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Budget register entry Draft vs post

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Posted on by BassFad

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Hi,

Regarding Budget register entries, what are the advantages of posting the budget?

I'm considering leaving it in draft mode, then in my Report designer, selecting to display the unposted budget. I've been advised that once a budget is posted, it's difficult to change. So, I don't see any significant impact of posting versus not posting a budget.

Secondly,

I loaded my budget via DMF. One of my main accounts has a structure where the department is mandatory. When I loaded it via DMF, the system didn't display any warnings.Which cause me to miss that issue.

Is there a validation or simulation for posting in the budget registry similar to what we have in the General Ledger?

Thank you!

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Frank Hamelly | MVP... 46,341 Super User 2025 Season 1 on at

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Budget register entry Draft vs post

Many clients leave budgets in Draft status for that very reason. If you're not using Budget planning and control, there's no real advantage to posting them unless you want to ensure the original budget doesn't get changed.

No, there's no validation against account structure that occurs when Updating budget balances.

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