Introduction
Budget control in Dynamics 365 Finance helps you manage financial resources. Budget control is a method of ensuring that enough budget funds are available for planned or actual purchases. After setting up basic budgeting, you can set up budget control.
Budget control in Finance includes budget types for pre-encumbrances and encumbrances and budget checking for source documents and accounting journals. It also includes features such as defined financial dimensions for budget control, over-budget permissions for user groups, and the budget funds available calculation.
When setting up budget control, you can define the following parameters:
Budget intervals
Budget cycle time spans
Budget thresholds
Budget managers
Budget groups
Calculation that helps you check for available budget funds
You can verify the available budget funds when you enter source documents and accounting journals. The Budgeting module allows you to view the status and history of the following entities:
Budget register entries
Budget control statistics
Actual versus budget amounts
Budget details
Available budget funds