Plan for public sector functionality

This article suggests the first steps to setting up Public sector functionality.

What should I do first?

Before you set up Public sector and begin adding your data, consider how you'll use this capability. Your consideration should identify the modules that must be set up to use Public sector functionality. Public sector integrates with the following areas in Dynamics 365 Finance.

Accounts payable

Cover page for payments report Purchase order line amounts

Accounts receivable

  • Billing classifications
  • Billing code custom fields
  • Billing codes
  • Free text invoice line custom fields Interest lines
  • Trading partner codes

Budgeting

  • Budget analysis
  • Budget analysis for revised budgets
  • Budget analysis for actual expenditures
  • Budget analysis for encumbrances
  • Budget analysis for pre-encumbrances

French regulatory options

Note For information about French regulatory options, see Public sector accounting in France. The following pages are available only if the following conditions are met:

  • The Public sector configuration key is selected.
  • The French regulatory configuration subkey is selected.
  • The Use French Public sector accounting rules option is selected on the Budget parameters page.
  • Balance summary
  • Commitment close
  • Maintain mandats de paiement
  • Maintain titres de recette
  • Purchase agreement department access
  • Purchase agreement tree Spending thresholds by category
  • Vendor invoice payment hold history

General ledger

  • Advanced ledger entries
  • Associate derived financial hierarchies
  • Derived financial hierarchies
  • Filter results Fund types
  • Funds
  • Preview year-end General ledger transactions

Procurement and sourcing

  • Certification type
  • Confirming PO codes
  • Purchase order line amounts

Additional resources

Public sector home page