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Inquiry page · Budgeting

Budget plan lines

An inquiry page that lists budget plan lines with details such as the forecast position assigned to each line.

Used by
Budget clerk, Budget contributor, Budget manager and 2 more roles
Business process
—
Menu item
BudgetPlanLineDetailInquiry
Main table
BudgetPlanHeader
Data entity
BudgetPlanHeaderEntity
Setup steps
—
Show what matters for

Everyone

1What it is and why

What it isAn inquiry page that lists budget plan lines with details such as the forecast position assigned to each line.
What you do hereUsed to query budget plan lines, for example filtered to the dimension values of a selected line.
Example—
Budget plan lines 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 › Inquiries and reports › Budget planning › Budget plan lines
Set up firstGenerate budget plan from forecast positions Microsoft Learn ↗
Used next by—
Related pagesBudget plans by dimension set 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 companyShared: the same records are used by every legal entity. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemBudgetPlanLineDetailInquiry Checked in Dynamics 365
FormBudgetPlanLineDetailInquiry Checked in Dynamics 365
TableBudgetPlanHeaderShown as “Budget plans” in Record infoKey field: DocumentNumber, Name, BudgetPlanningProcess, BudgetPlanningProcess_NameChecked in Dynamics 365
Data entitiesBudgetPlanHeaderEntityBudget plan header Microsoft data model ↗
Who can open itPrivilegesView budget plan lines BudgetPlanLineDetailInquiryViewDutiesMaintain budget plans BudgetPlanMaintain
5 security rolesBudget clerk BudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerManager HcmManagerFinancial 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=BudgetPlanLineDetailInquiry
Integrate withBudgetPlanHeaderEntity data entity Microsoft data model ↗
Table definitionBudgetPlanHeader columns and relations Microsoft data model ↗

Everyone

8Sources and checks