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    Budget Preparation Solution
    • 24 Dec 2024
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    Contents

    Budget Preparation Solution

    • Updated on 24 Dec 2024
    • 1 Minute to read
    • Contributors
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    Article summary

    This step-by-step guide provides detailed instructions for preparing and importing a department budget into Dynamics 365.

    1. Once you have logged in, you will be on the Dynamics 365 home page. In the left-hand navigation pane, click on Modules.
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    2. Click on "Budget register entry in process" in the Budgeting module.
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    3. In this module, you will typically see a screen with a list of all Budget register entiries. To create a new budget register entry, click on "New", usually represented by a plus sign (+).
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    4. In the form that appears, select the following:

    • Select the Budget Code: Choose the appropriate budget code "Original Budget", from the dropdown menu.
    • Select the Budget Model: Select the budget model that corresponds to the upcoming year that you are preparing the budget for. For example, Expense Budget 2025-2026.
    • Select the Department: Select your department.
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    Note:
    • Requesters can only view and manage their own budget entry requests.
    • The "Budget purpose" is automatically set to "Department Budget", and it cannot be modified.
    1. Click on the "Import department budget" button.
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    Note:
    • Before importing the budget into Dynamics 365, ensure you have the required Excel sheet prepared in advance.
    • This sheet will be provided by the Office of Budget.

    1. Click "Browse" to locate and select your prepared Excel file. Once the file is selected, click "Open" to upload it into the system.
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    2. Click "OK" to complete the import process.
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    3. The fields in your Excel file will be successfully imported and mapped to the corresponding system fields in Dynamics 365.

    4. Click on “Workflow”, then “Submit”.
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    Note:
    • The budget register entry request will undergo an
      approval workflow. It will be sent to your designated approver > Office of Budget, as per the predefined rules and permissions.
    • The requestor has the option to modify the request after submission by selecting the "Recall" button located in the Workflow tab. Please note that recalls are only permissible when the status is "In Review".
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