Budget Validation

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Posted on by Vinoth V

When I set up budget validation at the main account level without specifying dimensions, the system will compare the actual transactions against the budgeted amount for those main accounts regardless of dimension values. if the actual exceeds the budgeted amounts for those main accounts, you will receive warnings or errors, and budget checks will fail in d365fo

Need how to configure.

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Kevin Xia Microsoft Employee on at

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Hi,

Can you provide more information (such as screenshots or steps) to help us better solve the problem for you?

You can refer to this official document: Budget control overview - Finance | Dynamics 365 | Microsoft Learn, it introduces the budget control feature and provides information to help you configure budget control to optimize management of your organization's financial resources.
Best regards,

Kevin

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BillurSamdancioglu 19,854 Most Valuable Professional on at

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You may use this link.

Select main accounts will help youç

https://learn.microsoft.com/en-us/dynamics365/finance/budgeting/budget-control-overview-configuration

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