Dealing with budgets & budget holders in D365 F&O

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Posted on by Community Member

Hi,

We have just uploaded our budgets for the first time.

I'm just wondering how other people manage their budgets when they have multiple budget holders who sit outside of finance.

We have roughly 9 budget holders and we're looking for the best way of sending them a monthly report once we have finished month end.

One option is that we export the data and build something in Excel (not ideal)

Another is that we give budget holders access to the budget reporting within Dynamics, but we're conscious that they then may be able to see other teams budgets, which isn't ideal either.

Would love to hear other people's thoughts and solutions.

Cheers,

Sam

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Juanse 660 on at

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Hello,

I recommend you use Management reporter or Financial reports to achieve this. You can create actual vs budget reports and add security, using the security functions within financial reports.

regards,

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RyanTheTemp 15 on at

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We currently use Management Reporter to handle this. The way we handle it isn't the most efficient process, but it works. We have created a separate report for each budget manager. We added each of these reports to a reporting group. Then, at the end of each month, the report group runs and I send each report individually as an email attachment to each budget manager.

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Ludwig Reinhard Microsoft Employee on at

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Hello Sam,

How do you identify a budget holder?

I would assume that this is the owner / boss of a specific financial dimension for which you record budget data, right?

Assuming that this is the case then you can simply send each of the budget holders a separate financial report that you differentiate by the financial dimension for which they are responsible.

If you use the financial reporter and would like to limit the data that the different budget holders are able to view then use the unit security functionality.

You can find an example of how to use unit security with the financial / management reporter on my blog.

Best regards,

Ludwig

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Community Member on at

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When you email out the report, do you include each transaction? The descriptions that Dynamics puts on each transactions isn't very clear for budget holders.

Cheers,

Sam

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Community Member on at

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Hi Ludqig,

Thanks for the reply. I've had a read through your blog.

We specify the budget holder as the project manager on a project and no where else.

We only have 1 reporting tree which defines all of our team dimensions and we have 1 budget report per budget area in financial reporter.

Each budget area has it's only expense codes.

So i'm not sure if the solution in your blog would work.

Cheers,

Sam

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