Setup step on the Budgeting parameters page · Budgeting

Set up Budgeting parameters

Used as the starting point when you configure budgeting.

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 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	—

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 process	Develop procurement and sourcing strategy › Develop spend strategy › Create procurement budgets with Dynamics 365 Finance
Menu path	Budgeting › Setup › Basic budgeting › Budgeting parameters
Set up first	General ledger parameters Microsoft Learn ↗
Used next by	—
Related pages	Budget transfer rules Microsoft Learn ↗Budget analysis Microsoft Learn ↗
In this process	Set up Dimensions for budgeting →

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.

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 transfers No
2Default account structure No
3Budget journal (blank)
Show the full screen
page title tab to open what to set or check

1Use rules for budget transfers	No
2Default account structure	No
3Budget journal	(blank)

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 ↗	No	`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 ↗	No	—
Budget journal	The journal name used for budget appropriations.Microsoft Learn ↗	(blank)	`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
Set up Budgeting parameters	—	—

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	`BudgetParameters`Shown as “Budget parameters” in Record infoChecked in Dynamics 365
Data entities	`BudgetParametersEntity`Budget parameters Microsoft data model ↗
Who can open it	PrivilegesMaintain budgeting parameters `BudgetParametersMaintain`View budgeting parameters `BudgetParametersView`DutiesEnable budget process `BudgetBudgetProcessEnable`Inquire into budget process policies `BudgetBudgetProcessPoliciesInquire` 3 security roles Budget clerk `BudgetBudgetClerk`Budget contributor `BudgetBudgetContributor`Budget manager `BudgetBudgetManager` Checked in Dynamics 365
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 ↗