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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
—
Menu item
BudgetAllocationTerm
Main table
BudgetAllocationTerm
Data entity
BudgetAllocationTermEntity
Setup steps
—
Show what matters for

Everyone

1What it is and why

What it isA setup page where you define budget allocation terms, the percentages used to split a budget amount across financial dimension values.
What you do hereUsed to break budget amounts down automatically across dimension values or combinations of dimension values.
ExampleFor 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—
Menu pathBudgeting › Setup › Budget planning › Budget allocation terms
Set up first—
Used next byBudget plans Microsoft Learn ↗Budget register entries Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Microsoft's steps

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

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
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Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

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 later—

Technical architect

6Technical

Menu itemBudgetAllocationTerm Checked in Dynamics 365
FormBudgetAllocationTerm Checked in Dynamics 365
TableBudgetAllocationTermShown as “Budget allocation terms” in Record infoKey field: Name, DescriptionChecked in Dynamics 365
Data entitiesBudgetAllocationTermEntityBudget allocation term Microsoft data model ↗
Who can open itPrivilegesMaintain budget allocation terms BudgetAllocationTermMaintainView budget allocation terms BudgetAllocationTermViewDutiesEnable budget process BudgetBudgetProcessEnableInquire into budget process policies BudgetBudgetProcessPoliciesInquireInquire into budget master BudgetBudgetsInquireMaintain budget master BudgetBudgetsMaintain
8 security rolesAuditor AuditPolicyManagerBudget clerk BudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerChief financial officer CompanyChiefFinancialOfficerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialController
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=BudgetAllocationTerm
Integrate withBudgetAllocationTermEntity data entity Microsoft data model ↗
Table definitionBudgetAllocationTerm columns and relations Microsoft data model ↗

Everyone

8Sources and checks