Budget control

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Posted on by Community Member Microsoft Employee

What is the method to restrict the transaction of an account for a period , not to exceed the BUDGETED amount. If the amount exceeds my allocated BUDGET to account then it should give me warning message or something like that..

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Community Member Microsoft Employee on at

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Re: Budget control

can the control be done at account level ?
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Community Member Microsoft Employee on at

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Re: Budget control

Take a look into the below article in my blog:

mohdaoud.blogspot.com/.../grants-management-in-microsoft-dynamics_8748.html
Community Member Microsoft Employee on at

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Re: Budget control

Thanks for your replay, but how to do this by grant management
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Community Member Microsoft Employee on at

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Re: Budget control

Multiple ways to perform this, one of the budget validation applications is to validate the purchase order against budget using Purchase Order Commitments module, or Encumbrance Management.

However, to validate other transaction types, I am afraid that you have this option only if you have Grants Management installed which can validate budget against all transaction types and could be either warn or prevent posting for transactions.