Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Organisation Hierarchy...
Finance | Project Operations, Human Resources, ...
Suggested answer

Organisation Hierarchy - Purpose

(0) ShareShare
ReportReport
Posted on by Hetal Gore 291
Hi 
 
I have an organisation hierarchy which is already created and published and i want to Assign the Budget Planning purpose, i can see it has added but i cane view any of the budget plans in those Legal entities, am i missing something? 
 
Categories:
Administration and Setup
Financial Management
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 283,860 Test role Public on at
    Organisation Hierarchy - Purpose
    Hi Hetal,
     
    The organization hierarchies and purposes are not only used for security to limit the legal entities. The budget planning purpose has a completely different goal. You can read about it in this blog post: Budget Planning using allocations - Microsoft Dynamics 365 Blog
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Organisation Hierarchy - Purpose
    Hi,
    The test environment is also the same as shown in your screenshot.
    Being able to only assign budget planning purposes within the Organizational Hierarchy purpose and not view legal entities is standard behavior of the system and is not due to a lack of settings. The purpose of a hierarchy is to view the types of organizations that can be included in the hierarchy. The purpose also determines which application scenarios the hierarchy can be used for.
    If you assigned a budget planning purpose, you can only view the hierarchy for that purpose in the page:

    Best Regards,
    Hana

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 16th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Jahanvi Profile Picture

Jahanvi 34

#2
PJ JohnPaul Profile Picture

PJ JohnPaul 5

#3
SudhanshuMSID Profile Picture

SudhanshuMSID 1

Overall leaderboard

Featured topics

Test Comment 26-09-2024 16:14pm

Product updates

Dynamics 365 release plans