Plan for public sector functionality

This article suggests the first steps to setting up Public sector functionality in Microsoft Dynamics 365 for Finance and Operations.

What should I do first?

Before you begin to adjust the settings and input your data, you should consider which Finance and Operations modules you’ll need to set up for your Public sector organization. Public sector functionality is integrated with the following Finance and Operations modules and Microsoft products.

Accounts payable

Cover page for payments report Purchase order line amounts

Accounts receivable

Billing classifications Billing code custom fields Billing codes Free text invoice line custom fields Interest lines Trading partner codes


Budget analysis Budget analysis for revised budgets Budget analysis for actual expenditures Budget analysis for encumbrances Budget analysis for pre-encumbrances

French regulatory options

Note For information about French regulatory options, see Public sector accounting in France. The following pages are available only if the following conditions are met:

  • The Public sector configuration key is selected.
  • The French regulatory configuration subkey is selected.
  • The Use French Public sector accounting rules option is selected on the Budget parameters page.

Balance summary Commitment Commitment close Maintain mandats de paiement Maintain titres de recette Purchase agreement department access Purchase agreement tree Spending thresholds by category Vendor invoice payment hold history

General ledger

Advanced ledger entries Associate derived financial hierarchies Derived financial hierarchies Filter results Fund types Funds Preview year end general ledger transactions

Procurement and sourcing

Certification type Confirming PO codes Purchase order line amounts

Additional resources

Public sector functionality