Tip of the Day: In Microsoft D365 Finance and Supply Change (D365 F&SC), in Project Management and Accounting, have you ever wondered how to enter a budget and then see budgets to actuals?
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Learn how to:
Enter Original Budget
Enter the following:
Original Budget = OB
Remaining Budget = RB
In the Revenue section
Transaction Type = Item
Category = SO
Original Budget = Enter the Customer PO amount
In the Revenue section, add a ITEM = SO
Click on Workflow > Submit
Budget to Actuals
After posting the Project Invoice, you can see the budget to actuals by going here. . .
Enter Revised Budget
Click New Revision
Note: To see the previous revisions, click Revisions.
Enter the following:
In the Revenue section
Revision Amount = Enter the Customer PO amount
Note: To reduce the budget enter a negative amount.
Click on Workflow > Submit
Budget to Actuals
After posting the Project Invoice, you can see the budget to actuals by going here. . .
Exceeding Budget Amount Warring
When posting the Project Invoice, if the invoiced amount is exceeding the budget amount, the user will receive this warring message.
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