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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Budget Control Balance...
Finance | Project Operations, Human Resources, ...
Answered

Budget Control Balances Reports is not showing actual amount within the report

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Posted on by Mohammed Rayyan 1

Dear D365 Professionals,

I am implementing the Budgeting Control in a public sector environment.

I Defined the company and made the setup, uploaded a historical transaction for the first 3 months of the year, then I uploaded the budget, then I activated the budget Control.

Then, when I came to check the budget Control Reports, I am not able to see the actual Entries, the entries that are created after activating the budget register are presented in the report, but everything

before that is not calculated within the reports.

I tried to use the budget maintenance Jobs, but with no luck.

Many thanks for your advice.

Best Regards   

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Rayyan,

    What you describe is what I would expect from D365FO.

    Why would you have historical transactions - that have already been recorded and approved in your previous system - included in the budget control check in D365FO?

    Best regards,

    Ludwig

  • Mohammed Rayyan Profile Picture
    Mohammed Rayyan 1 on at

    Hello Ludwig,

    As per the government reports standard, we should present the original budget and the full actual amounts, so I need to present the full budget and the full consumption

    for example:

    my Orginal Budget is 10,000, my actual period beginning balance is 7,000,  so I need to see :

    10,000 original budget, 7000 is consumption, and 3000 is remaining

    what is the system doing is:

    10,000 is the original budget and zero is consumption.

    Thnaks

  • NataliaLeal Profile Picture
    NataliaLeal on at

    Hello Rayyan,

    You have to configure and activate budget control before registering any budget and actual transaction so that budget control considers it.

    When you say historical transactions are uploaded, could you explain how historical data is uploaded in D365FFO?

    As well, once budget control is enable and then you register or upload new actual transactions, can you see this information in budget control statistics?

    Regards,

    Natalia

  • Mohammed Rayyan Profile Picture
    Mohammed Rayyan 1 on at

    Dear Natalia,

    Actually, we have uploaded the historical transaction through daily Journal, but at that time, the budget control was not activated.

    Now if I run the budget Control report, the actual balances are zero.

    the only transactions that I can see are those created after activating.

    what I am looking for is if we have a recalculation or reset procedure.

  • Verified answer
    NataliaLeal Profile Picture
    NataliaLeal on at

    Dear Rayyan,

    Sorry for my delay in the answer. To get actual and forecast amounts considered in budget control, you have to post daily journals and budget registr entries after activating budget control and assure budget control configuration validate transactions posted in daily journals with ledger account that you are using.

    Try again posting actual and forecast transaction once you enable budget control in UAT. If it does not work, you have to review budget control configuration and account structure used in this.

    If this works, try to run budget data control maintenance so that budget register entries recorded before enabling it are considered. This process allows you to fix corrupted data or update data in some scenarios but I think nothing is done with actual transactions posting before.

    So when you get to include budget register entries posted before enabling, you will have to adjust them according to amount already used.

    Hope this can help you.

    Best regards,

    Natalia

  • Suggested answer
    Mohammed Rayyan Profile Picture
    Mohammed Rayyan 1 on at

    Thanks, Natalia.

    I solved this problem by:

    1- Disabling the Budget Control.

    2- Reversing balances to some dummy account.

    3- Then enabling the budget control.

    4- Reverse the balances back from the dummy account to the real expense account.

    What I am looking for in the next updates by Microsoft, is to have a maintenance process to retrieve such cases into the budget control.

    Many thanks for your support

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