Setup page · Budgeting
Budget transfer rules
A setup page where you define rules that decide when budget transfers between financial dimension values are allowed.
- Used by
- Auditor, Budget clerk, Budget contributor and 5 more roles
- Business process
- Move budget amounts between accounts and dimensions in Dynamics 365 Finance
- Menu item
BudgetAllowTransferRule- Main table
BudgetAllowTransferRule- Data entity
BudgetAllowTransferRuleEntity- 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 rules that decide when budget transfers between financial dimension values are allowed. |
|---|---|
| What you do here | Used to allow some transfers without workflow approval while sending others for approval. |
| Example | For example, transfers inside one department can go ahead without approval, while transfers between departments need a manager's approval first. |
Functional consultant · Solution architect
2Where it fits
| Business process | Manage budgets › Transfer budgets › Move budget amounts between accounts and dimensions in Dynamics 365 Finance |
|---|---|
| Menu path | Budgeting › Setup › Basic budgeting › Budget transfer rules |
| Set up first | Budgeting parameters Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Budgeting workflows Microsoft Learn ↗Budget codes Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Budget transfer rules1 screen
Used to allow some transfers without workflow approval while sending others for approval.
Screen 1
Create the budget transfer rule
Go to Budgeting > Setup > Basic budgeting > Budget transfer rules
- Select New, enter the Budget transfer rule and Description, and select the Account structure
- Select Add, enter a Rule member name, and select Add
- Select Add new criteria and set Where, Operator and Value
- Select Save
1Budget transfer rule BEAT-XFER 2Account structure BEAT-MAIN 3Rule member BEAT-OPEX 4Where MainAccount 5Value 610100 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
- Go to Budgeting > Setup > Basic budgeting > Budget transfer rules.
- Select New, enter an identifier and a description, and select an account structure.
- Select Add to define the financial dimension criteria for a rule member.
- Select Add again to add more rule members to the same rule.
- On the Budgeting parameters page, select Use rules for budget transfers.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Rule member | A set of financial dimension criteria in the rule; the same criteria can't appear in two members of one rule.Microsoft Learn ↗ | BEAT-OPEX | — |
| Budget transfer rule | — | BEAT-XFER | — |
| Account structure | — | BEAT-MAIN | DimensionHierarchyAccountStructure |
| Where | — | MainAccount | — |
| Value | — | 610100 | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Budget transfer rules | — | — |
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 | When the rules are on, a transfer entry that breaks them doesn't update budget balances unless it's approved through workflow. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | BudgetAllowTransferRule Checked in Dynamics 365 |
|---|---|
| Form | BudgetAllowTransferRule Checked in Dynamics 365 |
| Table | BudgetAllowTransferRuleShown as “Budget transfer rules” in Record infoKey field: Description, NameChecked in Dynamics 365 |
| Data entities | BudgetAllowTransferRuleEntityBudget transfer rules Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain budget rule transfer BudgetAllowTransferRuleMaintainView budget transfer rule BudgetAllowTransferRuleViewDutiesEnable budget process BudgetBudgetProcessEnableInquire into budget process policies BudgetBudgetProcessPoliciesInquireInquire into budget master BudgetBudgetsInquireMaintain budget master BudgetBudgetsMaintain8 security rolesAuditorAuditPolicyManagerBudget clerk BudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerChief financial officer CompanyChiefFinancialOfficerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialController |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BudgetAllowTransferRule |
|---|---|
| Integrate with | BudgetAllowTransferRuleEntity data entity Microsoft data model ↗ |
| Table definition | BudgetAllowTransferRule columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/training/modules/setup-use-basic-budgeting-finance/set-up-basic-budgeting
- learn.microsoft.com/training/modules/setup-use-basic-budgeting-finance/exercise-set-up-components
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/budget/group/budgetallowtransferrule
- learn.microsoft.com/dynamics365/finance/budgeting/basic-budgeting-overview-configuration
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.