Are you saying that the Fiscal year and Period codes are set in the Column layot as base?

    If so, when you run the report, what is the default date? is it 'S-1'?...if so change it to S and re-run the report.

  • Nel Berthiaume Profile Picture
    Nel Berthiaume 85 on at
    Re: Re: Budget in FRX

    Yes, they are both set at base.  I just changed the default date to S, and ran the report through March 31 and it only gave me through February.

  • Community Member Profile Picture
    Community Member on at
    Re: Re: Re: Budget in FRX

    You definately have values in your budget for March? You definately are using the correct budget ID in FRx? (sorry, but have to ask!!)

    If you run it through April what happens? Do you still only get figures for Jan and Feb?

    Are your Financial Years in GP Jan to Dec...and are your Financial Periods strict monthly? - i.e. Is period 1 set to be Jan 01 to Jan 31, is period 2 set to be Feb 01 to Feb 28 etc?

  • Nel Berthiaume Profile Picture
    Nel Berthiaume 85 on at
    Re: Re: Re: Re: Budget in FRX

    No problem..All the data is loaded correctly in GP, and I have the correct budget ID.  Financial periods are stricly monthly and we're on a calendar fiscal year.  I've tried a few more things, ran just for January, was correct.  Ran for Jan & Feb, only got 1 month.  Run for March, I get February & March.  If I run for April, I only get March and April

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,619 Super User 2025 Season 2 on at
    Re: Re: Re: Re: Re: Budget in FRX

    Yoiu may need to rebuild the .g32 file and compact the database.

  • Nel Berthiaume Profile Picture
    Nel Berthiaume 85 on at
    Re: Re: Re: Re: Re: Re: Budget in FRX

    Just did that...no change in results.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,619 Super User 2025 Season 2 on at
    Re: Re: Re: Re: Re: Re: Re: Budget in FRX

    The only other thing I can think of is to re-create the column layout.  Sometimes that will do the trick when nothing else works.  Let us know how it goes.

  • Nel Berthiaume Profile Picture
    Nel Berthiaume 85 on at
    Re: Re: Re: Re: Re: Re: Re: Re: Budget in FRX

    That seems to have done the trick!  Thank you so much for the suggestion.

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