How to: Create Budgets

In Microsoft Dynamics NAV, the create budget function allows you to do the following:

To create budget amounts by period

In the Search box, enter G/L Budgets, and then choose the related link.
Select a budget. On the Home tab, in the Process group, choose Edit Budget.
On then Navigate tab, in the Balance group, choose G/L Balance/Budget.
Select a general ledger account.
On the Actions tab, in the Functions group, select Create Budget, and then choose Amount by Period.

In the Budget Amount by Period batch job, on the Options FastTab, fill in the fields as described in the following table.

Field	Description
Budget Beginning Date	The start date of the first budget period to be created.
No. of Periods	The number of budget periods to be created.
Period Length	The length of each of the budget periods to be created. A budget amount is created for each budget period.
Budget Amount	The starting budget amount.
Amount Type	Total Amount – The amount that is entered in the Budget Amount field is allocated among the periods for which you are budgeting. The amount will be duplicated in each period. –or– Beginning Amount – The amount in the Budget Amount field is the amount that is budgeted for each period. The amount will be divided evenly among all of the periods.
Period Percent Change	Enter zero to spread budgets evenly over all periods. Note The budget amount for this period is increased or decreased with regard to the previous period by the positive or negative percentage amount entered.
Round To	The percentage used to round the budget amount.

In the G/L Budgets window, select a budget. On the Home tab, in the Process group, choose Edit Budget.
On the Navigate tab, in the Balance group, choose G/L Balance/Budget.
Select a general ledger account.
On the Actions tab, in the Functions group, select Create Budget, and then choose From History.

Note

When you create a budget with the From History option, you get the same result as you would if use the Copy Budget function with G/L Entry as the Source. The budget is based on actual general ledger entries for the specified period. For more information, see Copy G/L Budget.

In the Budget from History batch job, on the Options FastTab, fill in the fields as described in the following table.

Field	Description
History Beginning Date	The start date of the first historical period to be analyzed for the creation of the budget.
Budget Beginning Date	The start date of the first budget period to be created.
No. of Periods	The number of budget periods to be created.
Period Length	The length of each of the budget periods to be created.
Percent Change	Enter zero if you want the budget to be the same as it is in the corresponding historical period. Note The fields in the Budget from History window and Budget Amount by Period window work similarly. The one exception is the Percent Change field. In the Budget Amount by Period window, the percent change is from one period to the next. In the Budget from History window, the percent change is from the historical value to the new budget value for the corresponding period.
Round To	The percentage used to round the budget amount.