Job page · Budgeting

Generate budget plan from budget plan

A periodic process that creates or updates a budget plan by using another budget plan as the source.

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Everyone

1What it is and why

What it is	A periodic process that creates or updates a budget plan by using another budget plan as the source.
What you do here	Used to base new budget plans on an existing one, optionally giving the new lines a different financial dimension value.
Example	For example, one budget plan can be the basis for new plans that each get a different department or cost center.

Functional consultant · Solution architect

Business process	—
Menu path	Budgeting › Periodic › Generate budget plan from budget plan
Set up first	Budget planning process Microsoft Learn ↗Budget plans Microsoft Learn ↗
Used next by	Budget plans Microsoft Learn ↗
Related pages	—

End user · Functional consultant

Go to Budgeting > Periodic > Generate budget plan from budget plan.
Choose whether to create a new budget plan, replace an existing scenario, or update a scenario and add new data.
On the Source tab, use Filter to choose the source data.
On the Target tab, set the budget plan details.
Set the Factor, Minimum and Rounding rule fields if you need them.
Set up the Batch options if you want to run the process in the background.
Select Generate.

Field	What it means	Worked example	Table column
Historical	Yes keeps the source dates so past data can be used for comparison; such lines can't be changed.Microsoft Learn ↗	—	—
Aggregate total by	Totals amounts and can set the date to the first day of the fiscal year or period.Microsoft Learn ↗	—	—
Budget class	Sets the new plan lines as expense or revenue.Microsoft Learn ↗	—	—
Factor	A multiplier applied to the source amount, such as 1.03 for a 3 percent increase.Microsoft Learn ↗	—	—
Minimum	The smallest source amount that creates a plan line.Microsoft Learn ↗	—	—
Rounding rule	The precision the new plan amounts are rounded to.Microsoft Learn ↗	—	—
Create a new budget plan	Creates a new plan with the attributes chosen on the Target tab.Microsoft Learn ↗	—	—
Update the existing budget plan scenario, and append new data	Updates matching lines in the target plan and adds new lines for new data.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	Choosing Replace the existing budget plan scenario deletes every line in that scenario of the target plan before the new lines are added. Microsoft Learn ↗

Technical architect

Menu item	`action:BudgetPlanGenerateBudgetPlan` Checked in Dynamics 365
Form	`BudgetPlanGenerate` Checked in Dynamics 365
Table	—
Data entities	—
Who can open it	—
Actions on the page	—

Developer

Open it directly	`https://<your-environment>/?mi=action:BudgetPlanGenerateBudgetPlan`
Integrate with	—
Table definition	—

Everyone