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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
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Menu item
BudgetTransactionCompleted
Main table
BudgetTransactionHeader
Data entity
BudgetRegisterEntryHeaderEntity
Setup steps
—
Show what matters for

Everyone

1What it is and why

What it isA list page that shows only the budget register entries that have a status of Completed.
What you do hereUsed to review budget register entries whose budget balances have already been updated.
Example—
Completed budget register entries 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 › Completed budget register entries
Set up firstDraft budget register entries Microsoft Learn ↗
Used next by—
Related pagesBudget register entries Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

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Field guide

FieldWhat it meansWorked exampleTable column
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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 laterA completed entry can't be corrected; to change the budget, create a new budget register entry. Microsoft Learn ↗

Technical architect

6Technical

Menu itemBudgetTransactionCompleted Checked in Dynamics 365
FormBudgetTransaction Checked in Dynamics 365
TableBudgetTransactionHeaderShown as “Budget register entries” in Record infoChecked in Dynamics 365
Data entitiesBudgetRegisterEntryHeaderEntityBudget register entry headers Microsoft data model ↗
Who can open itPrivilegesMaintain ledger budget transactions BudgetTransactionsMaintainView budget register entries BudgetTransactionsViewDutiesReview budget process performance BudgetBudgetProcessPerfReviewMaintain budget register entries BudgetBudgetTransactionsMaintainInquire into budget register entry status BudgetBudgetTransStatusInquire
9 security rolesAuditor AuditPolicyManagerBudget clerk BudgetBudgetClerkBudget manager BudgetBudgetManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialController
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=BudgetTransactionCompleted
Integrate withBudgetRegisterEntryHeaderEntity data entity Microsoft data model ↗
Table definitionBudgetTransactionHeader columns and relations Microsoft data model ↗

Everyone

8Sources and checks