BU · Module
Budgeting
The Budgeting menu as Dynamics 365 shows it: 58 pages, with 17 setup steps listed under the pages they are made on. Open a page to see what it is for, an example and a screenshot. Open a setup step to see how to set it and the business process it belongs to.
Workspaces
- Ledger budgets and forecastsWorkspace
- Budget planningWorkspace
Pages
- Budget register entriesTransaction
- Draft budget register entriesTransaction
- Completed budget register entriesTransaction
- General budget reservationsTransaction
- Budget plansTransaction
- Forecast positionsMaster data
- CommitmentsTransaction
Inquiries and reports
Basic budgeting
- Actual vs. budgetInquiry
- Actual vs. budget by periodInquiry
- Budget account entriesInquiry
- Financial reportsInquiry
Budget planning
- Budget plan linesInquiry
- Financial reportsInquiry
- Budget plan audit reportReport
Budget control
- Budget control statisticsInquiry
- Financial reportsInquiry
- Budget analysisInquiry
- Budget analysis reportReport