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Integrity of Budget in Dynamics GP

  • 1.  Integrity of Budget in Dynamics GP

    Posted Feb 07, 2020 08:49 AM
    We have imported our current budget to Dynamics GP. We are also able to update the budget with necessary changes. However, we would also like to keep the integrity of the budget throughout the fiscal year. Is there a way to "close" the budget, so that users cannot make changes to it without authorization.

    Thanks,
    Seyoum

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    Seyoum Tsige
    Financial Budget Analyst
    American Society of Health-System Pharmacists
    Bethesda MD
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Integrity of Budget in Dynamics GP

    GPUG ALL STAR
    Posted Feb 07, 2020 08:55 AM
    Hi @Seyoum Tsige

    The only thing I can think of right now is to control security to entering Budget Transactions and Budgets.  If only the person responsible for the budgets has access to make changes then that will effectively lock the budgets.​

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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Integrity of Budget in Dynamics GP

    Posted Feb 10, 2020 11:12 AM
    Thank you, Jo! This is very helpful.

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    Seyoum Tsige
    Financial Budget Analyst
    American Society of Health-System Pharmacists
    Bethesda MD
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Integrity of Budget in Dynamics GP

    GPUG ALL STAR
    Posted Feb 10, 2020 02:30 AM
    Seyoum,

    Easier yet, just lock the budget on the budget Maintenance screen.
    To access and or edit the budget you will need to enter a password to unlock it.

    Click the Padlock button and enter a password, and confirm, and save.

    [Budget_Lock.jpg]




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    Zubin Gidwani
    Founder
    Dynamic Budgets
    San Francisco-Bay Area CA
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Integrity of Budget in Dynamics GP

    Posted Feb 10, 2020 11:13 AM
    Thank you so much, Zubin! This is perfect and simple. I appreciate your help.
    Seyoum

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    Seyoum Tsige
    Financial Budget Analyst
    American Society of Health-System Pharmacists
    Bethesda MD
    ------------------------------

    Academy - Online Interactive Learning from Experts


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