Because of the many ‘moving parts’, be sure to test thoroughly. The more detailed, the more complex it will be to setup. Design it out to determine what will be budgeted (only profit loss accounts or also balance sheet) and which financial dimensions will be budgeted. The configuration can be changed once set up, but it is far easier to have a plan and build to the plan than to jump in and try to fix it after setup. The first step to designing the budgeting process is to build a plan on how it will be structured. This is part I of a 2 - Part Series on advanced budgeting.Īdvanced Budgeting is vast and can have many ‘moving parts’, In this blog, I will mention workflows when applicable but for the most part, we will stick to the manual processes to create a budget in D365 Finance. Dynamics GP to Dynamics 365 Business Central. Dynamics NAV to Dynamics 365 Business Central.
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