מפתחת, מטמיעה, ומאחסנת פתרונות IT לעסקים
Facebook
Twitter
Linkedin
Youtube

Budget Control - Support


Need out support? We'll be glad to help

Send us an email, contact us here - http://dynamics-365.co.il/contact.html or give us a call at +972(0)73-2770000 

 Oh, and make sure to check out our FAQ page – it may help you with what you need


Q: What type of transactions can be controlled by Budget Control?

A: Budget Control is available for source documents. Source documents include purchase requisitions, purchase orders and purchase invoices.


Q: How can I control the budgetary control levels?

A: The budgetary control levels can be set up to disabled, warning or blocking. Here's how it's done:


Q: Where can I view and analyze the current budget status?

A: Budget status can be viewed on the Budget Control Status

Choose the Search icon, enter G/L Budgets, and then choose the related link.

Select Budget Control Status


Q: What calculation types can be defined on Budget Control?

A: Two calculation types are supported:

Cumulative - Cumulative amounts until the document posting date.

Period - Monthly amounts in the document posting date month.


Q: Is it possible to split the budget control amount on the expense/income account?

A: Setting up a budget other than setting a budget amount for an expense/income account can be done in a variety of resolutions (or in a variety of dimensions in Dynamics 365 for Finance and Operations terminology). For example: expense (consultancy), geographical area (New York) and organizational structure (Treasury Department).

Budget data is created or imported into the system (using Budget Import) and defined per the amount defined for the dimension combination (in system currency terms).

צור קשר

* בחר אחת מהאפשרויות הבאות :

כן, אני מעוניין/ נת לקבל מידע אודות פתרונות, חדשות ואירועים דרך מייל. אוכל לשנות את בחירותי בנושא קבלת מידע שיווקי במועד מאוחר יותר
לא, אני לא מעוניין / נת מיילים בנושאים שיווקיים מחברת פרודוור

השדות המסומנים בכוכבית הינם שדות חובה. השימוש בפרטיך יעשה לפי החוק בלבד.