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Microsoft Dynamics GP 2013 Cookbook by Mark Polino, Ian Grieve

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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 separate files out to each of the budget holders and have an easy way of combining them together. Prior to Dynamics GP 2010 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. Perform the following steps for the same:

  1. In Dynamics GP, select Financial from the navigation pane and click on Budgets in the Cards area.
  2. In the list of available budgets, click ...

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