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Budget funds available report (BudgetFundsAvailable) [AX 2012]

Updated: July 6, 2011

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

The Budget funds available report displays totals grouped by budget model and dimension values for actual expenditures, budget revisions, encumbrances, pre-encumbrances, and the budget funds that are available. The totals for the budget funds that are available are determined by the budget funds available calculation in the Budget control configuration form.

NoteNote

For information about how to define the calculation that determines the budget funds that are available, see Set up budget control.

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. These were defined in the Financial dimension sets form. A financial dimension set is a named group of accounts or dimensions that contains either account values for the account or dimension values for a single dimension. Examples include main accounts, departments, and cost centers, or combinations such as a cost center and main account, or a department and cost center.

For more information, see Financial dimension sets (form).

Budget cycle time span

Select a budget cycle time span from those that are used by your organization. For more information, see Budget cycle time spans (form).

Include carry-forward

Select this check box to include budget amounts that were carried forward from a previous fiscal year.

Dates to include

Select dates for the budget information to include on the report. Select Budget cycle to use the dates that were specified for the budget cycle that you select. Select Date range to enter a range of dates that differ from those that are assigned to a budget cycle.

Budget cycle

If you selected Budget cycle in the Dates to include field group, select the name of a budget cycle. The report will include information for the dates that were set up for the selected budget cycle in the Budget cycle time spans form. For more information, see Budget cycle time spans (form).

From date

If you selected Date range in the Dates to include field group, select the starting date for budget funds to include on the report. This date must be in a fiscal year that is included in the fiscal calendar that was selected when the budget cycle time span was set up.

For example, a fiscal calendar for a budget cycle includes fiscal years with dates from January 1, 2011, to December 31, 2015. The From date value cannot be before January 1, 2011.

To date

If you selected Date range in the Dates to include field group, select the ending date for budget funds to include on the report. This date must be in a fiscal year that is included in the fiscal calendar that was selected when the budget cycle time span was set up.

For example, a fiscal calendar for a budget cycle includes fiscal years with dates from January 1, 2011, to December 31, 2015. The To date value cannot be after December 31, 2015.

Balance type

Select Show net change to view balances by running totals. Select Show accumulated to view totals as cumulative amounts for the fiscal year.

Budget model

Click Select to create the report for a selected budget model. You can leave this field blank to include all budget models on the report.

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

BudgetFundsAvailable

Location of report in the AOT

\SSRS-Reports\Reports\BudgetFundsAvailable

Menu item of the report

BudgetFundsAvailable

Navigation to the report

Click Budgeting > Reports > Budget control > Budget funds available.

The data on this report comes from the following sources:

  • BudgetTmpControlStatistics table

NoteNote

To determine where the data in the temp tables comes from, view the cross-references for the BudgetFundsAvailableDP.processReport class.

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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