Setup step on the Budget transfer rules page · Budgeting

Set up Budget transfer rules

Used to allow some transfers without workflow approval while sending others for approval.

Used by: Auditor, Budget clerk, Budget contributor and 5 more roles
Business process: Move budget amounts between accounts and dimensions in Dynamics 365 Finance
Menu item: BudgetAllowTransferRule
Main table: BudgetAllowTransferRule
Data entity: BudgetAllowTransferRuleEntity
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 rules that decide when budget transfers between financial dimension values are allowed.
What you do here	Used to allow some transfers without workflow approval while sending others for approval.
Example	For example, transfers inside one department can go ahead without approval, while transfers between departments need a manager's approval first.

Budget transfer rules 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	Manage budgets › Transfer budgets › Move budget amounts between accounts and dimensions in Dynamics 365 Finance
Menu path	Budgeting › Setup › Basic budgeting › Budget transfer rules
Set up first	Budgeting parameters Microsoft Learn ↗
Used next by	—
Related pages	Budgeting workflows Microsoft Learn ↗Budget codes Microsoft Learn ↗
In this process	—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Budget transfer rules1 screen

Used to allow some transfers without workflow approval while sending others for approval.

Screen 1
Create the budget transfer rule
Go to Budgeting > Setup > Basic budgeting > Budget transfer rules
1. Select New, enter the Budget transfer rule and Description, and select the Account structure
2. Select Add, enter a Rule member name, and select Add
3. Select Add new criteria and set Where, Operator and Value
4. Select Save
1Budget transfer rule BEAT-XFER
2Account structure BEAT-MAIN
3Rule member BEAT-OPEX
4Where MainAccount
5Value 610100
Show the full screen
page title tab to open what to set or check

1Budget transfer rule	BEAT-XFER
2Account structure	BEAT-MAIN
3Rule member	BEAT-OPEX
4Where	MainAccount
5Value	610100

Microsoft's steps

Go to Budgeting > Setup > Basic budgeting > Budget transfer rules.
Select New, enter an identifier and a description, and select an account structure.
Select Add to define the financial dimension criteria for a rule member.
Select Add again to add more rule members to the same rule.
On the Budgeting parameters page, select Use rules for budget transfers.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Rule member	A set of financial dimension criteria in the rule; the same criteria can't appear in two members of one rule.Microsoft Learn ↗	BEAT-OPEX	—
Budget transfer rule	—	BEAT-XFER	—
Account structure	—	BEAT-MAIN	`DimensionHierarchyAccountStructure`
Where	—	MainAccount	—
Value	—	610100	—

Functional consultant

4Setup decisions

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

Solution architect

5Design impact

Shared or per company	Shared: the same records are used by every legal entity. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	When the rules are on, a transfer entry that breaks them doesn't update budget balances unless it's approved through workflow. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`BudgetAllowTransferRule` Checked in Dynamics 365
Form	`BudgetAllowTransferRule` Checked in Dynamics 365
Table	`BudgetAllowTransferRule`Shown as “Budget transfer rules” in Record infoKey field: Description, NameChecked in Dynamics 365
Data entities	`BudgetAllowTransferRuleEntity`Budget transfer rules Microsoft data model ↗
Who can open it	PrivilegesMaintain budget rule transfer `BudgetAllowTransferRuleMaintain`View budget transfer rule `BudgetAllowTransferRuleView`DutiesEnable budget process `BudgetBudgetProcessEnable`Inquire into budget process policies `BudgetBudgetProcessPoliciesInquire`Inquire into budget master `BudgetBudgetsInquire`Maintain budget master `BudgetBudgetsMaintain` 8 security roles Auditor `AuditPolicyManager`Budget clerk `BudgetBudgetClerk`Budget contributor `BudgetBudgetContributor`Budget manager `BudgetBudgetManager`Chief financial officer `CompanyChiefFinancialOfficer`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=BudgetAllowTransferRule`
Integrate with	`BudgetAllowTransferRuleEntity` data entity Microsoft data model ↗
Table definition	`BudgetAllowTransferRule` columns and relations Microsoft data model ↗