Hello,
We went from 9 to 10 recently. One of our users used to see a budget amount, difference, diff.(%) on the GL Balance Analysis screen. As far as I can tell, the name has now changed to planning. The problem we are having is that it’s completely blank though. Any ideas on what’s going on?
Hi,
Yes, the functionality changed. It can work nearly the same but different.
Rather than entering a budget ID in the search, you enter a balance set near the top left part of the screen.
That balance set can then include budget, planning, or a mix of data. The balance set then needs to be defined such that for a given year / period IFS knows the type of data (budget version) and the identity. The identity i your case would be the budget version.
Set up balance set (probably type budget version) based on the wish to show budgets.
Then go to balance set period configuration and enter year / period and the balance set source type of Budget Version, and the budget version or the month.
The apps 10 solution is far more flexible.
Best regards,
+10
Our Finance team came across the very same surprise! Not sure how this was missed by all our companies in our testing……
We found similar findings as Thomas has kindly shared. Cheers 😊
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