Hello,
Any idea if there is possibility to have notification once G/L budget is exceeded in Business central
I think you can achieve this with Customization.
Hi Sajjad_Yousuf,
Could you expound / explain how this could be done?
You need to make a Business Central extension,
First you will define the budget of G/L account.
On Posting, it will check it budget exceeded or not, for this you will need developer.
Hi,
I understand the customization part, we do a lot of that currently. Would you have an example of the code required to do this?
I don’t think @Sajjad_Yousuf or anyone else here can give you a complete example of this. In the past (back in the days of Navision Financials 2.60) I did something like what you’re asking for, but keep in mind that you need to consider all your client requirements for this, and these will probably be different from other implementations.
As @Sajjad_Yousuf said, you can subscribe to a codeunit 12 (“Gen. Jnl.-Post Line”) trigger, e.g. OnBeforeRunWithCheck, and do all the necessary checks to verify if the G/L account used is exceeding its budget and throw an error or/and do something else (create a log, send an email, …) if so. I think there may be some types of users who can skip these errors, and create a log when this occurs.
I think you must consider:
- Witch G/L Account should be under this audit?
- Are there any exemptions? Be careful with exemptions, they are allways time compsuming and will probably be difficult to maintain.
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Why not use Power BI?
He could use PowerBI if he just needs to provide visibility outside of the accounting process, but if the intent is to control what is posted by checking the budget, he has to develop something in BC to do that.