Define budget codes

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

Use the Budget codes form to set up budget codes for budget register entries. You can use budget codes to categorize budget types. For more information, see Budget codes (form).

  1. Click Budgeting > Setup > Basic budgeting > Budget codes.

  2. Click New and enter a code and a description, such as ExpenseTransfer and Expense to Expense.

  3. Select a budget type, such as Transfer.

  4. If this code should be the default code when documents of the selected budget type are automatically created, select the Set as default code check box.

  5. Optional: Select a reason code.

  6. Optional: Select a workflow. If a workflow is selected, every budget register entry that uses this code is submitted to workflow. For more information, see Set up Budgeting workflows.