Budget Entry VS G/L Entry

Stan09

Hi,

Do you know a way in Dynamics Nav to make links between a general journal line with G/L account type and a budget entry created with the same general account so that when we post the journal line, the resulting G/L entry will be related to a specific budget entry.

Thanks

Alex_Chow

Are you saying you want to prevent a transaction to occur if they don't specify a specific G/L Budget Entry?

Stan09

Alex Chow wrote:

Are you saying you want to prevent a transaction to occur if they don't specify a specific G/L Budget Entry?

No, the goal is to have the possibility to filter the balance account by a specific budget name. To achieve it, I have to link (if possible) the general journal transaction with an existing budget entry.

Alex_Chow

The link to the budgets is done through Account Schedules.

If you want to allow the users to post only into accounts with budgets associated, you'll need to create a screen so only G/L accounts with budgets are displayed. This is also assuming the users selects G/L account on the lines.