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Budget registry entry (form) [AX 2012]

Updated: February 23, 2011

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

Click Budgeting > Common > Budget register entries > All budget register entries. Double-click a budget register entry or click Budget register entry on the Action Pane to create a budget register entry.

ImportantImportant

If you are using budget control, configure budget control before you create budget register entries.

Use this form to create, update, or view a budget registry entry, such as an original budget or transfer budget entry.

NoteNote

This topic includes information about financial budgets. For information about budgets for projects, see About project budgets and forecasts.

On the Budget register entry FastTab, you can enter information, such as the budget model and budget code, for the whole budget register entry. In the Budget account entries grid, you can enter information about the budget amounts for specific financial dimension values for each budget account entry.

You can edit and delete budget register entries that have a status of Draft, but not if the status is Completed. If you use budget control and it is turned on, the budget register entries that you process can be included in the calculation of the available budget balance. For more information, see Set up budget control.

Some budget register entries require approval before you can update budget balances. If the Workflow field in the Budget codes form has a value for the selected budget code, a yellow information bar appears at the top of the Budget register entry form after you save the information. This information bar might be displayed or hidden, depending on whether you selected a field in the header or on a line. You can click the View workflow instructions icon on the information bar to view any instructions that were included when the workflow was set up. You might see a Submit or Actions button, depending on whether you can submit the budget register entry or are a user who must take the next action.

For examples that involve this form, see Examples: Budgeting and budget control.

The following tables provide descriptions for the controls in this form.

Tab

Description

Budget register entry

Enter and view information about the budget registry entry.

Budget account entries

Enter and view information about the budget account entries, which contain the budget amounts for specific financial dimension values.

Budget account entry details

View additional information about the selected budget account entry.

Button

Description

Edit

Modify the budget register entry, if it has a status of Draft.

Delete

Delete the budget register entry, if it has a status of Draft.

Budget register entry

Clear the form and create a new budget register entry.

Budget models

Open the Budget model form, in which you can create or view budget models.

Budget codes

Open the Budget codes form, in which you can define or view budget codes.

Update budget balances

Open the Process budget register entries form, in which you can select processing options for the budget register entry.

This button is available only if the budget registry entry has a status of Draft and is not being used by another user.

You can process entries only to open periods for the fiscal year that is assigned to the ledger.

Transfer balances

Open the Transfer balances to budget form, in which you can transfer ledger balances to the budget. This button is available after you save a budget register entry that has a budget model and a budget code that has a budget type of Original budget.

Refresh

Refreshes the data in the form.

Export to Microsoft Excel

Export information from the form into Microsoft Excel.

Attachments

Create or view documents that are attached to the budget register entry.

Button

Description

Add line

Add a budget account entry.

Remove

Remove the selected budget account entry.

Create transfer

Open the Create budget transfer form, in which you can transfer a budget amount from one financial dimension value to another when you are entering other budget register entries. For more information see, Create budget register entries and Create budget transfer (form).

Enter recurrence

Enter recurrence details, if the selected budget account entry contains an expense amount that you want to enter for multiple periods. When you click Create in the form that is displayed, additional entries that match the recurrence pattern are added immediately after the selected budget account entry.

This button is available for all budget types. If you select a budget account entry that has a status of Draft, this button is available if the budget account entry contains at least one financial dimension value and has an amount other than zero. For more information, see Create budget register entries.

Allocate across periods

Select a period allocation key to use to allocate the current budget account entry amount across periods. When you click Allocate in the form that is displayed, the selected budget account entry is reversed. Then, additional entries that match the period allocation key are added immediately after the reversing entry. For more information, see Period allocation categories (form) and Create budget register entries.

Allocate to dimensions

Select a budget allocation term to use to allocate the current budget account entry amount across financial dimension values. When you click Allocate in the form that is displayed, the selected budget account entry is reversed. Then, additional entries that match the budget allocation term are added immediately after the reversing entry. For more information, see Create budget register entries.

Related information

Open a menu that contains the following items:

  • Cash flow forecasts – Open the Cash flow forecasts form, in which you can view budget register entries in cash flow forecasts. This button is available only if cash flow forecasts are being used. For more information, see Include budgets in cash flow forecasts.

  • Budget register entries – Open the Budget register entries form, in which you can view budget register entries that have statuses of Draft and Completed for the financial dimension value.

  • Reversed tracing – Open the Reversed tracing form, in which you can view information about the reversed budget account entry that is selected. For more information, see Reversed tracing (form).

  • Budget balances – Open the Period budgets form, in which you can view the budget by period for the budget model and current financial dimension values. This button is available only after you save and select a budget account entry.

  • Voucher – Open the Voucher transactions form, in which you can view ledger transactions by journal number and posting date. This button is available only if Enable budget appropriation is selected in the General ledger parameters form and the budget register entry has a status of Completed.

Field

Description

Default date

Enter the date to use as the default date on the budget account entries. This date determines the period that the budget will be recorded to.

Entry number

The document number for the budget register entry. The number is generated from the number sequence for budget register entries, which is set up in the Number sequences area of the Budget parameters form.

Source document

The document number of the originating source document, if the budget register entry was generated from another budget register entry.

Budget model

Select the budget model that the budget register entry will be posted to.

Budget code

Select a budget code to categorize and provide default values for the budget registry entry.

NoteNote

If workflow is activated for the selected budget code, the budget register entry will be submitted to workflow.

Budget type

The budget type for the budget registry entry, which is determined by the selected budget code.

Reason code

Select a reason code for the budget register entry.

Reason comment

The default comment for the reason code that you selected.

One-time revision

Select this check box to exclude one-time revisions from queries. This field is available only if the selected budget code has a budget type of Revision.

Posting definition

The posting definition for the selected budget type, if posting definitions are being used.

NoteNote

This field is displayed only if the Use posting definitions and Enable budget appropriation check boxes are selected in the General ledger parameters form.

In use

If this check box is selected, the budget register entry is being used by another user.

In use by user

The user who is currently using the budget register entry.

Budget register entry status

The status of the budget register entry, which is either Draft or Completed.

Budget control status indicators

Budget checking is available when budget control is turned on and the budget type is selected for the budget funds available calculation. The icons that are displayed identify the result of budget checking. A red X indicates that the budget check failed, a yellow triangle indicates that the budget check passed with warnings, and a green check mark indicates that the budget check passed. For more information, see About budget control.

Workflow status indicators

If the budget code is associated with a workflow and there is a workflow action pending, workflow status icons are displayed. No workflow icons are displayed if no action is pending or the workflow is completed.

Date

Enter the date for the budget account entry.

Account structure

Select the account structure for the budget account entry.

Dimension values

Select the financial dimension values for the budget amount.

Amount

Enter the amount of the budget account entry.

If you enter a quantity and price, the amount is automatically calculated as Quantity * Price.

Amount type

Select either the Expense or Revenue amount type for the budget account entry.

Currency

Select or view the currency code for the current budget account entry. The accounting currency is the default currency.

Comment

Enter a comment about the budget account entry.

Quantity

Enter the number of units. The value that you enter is multiplied by the price to calculate the amount. For more information, see Ledger transaction quantity.

Price

Enter the price to use if you entered a quantity.

Cash flow forecast

Select this check box to include the budget account entry in a cash flow forecast.

Sales tax group

Select a sales tax group to use if the budget account entry is included in a cash flow forecast.


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