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Budget - multiple iterations

  • 1.  Budget - multiple iterations

    Posted Aug 15, 2019 12:11 PM
    ​Hi there


    We are coming from Hyperion and are new to D365FO.

    In Hyperion, we can do quick iteration multiple times with several legal entities with great flexibility.

    From the little we understand, it seems that you can do that but only for one legal entities. If you want to see a consolidated view, you need to go through the budget registries and you end up with several budget code if you want to review.

    We have not understood that you can easily overwrite a previous Budget Code.

    In our current set-up with all the iterations we go through, we could end up with more than 50 budget codes to account for each iteration.


    Any suggestion, best practices you can recommend?



    Pierre Floc'h-Anderson
    Senior Manager, Internal Reporting
    Smart Technologies
    Calgary, Canada

  • 2.  RE: Budget - multiple iterations

    Posted Aug 16, 2019 10:10 AM
    Hi Pierre

    I usually setup 2 codes, ORIG and REV. The first time I do a budget I use ORIG and then I use REV for the remaining updates. You can reuse the same code many times for each iteration of the budget you would like to do. The budget will increment by each iteration that you do.

    Arush Kuthiala
    Western Computer
    Toronto ON


  • 3.  RE: Budget - multiple iterations

    Posted Aug 16, 2019 10:25 AM
    There may be a few things you can do. If you are going through this many revisions, I'd also ask if you can leave the budget in draft rather than posting and handle some of the change that way.

    Otherwise if you are doing more than simple budget line uploads with simple revisions I'd suggest you look at using budget planning instead of budget register as you have much more flexibility there and can actually build in a process.


    Feel free to send me a message if you want to learn more.

    Ryan Sandness
    Program Manager
    Dynamics 365

    Ryan Sandness
    Senior Program Manager Ryan.Sandness@microsoft.com


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