Archive for the ‘Budget Transactions’ Category

History for Budget Transactions in Dynamics GP 2010 R2

Once you install Dynamics GP 2010, if you go to the General Ledger Setup, the following options will automatically have the history options marked.

  • Accounts
  • Transactions

However, the history option for Budget Transactions is not automatically checked and because of this default setting, the system does not maintain a history of the budget transactions posted in GP. I was assuming that this option would be checked by default for any new company (like the other history options in the GL Setup window), but it was not to be.


Luckily the client had not posted much in the system, so we were able to restore the data and check this option and then have the users post the budget transactions which then maintained a valid history.

So kindly ensure that you mark this option for maintaining the history for Budget Transactions when setting up a new company in Dynamics GP 2010. Even R2 has this issue and planning to report this to Microsoft as a bug.

Hope this helps the community…

Until next post!

August 16, 2011 · veeyeskay · One Comment
Tags: , , , ,  · Posted in: Budget Transactions, Dynamics, General Ledger, Great Plains Total Views: 1,229