Inquiry page · Budgeting

Budget account entries

An inquiry page that lists budget account entries, the lines of budget register entries.

Used by: Auditor, Budget clerk, Budget contributor and 8 more roles
Business process: —
Menu item: BudgetTransactionInquiry
Main table: BudgetTransactionHeader
Data entity: BudgetRegisterEntryHeaderEntity
Setup steps: —

Show what matters for

Everyone

1What it is and why

What it is	An inquiry page that lists budget account entries, the lines of budget register entries.
What you do here	Used to drill through to the details of a budget amount in budget register entries.
Example	—

Budget account 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 path	Budgeting › Inquiries and reports › Basic budgeting › Budget account entries
Set up first	Budget register entries Microsoft Learn ↗
Used next by	—
Related pages	Actual vs. budget 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	—

Technical architect

6Technical

Menu item	`BudgetTransactionInquiry` Checked in Dynamics 365
Form	`BudgetTransactionInquiry` Checked in Dynamics 365
Table	`BudgetTransactionHeader`Shown as “Budget register entries” in Record infoChecked in Dynamics 365
Data entities	`BudgetRegisterEntryHeaderEntity`Budget register entry headers Microsoft data model ↗
Who can open it	PrivilegesMaintain fixed asset budget transactions `AssetBudgetMaintain`View fixed assets budget transactions `AssetBudgetView`View budget register entry information `BudgetTransactionInquiryView`DutiesInquire into fixed asset budgets `AssetFixedAssetBudgetsInquire`Maintain fixed asset budgets `AssetFixedAssetBudgetsMaintain`Review budget process performance `BudgetBudgetProcessPerfReview`Inquire into budget master `BudgetBudgetsInquire`Maintain budget master `BudgetBudgetsMaintain`Inquire into budget register entry status `BudgetBudgetTransStatusInquire`Cash flow position details drill down `CashflowPositionDetailsDrillDown` 11 security roles Auditor `AuditPolicyManager`Budget clerk `BudgetBudgetClerk`Budget contributor `BudgetBudgetContributor`Budget manager `BudgetBudgetManager`Chief executive officer `CompanyChiefExecutiveOfficer`Chief financial officer `CompanyChiefFinancialOfficer`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Treasurer `PaymTreasurer` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=BudgetTransactionInquiry`
Integrate with	`BudgetRegisterEntryHeaderEntity` data entity Microsoft data model ↗
Table definition	`BudgetTransactionHeader` columns and relations Microsoft data model ↗

Everyone

8Sources and checks

learn.microsoft.com/dynamics365/finance/budgeting/basic-budgeting-overview-configuration
learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/budget/worksheetheader/budgettransactionheader
Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.