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
- —
- Menu item
BudgetParameters- Main table
BudgetParameters- Data entity
BudgetParametersEntity- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A 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 here | Used as the starting point when you configure budgeting. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Setup › Budget planning › Budgeting parameters |
| Set up first | General ledger parameters Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Budget transfer rules Microsoft Learn ↗Budget analysis Microsoft Learn ↗Budget planning workspace Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Allocation key | Decides how a budget account entry amount is spread in a cash flow forecast.Microsoft Learn ↗ | — | CashFlowForecastPeriodAllocationKey |
| Use rules for budget transfers | Turns on budget transfer rules.Microsoft Learn ↗ | — | IsAllowTransferRuleEnabled |
| Display legacy budget analysis inquiry | Shows the older version of the budget analysis inquiry.Microsoft Learn ↗ | — | DisplayLegacyBudgetAnalysis |
| Default account structure | Fills in the account structure on budget register entries from the main account.Microsoft Learn ↗ | — | — |
| Budget journal | The journal name used for budget appropriations.Microsoft Learn ↗ | — | LedgerJournalName |
| General budget reservations | On the Regulatory FastTab, turns on general budget reservations for the public sector.Microsoft Learn ↗ | — | IsBudgetReservationEnabled |
| Budget planning process | On the Workspace settings tab, the current budget planning process shown to all users.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
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 | Turning 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 item | BudgetParameters Checked in Dynamics 365 |
|---|---|
| Form | BudgetParameters Checked in Dynamics 365 |
| Table | BudgetParametersShown as “Budget parameters” in Record infoChecked in Dynamics 365 |
| Data entities | BudgetParametersEntityBudget parameters Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain budgeting parameters BudgetParametersMaintainView budgeting parameters BudgetParametersViewDutiesEnable budget process BudgetBudgetProcessEnableInquire into budget process policies BudgetBudgetProcessPoliciesInquire3 security rolesBudget clerkBudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManager |
| Actions on the page | Options: Personalize, Page options, Edit, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=BudgetParameters |
|---|---|
| Integrate with | BudgetParametersEntity data entity Microsoft data model ↗ |
| Table definition | BudgetParameters columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/budgeting/basic-budgeting-overview-configuration
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/budget/parameter/budgetparameters
- learn.microsoft.com/dynamics365/finance/budgeting/budget-control-statistics-and-budget-analysis-report
- learn.microsoft.com/dynamics365/finance/public-sector/rules-reservation-types
- learn.microsoft.com/dynamics365/fin-ops-core/fin-ops/migration/upgrade-budget-planning
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.