Generate budget plan from general ledger (form) [AX 2012]
Updated: August 7, 2012
Applies To: Microsoft Dynamics AX 2012 R2
Click Budgeting > Periodic > Budget plan generation > Generate budget plan from general ledger.
Use this form to create budget plan scenarios from general ledger entries. The general ledger entries can be actual revenues or expenditure amounts, and they can be used as a historical basis for new budget plan scenarios.
On the Source FastTab, select the source information, time period, and type of ledger account to use.
On the Target FastTab, select the budget planning information to create or update. If you set the Historical field to Yes, the Is historical check box in the Budget plan form is selected. The document status for the budget plan then is set to Finalized when the budget plan is submitted to workflow. The budget plan will not follow the review and approval process that is set up for the workflow.
This feature is available only if Microsoft Dynamics AX 2012 R2 is installed.
The following table provides descriptions for the controls in this form.
Select the action to perform when the budget plan is generated:
Aggregate total by
Select the aggregation option to use when the budget plan data is summarized. Aggregated lines include only accounts and amounts. Comments are not included on the aggregated lines.
Include closing transactions
Specify the source information to use for the budget plan that you are creating. This information includes the source financial ledger, fiscal year, period dates, and main account types. To include advanced criteria as source information, click Select to open the inquiry form.
Budget planning process
Budget plan scenario
Budget plan preparer
Budget planning user group
Specify the target information to use for the budget plan that you are creating. For the target budget plan, select the budget plan process, budget plan, budget plan scenario, and responsibility center. Depending on whether you are creating a new budget plan or updating an existing budget plan, different information is required. For more information about the budget planning process and the budget planning configuration options, see Key tasks: Configure budget planning and set up budget planning processes.
In the Generation rules field group, enter the rules to use for the target budget plan lines: