News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Budget Validation

Finance | Project Operations, Human Resources, ...

Answered

Budget Validation

(0) Share

Report

Report

Posted on by Vinoth V

65

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.

All responses Img

All responses (2)

Answers Img

Answers (1)

Verified answer

BillurSamdancioglu 15,786 Most Valuable Professional on at

Like (0)

Report

Budget Validation

You may use this link.

Select main accounts will help youç

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

Kevin Xia Microsoft Employee on at

Like (0)

Report

Budget Validation

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

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2

Martin Dráb 230,445 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans