Transaction page · Budgeting
Completed budget register entries
A list page that shows only the budget register entries that have a status of Completed.
- Used by
- Auditor, Budget clerk, Budget manager and 6 more roles
- Business process
- —
- Menu item
BudgetTransactionCompleted- Main table
BudgetTransactionHeader- Data entity
BudgetRegisterEntryHeaderEntity- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A list page that shows only the budget register entries that have a status of Completed. |
|---|---|
| What you do here | Used to review budget register entries whose budget balances have already been updated. |
| Example | — |

Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Completed budget register entries |
| Set up first | Draft budget register entries Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Budget register entries Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| — | |||
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | A completed entry can't be corrected; to change the budget, create a new budget register entry. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | BudgetTransactionCompleted Checked in Dynamics 365 |
|---|---|
| Form | BudgetTransaction Checked in Dynamics 365 |
| Table | BudgetTransactionHeaderShown as “Budget register entries” in Record infoChecked in Dynamics 365 |
| Data entities | BudgetRegisterEntryHeaderEntityBudget register entry headers Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain ledger budget transactions BudgetTransactionsMaintainView budget register entries BudgetTransactionsViewDutiesReview budget process performance BudgetBudgetProcessPerfReviewMaintain budget register entries BudgetBudgetTransactionsMaintainInquire into budget register entry status BudgetBudgetTransStatusInquire9 security rolesAuditorAuditPolicyManagerBudget clerk BudgetBudgetClerkBudget manager BudgetBudgetManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialController |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BudgetTransactionCompleted |
|---|---|
| Integrate with | BudgetRegisterEntryHeaderEntity data entity Microsoft data model ↗ |
| Table definition | BudgetTransactionHeader columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/training/modules/setup-use-basic-budgeting-finance/use-inquiries-reports
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/budget/worksheetheader/budgettransactionheader
- learn.microsoft.com/dynamics365/finance/budgeting/basic-budgeting-overview-configuration
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.