Setup step on the Budget codes page · Budgeting

Set up Budget codes

Used to keep an audit trail of approved budget changes throughout the budget cycle.

Used by: Auditor, Budget clerk, Budget contributor and 6 more roles
Business process: Create procurement budgets with Dynamics 365 Finance
Menu item: BudgetTransactionCode
Main table: BudgetTransactionCode
Data entity: BudgetCodeEntity
Setup steps: 1 on this page

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Everyone

1What it is and why

What it is	A setup page where you create budget codes that identify the type of budget transaction and any related workflow.
What you do here	Used to keep an audit trail of approved budget changes throughout the budget cycle.
Example	For example, a public sector organization can create several codes for the preliminary budget type to track different categories of preliminary budget entries.

Budget codes 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 › Budget codes
Set up first	Budgeting workflows Microsoft Learn ↗
Used next by	Budget register entries Microsoft Learn ↗Set up Budgeting workflows
Related pages	Budget transfer rules Microsoft Learn ↗
In this process	← Set up Dimensions for budgeting · Set up Budget cycles →

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Budget codes1 screen

Used to keep an audit trail of approved budget changes throughout the budget cycle.

Screen 1
Create the budget code
Go to Budgeting > Setup > Basic budgeting > Budget codes
1. Select New
2. Enter the Budget code and Description
3. Select the Budget type and mark Set as default code
4. Select Save
1Budget code BEAT-ORIG
Description Atlas demo original budget
Budget type Original budget
Set as default code Yes
Show the full screen
page title tab to open what to set or check

1Budget code	BEAT-ORIG
Description	Atlas demo original budget
Budget type	Original budget
Set as default code	Yes

Microsoft's steps

Go to Budgeting > Setup > Basic budgeting > Budget codes.
Select New and enter a code and a description.
Select a budget type, such as Original budget, Revision or Transfer.
Select Set as default code if this code should be used when the system creates documents of that type.
Optionally, select a reason code.
Optionally, select a workflow.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Budget type	The kind of budget transaction, such as original budget, transfer, revision, encumbrance, pre-encumbrance or carry-forward budget.Microsoft Learn ↗	Original budget	—
Set as default code	Makes this the default code when the system creates documents of the selected budget type.Microsoft Learn ↗	Yes	`IsDefault`
Reason code	An optional reason code for entries that use the budget code.Microsoft Learn ↗	—	—
Workflow	Sends every budget register entry that uses this code to the selected workflow.Microsoft Learn ↗	—	`WorkflowTableSequenceNumber`
Budget code	—	BEAT-ORIG	—
Description	—	Atlas demo original budget	`Description`

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Budget codes	—	—

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	Adding a workflow to a budget code turns it on for every budget register entry that uses the code, and its steps must finish before the entry can be completed. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`BudgetTransactionCode` Checked in Dynamics 365
Form	`BudgetTransactionCode` Checked in Dynamics 365
Table	`BudgetTransactionCode`Shown as “Budget codes” in Record infoChecked in Dynamics 365
Data entities	`BudgetCodeEntity`Budget codes Microsoft data model ↗
Who can open it	PrivilegesMaintain budget codes `BudgetTransactionCodeMaintain`View budget codes `BudgetTransactionCodeView`DutiesEnable budget process `BudgetBudgetProcessEnable`Inquire into budget process policies `BudgetBudgetProcessPoliciesInquire`Inquire into budget master `BudgetBudgetsInquire`Maintain budget master `BudgetBudgetsMaintain`Inquire into budget register entry status `BudgetBudgetTransStatusInquire` 9 security roles Auditor `AuditPolicyManager`Budget clerk `BudgetBudgetClerk`Budget contributor `BudgetBudgetContributor`Budget manager `BudgetBudgetManager`Chief financial officer `CompanyChiefFinancialOfficer`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=BudgetTransactionCode`
Integrate with	`BudgetCodeEntity` data entity Microsoft data model ↗
Table definition	`BudgetTransactionCode` columns and relations Microsoft data model ↗