There are a number of standard inquiries available in Dynamics GP, which can be used to inquire upon budget data. As with all inquiries in Dynamics GP, the ones available for budgets inquire upon a single piece of data.
The Budget Summary Inquiry provides a quick and easy-to-use view to see the budget value assigned to an account.
To use the Budget Summary Inquiry, follow the given steps:
Open the Budget Summary Inquiry window in Dynamics GP by clicking on Financial from the Navigation Pane on the left, and clicking on Budget Summary in the area page under Inquiry | Financial.
Enter
000-1100-00
in the Account field to load the account we have used in previous examples.Enter
2017 MASTER
in the Budget ID field.By default, this inquiry shows the net change of the budget, but can be changed to show the period balances, as shown in the following screenshot, by clicking on the Period Balances option under Display.
Click on Clear and then close the window.