Default Budget Control Parameters provide a baseline setup for the sourcing of budget control periods, a nominated budget manager to be provided as an optional assignee in related approval workflows
- Budget Control Interval – defines the period length of a budget cycle. Options include accounting year, financial period, month, quarter
- Budget Cycle Time Span –
- Budget Manager – nominated individual with senior, organisation budget management responsibilities. The role of budget manager and as a result the employee specified, will be available for related workflow (e.g. purchase order) task and/or approval assignment in the event of a budget control breach.
- Budget Threshold – defines the percentage of total budget spent beyond which early warning budget control messages should be triggered and optionally displayed.
- Display a Message When Exceeding Budget Threshold – Yes / No setting
Further information on Dynamics 365 Basic Budgeting and Budget Control is available on the Microsoft Docs and Learn Docs sites via the URLs below and should help to provide further background and context to aid survey question completion.