Dynamics 365 Finance Budget & Budget Control Setup | Parameters, Rules & Groups
Learn to set up Budget and Budget Control in Microsoft Dynamics 365 Finance, including budgeting parameters, budget control parameters, rules, groups, available funds, source documents, and activation.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 24 Minutes 21 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides practical training on setting up Budget and Budget Control in Microsoft Dynamics 365 Finance. You’ll learn how to configure the budgeting foundation and budget controls used to monitor available funds, apply spending controls, evaluate financial transactions against approved budgets, and support disciplined financial management.
What You Will Learn
- Understand Budget and Budget Control setup in Microsoft Dynamics 365 Finance
- Configure budgeting parameters and budget register settings
- Set up budget control parameters
- Define budget control rules
- Configure budget groups
- Understand the calculation of available budget funds
- Configure source documents and journals for budget control
- Use financial dimensions and main accounts with budget controls
- Activate Budget Control
- Support accurate spending controls against approved budgets
Course Overview
This module includes hands-on demonstrations of:
- Reviewing Budget and Budget Control configuration in Microsoft Dynamics 365 Finance
- Configuring budgeting and budget control parameters
- Defining budget control rules and financial dimension criteria
- Setting up budget groups
- Configuring available budget funds
- Configuring source documents and journals for budget checks
- Activating Budget Control
- Using Budget Control configuration to support organizational spending policies
Outcome
By the end of this course, you’ll understand how to set up Budget and Budget Control in Microsoft Dynamics 365 Finance, configure parameters, rules, groups, available funds, source documents, and financial dimensions, and activate controls that help organizations monitor spending against approved budgets.
