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Budget Transactions

  • 1.  Budget Transactions

    SILVER CONTRIBUTOR
    Posted Jan 12, 2019 08:07 AM
    ​If budget transactions are posted to calculate an account's budget in Dynamics, will these transactions report in Mngt Reporter?  #BIandReporting  #Budgeting​​​​​

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    Selena Breedlove
    SVP of Finance/Controller
    US Assure Inc
    Jacksonville FL
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  • 2.  RE: Budget Transactions

    TOP CONTRIBUTOR
    Posted Jan 12, 2019 10:38 AM
    Hi @Selena Breedlove

    The individual transactions won't come in, but your budget totals per account per period can be used in MR.

    Let us know what you are trying to achieve and we may have other options for you.​

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    Kindest Regards,
    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    GPUG Academy Instructor
    Dynamics GP Credentialing Council-Vice Chair
    770-906-4504 (Cell)

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  • 3.  RE: Budget Transactions

    SILVER CONTRIBUTOR
    Posted Jan 14, 2019 09:00 AM
    ​When monthly reports are generated, the current month's transaction detail is available on drilldown, but the budget detail is only the total amount - the detail is the Forecaster (FC) database.  My thought was to import the FC line items to the Dynamics budget transactions so that managers could also see the detail budget on the drilldown of the monthly reports.

    Thanks.

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    Selena Breedlove
    SVP of Finance/Controller
    US Assure Inc
    Jacksonville FL
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