Job page · Budgeting

Generate budget plan from general ledger

A periodic process that generates the starting data for a budget plan from general ledger amounts.

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Everyone

1What it is and why

What it is	A periodic process that generates the starting data for a budget plan from general ledger amounts.
What you do here	Used to start a new budget from the previous year's actual amounts.
Example	For example, entering 1.03 in the Factor field builds the plan at 3 percent above the source amounts.

Functional consultant · Solution architect

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

End user · Functional consultant

Go to Budgeting > Periodic > Generate budget plan from general ledger.
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 ↗	—	—

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	If Historical is set to No, set Aggregate total by to Fiscal year, because source periods and dates may not match the target. Microsoft Learn ↗

Technical architect

Menu item	`action:BudgetPlanGenerateFromGeneralLedger` 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:BudgetPlanGenerateFromGeneralLedger`
Integrate with	—
Table definition	—

Everyone