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Work with forecast positions [AX 2012]

Updated: March 6, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to add existing positions to a budget planning process and scenario, copy forecast positions that are already in the forecast, or create new positions for the next budget cycle. After you add a position to a forecast, you can add and change specific budget cost elements for the position so that the elements are accurate, or update multiple positions at the same time using the mass-update functionality.

If you are using a version of Microsoft Dynamics AX 2012 R2 prior to cumulative update 7, see Key tasks: Forecast positions.

NoteNote

This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

The following illustration shows the steps that are required to create a position forecast. The numbers correspond to the procedures later in this topic.

Work with forecast positions diagram

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Related configuration tasks

Create budget cost elements and optionally create compensation groups if they will be used. For more information, see Configure position budgeting.

Budget manager activities

The budget manager must create the budget planning processes and budget plan scenarios that you assign the positions to. For more information, see Key tasks: Configure budget planning and set up budget planning processes.

Version

Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2

Forecast positions are independent from Human resources positions so that they don’t affect current operations. To create one or more forecast positions, follow these steps:

  1. Click Human resources > Periodic > Budget planning > Forecast positions.

  2. In the New group, select Forecast position.

  3. There are several ways to add positions to a budget forecast. Select the appropriate option, and then click Continue.

    Option

    Description

    Add existing positions

    To add positions that exist in the live environment to the forecast list, follow these steps:

    1. Select the budget planning process to assign the positions to. For more information, see Budget planning process (form).

    2. Select the budget plan scenario to assign the position to. For more information, see Budget planning configuration (form).

    3. Select the positions to add.

    4. Click OK. A message is displayed that confirms the positions were successfully added to the forecast.

      NoteNote

      The Forecast state field is set to Existing for positions that are created by using this method.

    Create new forecast position

    To create a new forecast position that does not yet exist, follow these steps:

    1. Select the job that is associated with the position. The job is used to set the default job description, job title, and full-time equivalent (FTE) employment factor for the forecast position.

    2. Select the budget planning process to assign the position to. For more information, see Budget planning process (form).

    3. Select the budget plan scenario to assign the position to. For more information, see Budget planning configuration (form).

    4. Enter or accept the default activation date for the position.

    5. Optional: If known, enter the position retirement date.

    6. Click Create positions. The Forecast position form appears.

      On the General tab, the Forecast state field is set to Proposed for positions that are created by using this method.

    7. Optional: Enter or change any other details about the forecast position.

    8. Optional: On the Compensation tab, select a compensation group to add default cost elements and their values to the forecast position.

    Copy the selected forecast position

    To create one or more copies of the selected forecast position, follow these steps:

    1. In the Number of copies field, enter the number of forecast positions to create. This number is in addition to the forecast position that is selected.

    2. Optional: Change the position duration, if it differs from the selected position.

    3. Select the Relationships and Financial dimensions check boxes to copy the information from the existing forecast position.

    4. Click Copy. A message is displayed that confirms that the positions were successfully added to the forecast.

    The Forecast state field is set to Proposed for positions that are created by using this method.

  4. Optional: To view the forecast positions, click Refresh on the Action Pane of the Forecast positions list page.

  5. Open any position and enter additional information, or make any necessary changes. Note that the Position generation date field displays the date that the initial forecast position values were based on.

    NoteNote

    Any changes that you make to the forecast position do not affect the job or position that the initial creation was based on.

To change an existing forecast position, follow these steps:

  1. Click Human resources > Periodic > Budget planning > Forecast positions.

  2. Double-click the position to view the details.

    To filter the choices, press Ctrl+G. You can limit the search results to a specific field, such as Department.

  3. Click Edit.

  4. Complete the following fields on the Budget planning tab.

    Field

    Description

    Budget planning process

    The budget planning process was assigned to the forecast position when it was created and can’t be changed.

    Budget plan scenario

    The budget plan scenario was assigned to the forecast position when it was created and can’t be changed.

    Full-time equivalent

    If you change the Full-time equivalent value, a message bar appears that prompts you to recalculate the budget cost elements. When you recalculate, on the Budget cost elements tab, the Annual amount and Budget amount columns are updated. For example, if you reduce the Full-time equivalent value from 1.0 to .5 on a position that has a base pay calculation of 100,000, the new budget amount is 50,000.

    Position generation date

    This field displays the date that the initial forecast position values were based on. For example, if you create a forecast position on November 14, 2013 that is based on position values from June 30, 2013, the position generation date will be set to June 30, 2013. If you created the position by using the Create new forecast position option, this is the date when the forecast position was created.

    Activation

    Retirement

    If you change the Activation or Retirement date and it affects the starting or ending date of one or more budget cost element lines, you are prompted to recalculate the costs. For example, the start date of the budget cost element is April 1, 2014. If you change the position activation date from January 1, 2014 to July 1, 2014, the budget cost element start date changes to July 1, 2014. This change affects the budgeted amount.

    Caution noteCaution

    If changing the activation or retirement date causes the start or end date of a budget cost element to occur outside of the position date range, the budget cost element line is removed. For example, if a budget cost line isn’t in effect until July 1, 2014, and you change the end date of the position from December 31, 2014, to June 30, 2014, the line is removed.

  5. Complete the following fields on the Compensation tab.

    Field

    Description

    Compensation group

    Optional: The compensation group determines the base earning cost element (rate), the date of the next scheduled increase, and the set of default budget cost elements that are added to the position.

    NoteNote

    If you change the compensation group, the assigned budget cost elements are removed and are replaced by those that are assigned to the updated compensation group. All the line values are recalculated, based on the new base earnings amount.

    Compensation level

    Optional: The Compensation level determines the level and reference point that are used to determine the current compensation rate. This field is available only if a compensation group is selected.

    NoteNote

    If you change the compensation level, you are prompted to update the base earnings.

    Step

    Rate

    These values are displayed for informational purposes and are determined by the compensation level.

    Anniversary date

    This value that you enter in this field is copied to the Scheduled increase date field when the Increase schedule field is set to Anniversary date in the Compensation groups form.

    Scheduled increase date

    This date is determined by the compensation group that is assigned to the position:

    • If the Increase schedule field is set to Anniversary date in the Compensation groups form, this field is set to the date that was entered in the Anniversary date field for the budget cycle.

    • If the Increase schedule field is set to Common date in the Compensation groups form, the value entered in the Date of increase field in the Compensation groups form is used for the budget cycle.

    This field is for informational purposes only. There are no automatic calculations that are adjusted to account for the anniversary or scheduled increase date.

  6. Complete the following fields on the Budget cost elements tab.

    NoteNote

    If you change the value of an earning cost element, all dependent earning cost lines must be recalculated. For example, if you change the base pay amount from 90,000.00 to 100,000.00, and an annual bonus is set up to calculate at 10 percent of the base earnings line, the bonus changes from 9,000.00 to 10,000.00 after you recalculate.

    Field

    Description

    Add (button)

    Click this button to manually add budget cost element lines to the position. The system uses the durations of the position, the budget cost element, the budget cycle of the budget planning process, and the FTE equivalent to calculate the budget amount values.

    NoteNote

    When you select a compensation group, the default budget cost element lines are added for the time period of the duration of the position within the budget cycle. You can change these lines as needed.

    Yellow triangle

    If an exclamation point icon with a triangle appears in the first column, you have changed a value that is different from the value defined on the Budget cost elements form. This may be intentional, as in the case of the overwriting of a default amount, or it may be that the budget cost element has been updated but this forecast position was not.

    Red circle with slash

    If a circle with a slash through it appears in the first column, the system administrator has indicated that the line values for this budget cost element can’t be changed.

    Start date

    End date

    When you change the start or end date of a cost element, you are prompted to recalculate the budget cost elements. The annual amount is prorated on daily basis using a factor of 365 days in a year to determine the new cost values.

    NoteNote

    The start and end dates must fall within the effective and expiration dates of the cost element and the activation and retirement dates of the position. If there are duplicate budget cost lines, the date ranges can’t overlap.

    Percent

    Percentage-based cost elements are determined by the earning budget cost elements that are assigned in the Budget cost element form. For example, the Medicare line might be determined by multiplying .0145 by the base pay, overtime pay, and bonus pay values. For more information, see Configure position budgeting. After this value is determined, the amount is multiplied by the number of days the cost element is valid for and divided by 365 days. The system also verifies that an annual limit has not been reached for the cost element.

    Budget amount

    For fixed-amount cost elements, the budget amount is calculated by taking the number of days the cost element line is valid for and dividing it by 365 days. The result then is multiplied by the annual amount.

    Retain value

    If you manually change any line values for a budget cost element, the Retain value column will be set to “Yes” to ensure the line amount is not updated if the budget cost element is changed and the forecast positions are updated. You can change this field to “No” if you want the value to be updated if the cost element is changed on the Budget cost elements form.

    Notes

    This field stores any notes entered by the system. You can also manually enter any additional details about the budget cost line.

You can assign individual budget cost elements to multiple forecast positions instead of assigning them to a compensation group or manually adding them individually to each forecast position.

To add a cost element to forecast positions, follow these steps:

  1. Click Human resources > Setup > Budget planning > Budget cost elements.

  2. Select the budget cost element to assign positions to. On the action strip, click Add to positions.

  3. In the Add budget cost elements form, select the forecast positions to add the budget cost element. To aid in your selection, you can press Ctrl+G to filter the list of forecast positions.

  4. Click Add to move the forecast positions to the lower grid.

  5. Verify that you selected the appropriate positions, and then click Assign. A message appears that indicates the number of positions that were updated and the forecast positions that were not updated, if applicable.

It is often necessary to update a cost element after it is assigned to a position. For example, if a cost element is finalized or if a tax rate changes. When this happens, you must update the positions that use the cost element so that they reflect the updated costs. Although you can do this for each individual position, it might be more efficient to use the Update positions functionality to make the change for all the positions at the same time.

To update forecast positions:

  1. Click Human resources > Setup > Budget planning > Budget cost elements.

  2. Select the budget cost element and make any necessary changes.

  3. Optional: On the Cost calculation tab, click Change dates. Change the effective or expiration dates and click OK to automatically update all forecast positions that have the cost element assigned.

  4. On the action strip, click Update positions.

  5. In the Update positions with cost element changes form, the forecast positions that have the cost element assigned are displayed. Select the forecast positions to update, and then click Add to move them to the lower grid.

    You can press Ctrl+G to filter the list of forecast positions.

  6. Verify that you selected the appropriate positions, and then click Update. A message appears that indicates the number of positions that were updated and the forecast positions that were not updated, if applicable.

    NoteNote

    If the Retain value field is set to “Yes” for a budget cost line and there is a percentage change, the amount will not be updated, but the Effective, Expiration, and Main account fields will be if they were changed.

To update multiple forecast positions at the same time, follow these steps:

  1. Click Human resources > Periodic > Budget planning > Forecast positions.

  2. Select the positions to update.

  3. On the Action Pane, in the Maintain group, click Mass update.

  4. Select the check box next to each field to update. You might have to expand the tab to see all the fields.

    The Financial dimensions tab is available only if all the selected forecast positions are assigned to the same legal entity.

  5. Select or enter the new value.

  6. Click Update. A message appears that confirms the update was successful.

The budget manager will generate a budget plan that has the forecast positions, or the budget plan preparer can select the forecast positions to include in the budget plan. For more information, see Generate budget plan from forecast positions (form) or Select forecast positions (form).

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Budget planning configuration key (LedgerAdv2BudgetPlanning)

Security roles

Compensation and benefits manager

Budget manager

Human resource assistant


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