Transaction page · Budgeting
Draft budget register entries
A list page that shows only the budget register entries that still have a status of Draft.
- Used by
- Auditor, Budget clerk, Budget manager and 6 more roles
- Business process
- —
- Menu item
BudgetTransactionDraft- 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 still have a status of Draft. |
|---|---|
| What you do here | Used to review draft entries and update budget balances for several of them at the same time. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Draft budget register entries |
| Set up first | — |
| Used next by | Completed budget register entries Microsoft Learn ↗ |
| 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 |
|---|---|---|---|
| Status | Shows whether the entry is Draft or Completed.Microsoft Learn ↗ | — | — |
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 | Once balances are updated, an entry moves to Completed and can't be reopened for edits. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | BudgetTransactionDraft 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=BudgetTransactionDraft |
|---|---|
| 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.