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Budget plan scenarios report (BudgetPlanScenariosReport) [AX 2012]

Updated: November 27, 2013

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

This report displays details about ledger accounts for up to five budget planning scenarios. The report can be grouped and subtotaled by using one, two, or three summary options.

NoteNote

This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 6 for AX 2012.

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Financial dimension set

Select a financial dimension set for the report.

Budget class

Select a budget class for the report.

From date

Select the starting date for the budget plan lines for the report.

To date

Select the ending date for the budget plan lines for the report.

Scenario 1 to Scenario 5

Select up to five budget plan scenarios for the report. The data for the budget plan scenario is filtered by the scenario constraints. For example, if a budget plan is in a budget planning stage that doesn’t allow for view or edit access to a scenario, the data from the scenario is not included on the report.

Option 1

Select a budget plan header or line field, such as Budget planning process or Document status, to group and subtotal the report by that header or line field.

Option 2

If a value is selected in the Option 1 field, select an additional option to group and subtotal the report by.

Option 3

If a value is selected in the Option 2 field, select an additional option to group and subtotal the report by.

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

BudgetPlanScenariosReport

Location of report in the AOT

SSRS Reports\Reports\BudgetPlanScenariosReport

Menu item of the report

BudgetPlanScenariosReport

Navigation to the report

Click Budgeting > Reports > Budget planning > Budget plan scenarios.

The data on this report comes from the following sources:

  • BudgetPlanHeader table

  • BudgetPlanLine table

  • BudgetPlanLineSource table

  • BudgetPlanningProcess table

  • BudgetPlanScenario table

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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