Job page · General ledger
General budget reservation year-end process
A public sector year-end process that carries forward general budget reservations that haven't expired and still have a remaining balance.
- Used by
- —
- Business process
- —
- Menu item
action:BudgetReservationYearEndClose_PSN- Main table
- —
- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A public sector year-end process that carries forward general budget reservations that haven't expired and still have a remaining balance. |
|---|---|
| What you do here | Used to retrieve reservations, choose whether to carry forward their budget, and process them so they close in the current year and open in the new year. |
| Example | Select Process and carry forward budget and receive a message that lists the budget entries created and the general budget reservations processed. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | General ledger › Period close › General budget reservation year-end process |
| Set up first | General budget reservations Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Purchase order year-end process Microsoft Learn ↗Funds Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to General ledger > Period close > General budget reservation year-end process.
- In the Year-end option field, choose whether to carry forward the budget for the reservations.
- Select the fiscal year for the closing parameters and the opening parameters.
- Select Retrieve documents.
- In the query, enter criteria to find the reservations to carry forward, and then select OK.
- In the list, select the documents to include.
- Select Process, and then review the message that lists the budget entries created and any documents that failed.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Year-end option | Chooses whether the budget linked to each reservation is carried forward with it to the new year.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 | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | action:BudgetReservationYearEndClose_PSN Checked in Dynamics 365 |
|---|---|
| Form | BudgetReservationYearEndClose_PSN Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | — |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=action:BudgetReservationYearEndClose_PSN |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/public-sector/general-budget-reservation-tasks
- learn.microsoft.com/dynamics365/finance/public-sector/general-budget-reservation-tasks
- learn.microsoft.com/dynamics365/finance/budgeting/purchase-order-year-end-process
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.