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Transaction page · Budgeting

General budget reservations

A list page of general budget reservations, documents that public sector organizations use to set aside budgeted funds so they can't be used for anything else.

Used by
Purchasing agent, Purchasing Agent - Public Sector, Budget clerk and 2 more roles
Business process
—
Menu item
BudgetReservation_PSN
Main table
BudgetReservationHeader_PSN
Data entity
—
Setup steps
—
Show what matters for

Everyone

1What it is and why

What it isA list page of general budget reservations, documents that public sector organizations use to set aside budgeted funds so they can't be used for anything else.
What you do hereUsed to track planned spending for management and reporting by reserving budget before purchase documents are created.
Example—
General budget reservations 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 › General budget reservations
Set up firstReservation type Microsoft Learn ↗Budgeting parameters Microsoft Learn ↗Budget control configuration Microsoft Learn ↗General ledger parameters Microsoft Learn ↗Posting definitions Microsoft Learn ↗
Used next byAll purchase orders Microsoft Learn ↗Pending vendor invoices Microsoft Learn ↗General budget reservation year-end process Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Budgeting > General budget reservations.
  2. Select New.
  3. In the Budget reservation dialog box, set the fields, including the reservation type that decides which document relieves the reservation.
  4. Select OK.
  5. On the header of the details page, set the fields you need.
  6. On the General budget reservation lines FastTab, select Add line and enter each line.
  7. If you use project accounting, set the project fields on the Line details FastTab.
  8. Submit the reservation to workflow or post it, depending on your setup.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Reservation typeDecides which document relieves the reservation: a purchase requisition, a purchase order or a vendor invoice.Microsoft Learn ↗——
Committed costsShows the committed project costs related to the selected line, when project accounting is used.Microsoft Learn ↗——

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 reservation can't be moved to a different reservation type after it's created. Microsoft Learn ↗

Technical architect

6Technical

Menu itemBudgetReservation_PSN Checked in Dynamics 365
FormBudgetReservation_PSN Checked in Dynamics 365
TableBudgetReservationHeader_PSNShown as “General budget reservation header” in Record infoChecked in Dynamics 365
Data entities—
Who can open itPrivilegesMaintain general budget reservations BudgetReservationMaintain_PSNView general budget reservations BudgetReservationView_PSNDutiesInquire into general budget reservation status BudgetReservationInquire_PSNMaintain general budget reservations BudgetReservationMaintain_PSNMaintain all purchase requisitions PurchReqPurchaseRequisitionMaintainAll
5 security rolesBudget clerk BudgetBudgetClerkBudget manager BudgetBudgetManagerPurchasing manager TradePurchasingManagerPurchasing agent VendPurchasingAgentPurchasing Agent - Public Sector VendPurchasingAgent_PSN
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

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

Everyone

8Sources and checks