Dax365FO

Making the invisible visible

Generate budget plan from budget entry

1–2 minutes
Summary: Articles List

It’s possible to create a budget plan based on the previous budget entry. For example, if we want to use the budget of the last period as a basis for the new one,

Generate budget

Go to: Budgeting> Periodic> Generate budget plan from general ledger

Here, select our date range regarding the forecasted transaction:

  • Budget entry source: Select the budget entry where to recover the information for the new budget plan

Launch the generation. When D365FO has finished, we can see the budget planning proposition:

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