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Applies to Product - Dynamics 365 Finance
 

What’s happening?
Discrepancies have been reported between the ledger balance and customer balance, as well as differences in the revised budget and actual amounts in the budgeting system.
 

Reason:
The differences in the ledger dimension values for the revised budget and actual amounts may be related to user role assignments within the system.
 

Resolution:

  1. Go to System Administration > Users > Users to select the user name in the error message and open it.
  2. From User’s roles, you will see roles defined to the user. If user does not have system administrator role, click on Assign roles to select 'Budget Manager' role.
  3. Select Grant access to specific organizations individually.
  4. In the Select organization hierarchy drop-down, select the organization hierarchy.
 
  1. Click on the Organization node and provide access to children.
  2. Once the above steps are completed, retry the workflow if needed.