The Budget vs Actual SmartList Builder setup is built to give you a list of the budget amounts compared to the actual amounts in General Ledger.  The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.

ID: GL_BDGTVSACTL

Name: Budget vs Actual

Tables Involved:

• Budget Summary Master
• Budget Master
• Account Master
• Account Current Summary Master

 
Screen shot of Setup in SmartList Builder. 



Note:
These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.