Ledger - Actual vs. budgeted inquiry (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Budgeting > Inquiries > Actual vs. budget.
Use this form to view the actual expenditures, original budget, and revised budget for the selected budget model, financial dimension values, and fiscal year. The budget amounts are the sum of the expense and revenue budget amounts. The actual amounts are the sum of the debits and credits that are posted against the selected financial dimension values.
Task that uses this form
View the status and history of budget registry entries
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
---|---|
Select |
Open a form in which you can enter search criteria. |
Update totals |
Calculate the data and update the grid based on the selected budget model, financial dimension values, and fiscal year information. |
Fields
Field |
Description |
---|---|
Budget model |
Select the budget model to view balances for. This list includes all budget models, even those that are stopped. |
Include submodels |
If the selected budget model has submodels, select this check box to include budget balance information from the submodels. If you include submodels, the sum of the original budget register entries across the budget models is included for submodels for the fiscal period. |
Fiscal calendar |
Select a fiscal calendar for the legal entity, and then enter a range of fiscal years in the From fiscal year and To fiscal year fields. |
From fiscal year |
Select the first fiscal year in the range of fiscal years to view information for. |
To fiscal year |
Select the last fiscal year in the range of fiscal years to view information for. To view information for a single fiscal year, select the same year in the From fiscal year and To fiscal year fields. |
Period start |
The first date of each period that is defined for the fiscal year or years. |
Original budget |
The budget balance for the period, which consists of the sum of the budget register entries that have a document status of Completed and a budget type of Original budget, Project, Fixed assets, Demand forecast, or Supply forecast. |
Preliminary budget |
The sum of the preliminary budget register entries that have a document status of Completed for the selected financial dimension, budget model, and time period. Note This control is available only if the Public Sector configuration key is selected. |
Revised budget |
The sum for the period, which consists of the sum of the budget register entries that have a document status of Completed and a budget type of Original budget, Revision, Transfer, Carry-forward budget, Project, Fixed assets, Demand forecast, or Supply forecast. |
Apportionments |
The sum of the apportionments budget register entries that have a document status of Completed for the selected financial dimension, budget model, and time period. Note This control is available only if the Public Sector configuration key is selected. |
Actual expenditures |
The ledger balances for the period. These balances consist of the sum of the posted entries for the financial dimensions for the time period in the current posting layer. |
Variance amount |
The result of the revised budget for the period, minus the actual expenditures for the period. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).