Improving budget creation with Combine Budgets

When training new users of Dynamics GP, one of the regular issues raised is the creation of budgets and how they want to be able to send out separate files to each of the budget holders and have an easy way of combining them. Prior to Dynamics GP 2013 this wasn't possible; however, Dynamics GP 2010 introduced Combine Budgets, which provides this functionality.

How to do it...

This example assumes you have two budgets created on the system, MASTER2017 and SALES2017, where the latter needs to be combined into the former:

1. In Dynamics GP, select Financial from the Navigation list and pick Budgets in the Cards area.

2. In the list of available budgets, click on MASTER2017.

3. Click the Open button and then select using Microsoft Dynamics GP:

   

4. This will open the Budget Maintenance window and populate with the MASTER20017 budget:

   

5. Click the Combine Budgets button on the toolbar.

6. The Master Budget ID field will prepopulate with MASTER2017 from the previous window.

7. Enter...