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Purchase request budget control

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Posted on by Cmey

Users will be issuing purchase requests from g/l accounts. Every g/l account has a budget assigned to it. I would like to be able to check whether the purchase request amount is in line with the remaining budget for the year for the g/l account included in the purchase request. The remaining budget should be equal to the full year budget less actual expenses less commitments i.e. approved purchase orders.

Is this possible?

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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Purchase request budget control

Even though this functionality is not in the application now you can also submit it as an idea to Microsoft for improvement for the BC application.

experience.dynamics.com/.../
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JAngle 33,159 on at

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RE: Purchase request budget control

With modification it is yes. Your Microsoft partner could help you with that. Or you can check out appsource. The partner I work for have a solution to this but it’s not on appsource