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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Defined budget groups ...
Microsoft Dynamics AX (Archived)

Defined budget groups in Budget control configuration

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Posted on by Sandra Ha 35

Are the Budget Control tables customizable to allow for more flexibility when choosing a main account range.　 We need to extract Main Acct 524020 from the following range and assign it to a new budget group.

I need to change this particular main account range

from 523000 – 529999

to

523000 – 524019 and 524021 – 529999.

 Would you know if these budget tables would allow for such a customization or whether it should or should not be altered? 　

Thank you!

Sandra

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Sandra,

    You will need to add 2 budget groups to accomplish this with the second group as a subgroup to the first.  The first group should be created from the root & include the first part of the main account range 52300-524019.  The second group should be added with the first group highlighted in the tree so it will be a subgroup.  It should include the second part of the main account range skipping the main account you do not wish to check for budget 524021-529999.

    When budget is checked at the group level all subgroups underneath the top group member will be rolled up to the same group budget.

    Thanks!

    Kim

  • Sandra Ha Profile Picture
    Sandra Ha 35 on at

    Hi Kim,

    Your recommendation worked well.  I have tested it in Budget Control Statistics, as well as in a BFA report where we group by the Budget group, and the numbers are accurate.  

    I was use to the functionality in GL where you configure accounts, as it allows you to start and stop the account ranges, so didn't think of trying to use a subgroup here.  

    Thank you very much!

    Sandra

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