BeyondERP.Subscribe

Setup page · Budgeting

Budgeting parameters

A setup page where you define the budget journal, the number sequence for budget register entries and the default behavior of the budgeting workspaces.

Used by
Budget clerk, Budget contributor, Budget manager
Business process
Create procurement budgets with Dynamics 365 Finance
Menu item
BudgetParameters
Main table
BudgetParameters
Data entity
BudgetParametersEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page where you define the budget journal, the number sequence for budget register entries and the default behavior of the budgeting workspaces.
What you do hereUsed as the starting point when you configure budgeting.
Example—
Budgeting parameters 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 processDevelop procurement and sourcing strategy › Develop spend strategy › Create procurement budgets with Dynamics 365 Finance
Menu pathBudgeting › Setup › Basic budgeting › Budgeting parameters
Set up firstGeneral ledger parameters Microsoft Learn ↗
Used next by—
Related pagesBudget transfer rules Microsoft Learn ↗Budget analysis Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Budgeting parameters1 screen

Used as the starting point when you configure budgeting.

  1. Screen 1

    Review the budgeting parameters

    Go to Budgeting > Setup > Basic budgeting > Budgeting parameters, Budget tab

    1. Open the Budget tab
    2. Set Use rules for budget transfers and Default account structure
    3. Select the Budget journal name
    4. Select Save
    1Use rules for budget transfersNo
    2Default account structureNo
    3Budget journal(blank)
    Review the budgeting parameters (zoomed on the outlined fields)
    Show the full screenReview the budgeting parameters
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
Allocation keyDecides how a budget account entry amount is spread in a cash flow forecast.Microsoft Learn ↗—CashFlowForecastPeriodAllocationKey
Use rules for budget transfersTurns on budget transfer rules.Microsoft Learn ↗NoIsAllowTransferRuleEnabled
Display legacy budget analysis inquiryShows the older version of the budget analysis inquiry.Microsoft Learn ↗—DisplayLegacyBudgetAnalysis
Default account structureFills in the account structure on budget register entries from the main account.Microsoft Learn ↗No—
Budget journalThe journal name used for budget appropriations.Microsoft Learn ↗(blank)LedgerJournalName
General budget reservationsOn the Regulatory FastTab, turns on general budget reservations for the public sector.Microsoft Learn ↗—IsBudgetReservationEnabled
Budget planning processOn the Workspace settings tab, the current budget planning process shown to all users.Microsoft Learn ↗——

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Budgeting parameters——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterTurning on Display legacy budget analysis inquiry switches the Budget analysis page to the older version, which leaves out profit and loss accounts. Microsoft Learn ↗

Technical architect

6Technical

Menu itemBudgetParameters Checked in Dynamics 365
FormBudgetParameters Checked in Dynamics 365
TableBudgetParametersShown as “Budget parameters” in Record infoChecked in Dynamics 365
Data entitiesBudgetParametersEntityBudget parameters Microsoft data model ↗
Who can open itPrivilegesMaintain budgeting parameters BudgetParametersMaintainView budgeting parameters BudgetParametersViewDutiesEnable budget process BudgetBudgetProcessEnableInquire into budget process policies BudgetBudgetProcessPoliciesInquire
3 security rolesBudget clerk BudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManager
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, Edit, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=BudgetParameters
Integrate withBudgetParametersEntity data entity Microsoft data model ↗
Table definitionBudgetParameters columns and relations Microsoft data model ↗

Everyone

8Sources and checks