Budgeting and forecasting in microsoft dynamics nav 2016

Question Status

Unanswered
Ranjith ES asked a question on 15 Apr 2018 10:43 PM

Dear All,

Could you please guide me about how to setup budgeting and analyse budget vs actual in MSD NAV 2016. 

Appreciate your support

Regards,

Ranjith Surendran

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Hannes Holst responded on 16 Apr 2018 5:29 AM

Hi,

Easiest is to export the budget to excel and edit.

After that you can import the file.

How to: Setup New Budget: https://docs.microsoft.com/en-us/previous-versions/dynamicsnav-2016/hh168567%28v%3dnav.90%29

How to: Import or Export a Budget: https://docs.microsoft.com/en-us/previous-versions/dynamicsnav-2016/hh928285(v=nav.90)

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Ranjith ES responded on 17 Apr 2018 2:45 AM

Hi,

Thank you very much for your response.

Is there any default report for Budget VS Actual analysis?

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Hannes Holst responded on 17 Apr 2018 3:42 AM

Hi,

Yes - you have two options.

Search for "Trial Balance/Budget" or from the Chart Of Accounts-page: docs.microsoft.com/.../bi-how-analyze-actual-versus-budget

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Ranjith ES responded on 17 Apr 2018 11:57 PM

Hi,

How this possible to prevent posting  to the particular G/L Account whenever the defined budget amount is exceeded for the period?

Thank You very much for your previous inputs, it was very helpful for me to do the budget setup, import and analysis.

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Hannes Holst responded on 18 Apr 2018 3:34 AM

Ranjith Surendran

How this possible to prevent posting  to the particular G/L Account whenever the defined budget amount is exceeded for the period?

That is not possible out-of-the-box. You will need a customisation which matches your needs to implement a requirement like this.

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Ranjith ES responded on 18 Apr 2018 4:23 AM

Thank you very much for your valuable inputs

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