MEAPSA

Configure and use basic budgeting and budget control in Dynamics 365 Finance

Every organization, whether it is private or public, sets financial and operational goals by creating budgets. When the budget is established, management monitors the activities within the budget framework. This module provides information about how to configure and use basic budgeting and budget control in Dynamics 365 Finance.

Business User

Functional Consultant

Dynamics 365

Finance

Module Objectives

In this module, you will learn how to:

Configure basic budgeting components.
Configure budget control components.
Allocate budgets.
Use inquires and reports.
Create and manage budget register entries.

Units

Introduction min
Planning for basic budgeting and budget control min
Budgeting methodologies min
Basic budgeting overview min
Configure basic budgeting min
Allocate a budget min
Use workspaces and inquiry pages to track budget vs. actuals min
Budget control overview min
Configure budget control min
Configure budget control (cont.) min
Create and manage budget register entries min
Use inquires and reports for budget analysis min
Implement a budget register workflow min
Exercise - Configure basic budgeting components min
Exercise - Configure budget control components min
Exercise - Create a budget register entry min
Check your knowledge min
Summary min

Prerequisites

Have a basic understanding of finance and accounting processes
The ability to use Dynamics 365 Finance for basic processing
Have a general understanding of purchase order invoicing
Have a general understanding of sales order invoicing