Microsoft Dynamics AX (Archived)

How to link the budget participants in the Budget Planning Process to my actual users

(0) Share

Report

Posted on by Abdo Khoury

14,855

Dear

I am trying replicate the Budget Planning Process from USMF 2014 Budget virtual machine testing environment.

I am creating the workflow that the budget plan will be subject to when it distributed to the departments

now the question is , how do i attached these participants to the Users?

how do i link the below to my users

Budget organization structure manager
budget plan preparer
Budget organization manager
Parent budget plan preparer
parent budget organization manager

regards

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (0)

Sigita on at

Like (0)

Report

Budget organization manager is a person indicated in Organizational unit field "Manager" under Organization administration. System will check Responsibility center indicated in budget plan document header and use the person in Organizational unit setup for that responsibility center

Parent budget organization manager - the same setup field "Manager", just will look in the org hierarchy to one level above budget plan responsibility center

Budget organization structure manager - again the same setup field, just in the top level of org hierarchy for budget plan in the workflow.

Budget plan preparer - person who prepared a budget plan. It's a separate atribute in budget plan document header. If user creates a doc manually it get's filled in from that user. If document is created by the workflow, it is being filled in with budget organization manager for particular responsibility center (see above)

Hope this helps.

Was this reply helpful? Yes No
Abdo Khoury 14,855 on at

Like (0)

Report

Dear Sigita

thank you for the valuable information you provided above, but something still puzzles me, as you can see below the responsibility center is IT Department

which is weird because if you look at the Budget planning process "USMF 2014 Budgeting" below you will see that is it following the budgeting - Department hierarchy

and if you notice that the hierarchy used below has got the Finance on top, shouldn't the "Finance" be the responsibility center.

why am I getting the IT Department as responsibility center ?

if you can clarify this point, it would be great , thank you

regards

Was this reply helpful? Yes No

Abdo Khoury 14,855 on at

Like (0)

Report
Thank you for the above,

But How do I define which GL accounts should be produced for each department budget plan

meaning

my Budget plan is now complete and i created Budget Plan from General Ledger from the Periodic routines

i have 3 departments in my administration panel

Accounting on top as the responsibility centre and two other departments

but the two other departments didn't receive anything

my question is , where do i define which accounts related to each department , that they are supposed to receive when i activate my Budget Plan

this is what i understood that should happen

budget plan =>

Activate =>

Generate Budget Plan from GL (or pan)=>

generate 3 separate budget Plan entries (to each department/based on how many i have) =>

edit entries (by each department separately)=>

aggregate budget entries (in a single one)

I fail to understand how do i define which accounts are related to each department. i cant see to get the system to produce 3 budget plans(or entries) for each department and then aggregate them later on

your feedback is mostly appreciated

Was this reply helpful? Yes No
Sigita on at

Like (0)

Report

Patrick - this is because of your user security settings. Your user is configured to work only with IT department, that's why you see IT only in the lookup

Was this reply helpful? Yes No
Sigita on at

Like (0)

Report

This is determined by financial dimension combination used on a line. To be able to distribute data from parent budget plan to children budget plans, dimension values on lines got to have a dimension matching responsibility center used in your budget plan hierarchy. I.e. if line has department value set to 023, and responsibility center of child budget plan is department 023, this line will be copied to child budget plan.

Was this reply helpful? Yes No
Abdo Khoury 14,855 on at

Like (0)

Report

hi sigita

thank you for the below, can you please elaborate more

is this something to be done from the Account structure?

Was this reply helpful? Yes No