Multiple Active Budget Cycles?

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Posted on by Afonso Rodrigues

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Dear all,

First of all let me just warn you that I am very new to the budget module and I'm still trying to understanding the basics of it.

Nevertheless, I want to ask you if it is possible to have two different Budget Cycles active at the same time - one from Jan-Dec and other from Oct-Sept.

Each Budget Cycle (season) is divided into two (sub-seasons).

The assignment of the respective budget is done by the combination of:

- Dimension1+Dimension2+Season+Subseason

My question is, in a certain period of time is it possible to have two active budget types and, if so, how can the user assign to one budget instead of the other?

Thanks in advance.

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Ludwig Reinhard Microsoft Employee on at

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Hi Pedro,

The budget cycles come into play when you make use of the budget control configuration.

In the assign budget models you can have different budget cycle time spans defined for the same period.

Yet, the question is why you want to do that?

What is the business case that you think about?

Would be great if you could elaborate.

Many thanks,

Ludwig

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Afonso Rodrigues 215 on at

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Hello Ludwig

Many thanks for your answer.

First of all let me just confirm: I can only have one active budget cycle, right?

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Anrini on at

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Hi,

I hope this blog will help with more info - docs.microsoft.com/.../budget-control-overview-configuration

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Ludwig Reinhard Microsoft Employee on at

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Hi Pedro,

No, you can have multiple cycle control spans active at the same time.

The question is why you would like to have that?

I think budgeting and control would be horrible and difficult to maintain.

Best regards,

Ludwig

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Afonso Rodrigues 215 on at

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Imagine that I have to types of products, and that they have different "season spans".

So, for the Products Type A, the budget cycle would be Jan-Jun/Jul-Dec.

For the Products Type B, the budget cycle would be Oct-Mar/Apr-Sep.

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Ludwig Reinhard Microsoft Employee on at

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Hi Pedro,

Got your point.

The way you would cover this seasonality is usually like this:

Step 1 Create demand/supply/inventory forecast

Step 2: Enter details

Here you can add the seasonality by making use of an allocation key

Step 3:

Once your items are "forecasted" you can transfer all of that stuff into the budgeting module by hitting those buttons

Doing things this way makes things much easier.

Best regards,

Ludwig

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Afonso Rodrigues 215 on at

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Hello Ludwig

Thanks a lot for your help.

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