Friday, March 27, 2020

Responsibility center is blank while creating Budget Plan in Microsoft Dynamics 365 F&SCM


You may experience an issue with the Responsibility center lookup while creating Budget plan.

If you have Security model = Based on security organizations in the Budget Planning Configuration (Budgeting > Setup > Budget planning > Budget planning configuration), follow the steps below to fix this issue:

1. Go to the Worker who is creating Budget plan (Human resources > Workers > Workers).
2. Click Work Position Assignment in the Action pane.
3. Drill down to Positions  clicking on the Hyperlink.
4. Check the Department value. Note department value.
5. Go to Organization administration > Organization > Operating units.
6. Select the Department of the worker noted in the step 4.
7. Make sure that “In hierarchy” toggle is turned on.
8. Fill in Manager field, if empty.
9. Go to Organization administration > Organization > Organization hierarchy.
10. Select the hierarchy that is used for the budget planning process for which budget plan is being created.
11. Make sure that Security purpose is assigned.
12. Make sure that department noted in the step 4 is included into the hierarchy.
13. Go to System administration > Users. Find user who is creating budget plan. Make sure that Personnel field is filled in by worker value used in step 1.
14. Make sure that user (from step 13) has Budgeting role assigned.
15. Click Assign organizations button. Make sure that access is granted to hierarchy noted in step 10.

Try to create budget plan. I hope it solved the issue.

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