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Transaction page · Budgeting

Commitments

A list page of commitments, the budget control documents that public sector organizations in France use to reserve budgeted amounts.

Used by
Budget manager, Chief financial officer
Business process
—
Menu item
PurchCommitment_PSN
Main table
PurchCommitmentHeader_PSN
Data entity
—
Setup steps
—
Show what matters for

Everyone

1What it is and why

What it isA list page of commitments, the budget control documents that public sector organizations in France use to reserve budgeted amounts.
What you do hereUsed to reserve budget amounts so they can be tracked for management and reporting throughout the spending cycle.
ExampleFor example, if severe weather pushes snow removal spending above plan, the commitment for that service can be increased.
Commitments page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathBudgeting › Commitments
Set up firstBudgeting parameters Microsoft Learn ↗Budget control configuration Microsoft Learn ↗General ledger parameters Microsoft Learn ↗
Used next byPurchase agreements Microsoft Learn ↗All purchase orders Microsoft Learn ↗Pending vendor invoices Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Budgeting > Commitments.
  2. Select New.
  3. In the Name field, enter a name for the commitment.
  4. Select Add line.
  5. In the Ledger account field, select the fund and the main account.
  6. In the Amount field, enter the amount, and add a purchase agreement line if the commitment is for a specific agreement.
  7. Optionally, switch to the header view and select the vendor for this commitment.
  8. Select Save.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
NameA name that identifies the commitment.Microsoft Learn ↗—Name
Vendor accountRestricts the commitment to one vendor; documents that use it must have the same vendor.Microsoft Learn ↗—VendorAccount

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterClosing a commitment line can't be undone; if it was closed by mistake, a new commitment is needed to restore the reservation. Microsoft Learn ↗

Technical architect

6Technical

Menu itemPurchCommitment_PSN Checked in Dynamics 365
FormPurchCommitment_PSN Checked in Dynamics 365
TablePurchCommitmentHeader_PSNShown as “Purchase commitment” in Record infoChecked in Dynamics 365
Data entities—
Who can open itPrivilegesMaintain commitment documents PurchCommitmentMaintain_PSNView commitment documents PurchCommitmentView_PSNDutiesInquire into commitment documents PurchCommitmentInquireCommitment_PSNMaintain commitment documents PurchCommitmentMaintainCommitment_PSN
2 security rolesBudget manager BudgetBudgetManagerChief financial officer CompanyChiefFinancialOfficer
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=PurchCommitment_PSN
Integrate with—
Table definitionPurchCommitmentHeader_PSN columns and relations Microsoft data model ↗

Everyone

8Sources and checks