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Budget Control – User Group Budget Permissions

Overview

User Group Budget Permissions provides the facility to specify Over Budget Permissions and secondary Budget Group based budget control checks, by Budget Control Rule

The setup defines what permissions are granted to users that are members of specified user groups

Over Budget Options

‘Prevent processing at over budget threshold’ and ‘Prevent over budget processing’ will stop a user from being able to further process the transaction that is subject to budget checking e.g. purchase order, in the event that either the remaining budget available exceeds the budget threshold specified in budget control parameters, or on the applicable budget control rule … or the value of the transaction being checked is greater than the remaining budget funds available.

‘Allow over budget processing’ will continue to allow the transaction that is subject to budget checking to be processed in the event that there are insufficient budget funds available.

Over Budget Option For Budget Group Check

This setting controls whether secondary budget checking is performed at a budget group level, in the event that insufficient budget funds are available based on the primary budget control rule based budget check.

Further Reading

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.

Budget control overview – Finance | Dynamics 365 | Microsoft Docs

Configure and use basic budgeting and budget control in Dynamics 365 Finance – Learn | Microsoft Docs

Public Sector

Background and information on the Public Sector specific elements of Basic Budgeting and Budget Control are provided via the URLs below for reference purposes.

Set up budgeting and budget control for apportionments (Public sector) | Microsoft Docs

Set up budgeting and budget control for a preliminary budget (Public sector) | Microsoft Docs