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Finance | Project Operations, Human Resources, ...
Suggested Answer

Generate budget plan from supply forecast - D365FO

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Posted on by 978

Dear expert,

I tried to run "Generate budget plan from supply forecast" but keep failing. Error: The selection criteria that were used did not include any records to generate. Update the selection criteria, and then try again.

I did run "Transfer purchase budget to ledger" first as instruction MS doc: https://docs.microsoft.com/en-us/dynamics365/finance/budgeting/budget-planning-integration-other-modules

Please help me advice,

Thank and best regards,

Thu,

I have the same question (0)
  • Suggested answer
    Gaurangkumar Jani Profile Picture
    4,576 User Group Leader on at

    Hi ThuNgo,

    Can you provide a screenshot of the budget plan process?

    Thanks,

  • ThuNgo Profile Picture
    978 on at

    Hi,

    Below is my parameter. I used USMF, data demo from MS. There are a lot POs also.

    pastedimage1628210119398v1.png

    Thank and best regards,

    Thu,

  • Suggested answer
    SouravDam Profile Picture
    11,732 on at

    Hi ThuNgo,

    Please check if the status of the Budget planning process is In progress or not. It should be 'In progress' and not 'completed'.

    In addition, please check if the Responsibility center is part of the budget plan hierarchy or not.

    pastedimage1628211642873v1.png

    Regards,
    Sourav

  • ThuNgo Profile Picture
    978 on at

    Hi Sourav,

    Yes the Status of this Budget planning process is In process, and Responsibility center is part of the budget plan hierarchy.

    pastedimage1628212137382v2.png

    Thank and best regards,

    Thu,

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Thu,

    Do you have a strategic master plan processed and does that plan contain some data?

    I would expect that this is not the case.

    So, please double check.

    Best regards,

    Ludwig

  • ThuNgo Profile Picture
    978 on at

    Hi Ludwig,

    I already generated the budget plan from Demand and Fixed asset.

    pastedimage1628479594975v1.png

    Thank and best regards,

    Thu,

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