Inquiry page · Budgeting
Budget control statistics by period
An inquiry page that shows budget availability and reservations by period for one budget control dimension combination.
- Used by
- Auditor, Budget manager, Chief executive officer and 4 more roles
- Business process
- —
- Menu item
BudgetControlStatisticsByPeriod- Main table
BudgetTmpControlStatistics- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | An inquiry page that shows budget availability and reservations by period for one budget control dimension combination. |
|---|---|
| What you do here | Used to see, period by period, how much budget is available and reserved for a dimension combination. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Inquiries and reports › Budget control › Budget control statistics by period |
| Set up first | — |
| Used next by | — |
| Related pages | Budget control statistics 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 | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | BudgetControlStatisticsByPeriod Checked in Dynamics 365 |
|---|---|
| Form | BudgetControlStatistics Checked in Dynamics 365 |
| Table | BudgetTmpControlStatisticsShown as “Budget control statistics” in Record infoChecked in Dynamics 365 |
| Data entities | — |
| Who can open it | PrivilegesView budget control statistics information BudgetControlStatisticsInquiryViewDutiesReview budget control process performance BudgetBudgetControlProcessPerfReview7 security rolesAuditorAuditPolicyManagerBudget manager BudgetBudgetManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccounting 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=BudgetControlStatisticsByPeriod |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/budgeting/budget-control-overview-configuration
- learn.microsoft.com/training/modules/setup-use-basic-budgeting-finance/use-inquiries-reports
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.