Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Answered

Budget Validation

Posted on by 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. 
  • Verified answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,784 Most Valuable Professional on at
    Budget Validation
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templates⚡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,151 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,993 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans