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MB-310 Implement Financial Management Practice Question

A company is implementing budget control in Dynamics 365 Finance. The budget manager needs to ensure that purchase requisitions are checked against available budget before they can be approved, and that overspending is prevented. Which two configuration steps are required to enforce budget control on purchase requisitions? (Choose two.)

⚠ Common exam trap

The trap here is thinking that creating budget amounts or a workflow enforces budget checking, when only an activated budget control configuration with a rule for the source document does.

Answer choices

Why each option matters

Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.

Correct answer & explanation

✓

Define budget control rules that include the Purchase requisition source document and set the budget check to prevent overspending.

Enforcing budget control on purchase requisitions requires two things: the budget control configuration must be enabled and activated for the legal entity, and a budget control rule must include the Purchase requisition source document with an over-budget action that blocks the transaction. Together these turn on the checking engine and define what happens when budget is exceeded. Budget amounts and workflow are supporting elements but do not enforce the check.

Answer analysis

Option-by-option breakdown

For each option: why learners choose it and why it is or isn't the right answer here.

  • ✗

    Configure a workflow for purchase requisitions that requires approval before posting.

    Why it's wrong here

    A workflow controls the approval routing and can require review, but it does not perform budget checks by itself. Budget control is a separate engine that validates documents against budget amounts. A workflow could be used in addition to budget control, but it does not enforce the budget check or prevent overspending on its own.

  • ✓

    Define budget control rules that include the Purchase requisition source document and set the budget check to prevent overspending.

    Why this is correct

    Budget control rules specify which source documents are checked, which budget dimensions are used, and what happens when budget is exceeded. Including the Purchase requisition document and selecting an over-budget action that blocks the transaction ensures requisitions are validated and cannot proceed when funds are insufficient. This rule is what actually enforces the check on requisitions.

  • ✗

    Assign the budget manager role to the user who approves purchase requisitions.

    Why it's wrong here

    Security roles control what a user can do in the application, but they do not configure budget checking behavior. Assigning the budget manager role would not cause requisitions to be validated against budget or prevent overspending. The enforcement comes from the budget control configuration and rules, not from the user's role assignment.

  • ✗

    Create a budget register entry and approve it to establish the budget amounts for the period.

    Why it's wrong here

    Budget register entries provide the budget amounts that the check compares against, so they are necessary for meaningful control, but they do not by themselves enforce checking on purchase requisitions. Without budget control rules and activation, a requisition would still not be checked even if budget amounts exist. The question asks for the steps that enforce the check, not the funding source.

  • ✓

    Enable budget control for the legal entity and activate the budget control configuration.

    Why this is correct

    Budget control must be enabled for the legal entity and the configuration must be activated before any source document can be checked. Enabling and activating the configuration turns on the budget checking engine, which then evaluates documents against budget amounts. Without this step, purchase requisitions would not be checked at all, so it is a required foundation for enforcement.

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Written and reviewed by Johnson Ajibi, MSc IT Security

Senior Network & Security Engineer · founder of Courseiva

Last reviewed September 2026 · checked against the official Microsoft exam blueprint

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