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 is | An inquiry page that lists budget plan lines with details such as the forecast position assigned to each line. |
|---|---|
| What you do here | Used to query budget plan lines, for example filtered to the dimension values of a selected line. |
| Example | — |

Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Inquiries and reports › Budget planning › Budget plan lines |
| Set up first | Generate budget plan from forecast positions Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Budget plans by dimension set 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 | Shared: 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 item | BudgetPlanLineDetailInquiry Checked in Dynamics 365 |
|---|---|
| Form | BudgetPlanLineDetailInquiry Checked in Dynamics 365 |
| Table | BudgetPlanHeaderShown as “Budget plans” in Record infoKey field: DocumentNumber, Name, BudgetPlanningProcess, BudgetPlanningProcess_NameChecked in Dynamics 365 |
| Data entities | BudgetPlanHeaderEntityBudget plan header Microsoft data model ↗ |
| Who can open it | PrivilegesView budget plan lines BudgetPlanLineDetailInquiryViewDutiesMaintain budget plans BudgetPlanMaintain5 security rolesBudget clerkBudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerManager HcmManagerFinancial controller LedgerFinancialController |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BudgetPlanLineDetailInquiry |
|---|---|
| Integrate with | BudgetPlanHeaderEntity data entity Microsoft data model ↗ |
| Table definition | BudgetPlanHeader columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/budgeting/budget-planning-integration-other-modules
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/budget/worksheetheader/budgetplanheader
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.