Setup page · Budgeting

Budget allocation terms

A setup page where you define budget allocation terms, the percentages used to split a budget amount across financial dimension values.

Used by: Auditor, Budget clerk, Budget contributor and 5 more roles
Business process: Allocate budget amounts across dimensions in Dynamics 365 Finance
Menu item: BudgetAllocationTerm
Main table: BudgetAllocationTerm
Data entity: BudgetAllocationTermEntity
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	A setup page where you define budget allocation terms, the percentages used to split a budget amount across financial dimension values.
What you do here	Used to break budget amounts down automatically across dimension values or combinations of dimension values.
Example	For example, a share of the travel budget can be split across several departments.

Budget allocation terms 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	Manage budgets › Allocate budgets › Allocate budget amounts across dimensions in Dynamics 365 Finance
Menu path	Budgeting › Setup › Basic budgeting › Budget allocation terms
Set up first	—
Used next by	Budget register entries Microsoft Learn ↗
Related pages	—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Budget allocation terms1 screen

Used to break budget amounts down automatically across dimension values or combinations of dimension values.

Screen 1
Create the budget allocation term
Go to Budgeting > Setup > Basic budgeting > Budget allocation terms
1. Select New and enter the Budget allocation term and Description
2. Select Add and enter the Percent
3. Select the MainAccount value for the line
4. Add the second line so the Total percent is 100, then select Save
1Budget allocation term BEAT-SPLIT
2Percent 60.00
3MainAccount 610100
4Total percent 100.00
Show the full screen
page title tab to open what to set or check

1Budget allocation term	BEAT-SPLIT
2Percent	60.00
3MainAccount	610100
4Total percent	100.00

Microsoft's steps

Go to Budgeting > Setup > Basic budgeting > Budget allocation terms.
Select New and enter an identifier and a description.
Select Add and enter an allocation percentage of the total amount.
To reuse an existing term, select Copy and choose it.
For each percentage, select a value for one or more financial dimensions.
Repeat for each budget allocation term you need.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Budget allocation term	—	BEAT-SPLIT	—
Percent	—	60.00	—
MainAccount	—	610100	—
Total percent	—	100.00	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Budget allocation terms	—	—

Solution architect

5Design impact

Shared or per company	Per company: each legal entity has its own records. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	—

Technical architect

6Technical

Menu item	`BudgetAllocationTerm` Checked in Dynamics 365
Form	`BudgetAllocationTerm` Checked in Dynamics 365
Table	`BudgetAllocationTerm`Shown as “Budget allocation terms” in Record infoKey field: Name, DescriptionChecked in Dynamics 365
Data entities	`BudgetAllocationTermEntity`Budget allocation term Microsoft data model ↗
Who can open it	PrivilegesMaintain budget allocation terms `BudgetAllocationTermMaintain`View budget allocation terms `BudgetAllocationTermView`DutiesEnable budget process `BudgetBudgetProcessEnable`Inquire into budget process policies `BudgetBudgetProcessPoliciesInquire`Inquire into budget master `BudgetBudgetsInquire`Maintain budget master `BudgetBudgetsMaintain` 8 security roles Auditor `AuditPolicyManager`Budget clerk `BudgetBudgetClerk`Budget contributor `BudgetBudgetContributor`Budget manager `BudgetBudgetManager`Chief financial officer `CompanyChiefFinancialOfficer`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=BudgetAllocationTerm`
Integrate with	`BudgetAllocationTermEntity` data entity Microsoft data model ↗
Table definition	`BudgetAllocationTerm` columns and relations Microsoft data model ↗