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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Budget register entry Draft vs post

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ReportReport
Posted on by 153
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!
I have the same question (0)
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,625 Super User 2025 Season 2 on at
    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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