We are currently in the analysis phase of an implementation of D365.
In our current ERP system we are providing budget owners a budget for execution of certain commercial services such as TV Advertising. The budgets are set on a financial dimension.
The budget owner enters a Purchase Order (PO) in our current system including a period, for example. January-March. The available budget on that financial dimension is then automatically decreased with the amount of the PO. Our current system automatically suggest an accrual based on the aforementioned period. So if we are doing the period end closing of February and the PO is 75, then it will suggest an accrual of 50 with posting date 28 February. It also suggests automatically a reversal entry of 50 at 1 March. Budget Owners do not have to confirm the receipt. We only have to review the list with journal entries and click post to post the accrual and reversal entries.
The dimension is used to (A) monitor budget use (reports such as Total Budget -/- Invoiced -/- Committed (PO) = Available) and (B) have the system check the available budget when a PO on that dimension is entered.
It would be an option to request budget owners to enter a separate line the PO for each period (so three lines in the example) instead of a total amount for one total period.
Our partner states that the aforementioned (in particular the automatic suggestion of accruals) is not possible and significant customisation is necessary. What is your view on this?