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Budget planning configuration (form) [AX 2012]

Updated: November 27, 2013

Applies To: Microsoft Dynamics AX 2012 R2

Click Budgeting > Setup > Budget planning > Budget planning configuration.

Use this form to configure the settings to use during the budget planning process. These parameters define, among other things, the stages that a budget plan progresses through, the workflows that are required, the priorities that can be assigned to budget plans, and the locations of budget plan templates. For more information, see About budget planning configuration and setup.

This feature is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

NoteNote

This topic has been updated to include information about features that were added or changed for cumulative update 7 or later for Microsoft Dynamics AX 2012 R2. To find out if this information applies to you, contact your administrator.

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

Link

Description

Parameters

Select the security rules to be applied to budget plans. You can also specify how much detail to include when budget plan lines are exported to Microsoft Excel.

This control is available only if cumulative update 7 or later for Microsoft Dynamics AX 2012 R2 is installed.

Scenarios

Create and maintain budget plan scenarios. A budget plan scenario is a working example of a budget plan that includes the budget conditions that you might want to plan for. For example, you can create scenarios for requested, actual, and approved budget plan estimates. Some scenarios might account for 85 or 110 percent of a previously approved budget, depending on whether you want to plan for more or less funding.

Stages

Create and maintain budget planning stages. A budget planning stage includes the steps and transitions that a budget plan follows from its creation to its final adoption. For example, you might create a budget plan stage to create a budget plan for a department or a stage for the executive review process. The budgeting organization determines which stages to use.

Workflows

Create and maintain budget planning workflows. A budget planning workflow is an ordered list of the selected budget planning stages.

Scenario constraints

Create and maintain budget plan scenario constraints. Budget plan scenario constraints determine whether the budget plan scenarios can be viewed or changed for each budget planning stage.

Allocation schedules

Create and maintain allocation schedules for budget planning. The allocation schedules are used to automate allocations between budget plan scenarios.

Stage allocations

Create and maintain stage allocations for budget planning. The stage allocations associate a stage in a budget planning workflow with an allocation schedule. When you submit a budget plan to a Budgeting workflow by using a Budget planning stage allocation automated task, the allocation schedule is used to perform allocations between the source and destination budget plan scenarios.

Priorities

Create and maintain budget plan priorities. A budget plan priority lets officials set priorities among competing opportunities. This prioritization is useful when resources are limited. In a priority-based budget, resources can be allocated according to how effectively a program achieves the goals and objectives set by the local community. For example, a community might want to establish a “Clean and Green” zone in the city. Programs or services are ranked according to how well they align with the priorities. The government or legal entity then allocates funding according to the ranking.

Folders

Select the folders where budget plan attachments are saved.

Templates

Select the budget plan templates to use in the budget planning process. There are two types of budget plan templates:

  • Justification – A text document that explains the components of the budget plan, and that justifies the cost with regard to the proposed work or activity. The justification template can be unique for each budget planning process.

  • Worksheet – A spreadsheet document that includes the line details of the budget plan in a budget planning stage, such as employee salaries or the cost of a project. The worksheet template can be unique for each budget planning process.

Button

Description

Translations

Open the translation form, where you can provide a translation for budget planning labels and descriptions. For example, you can provide a custom French translation for the label and description for Budget planning stage. The custom translations are visible to users who use the targeted system languages. A custom translation is useful if your organization has workplaces in multiple countries/regions.

Link

Field

Description

Parameters

Allow access to budget plans by user group

Select this check box to control access to budget plans by user group. For each budget plan, you can select a budget planning user group when you create a budget plan, or in the Budget plan form.

This control is available only if cumulative update 7 or later for Microsoft Dynamics AX 2012 R2 is installed.

Limit the associated budget plan lines to include

Select this check box to reduce the number of budget plan lines to include in an Excel file, which makes the process of generating the Excel workbook faster. Use the Number of levels of associated budget plan lines to include field to specify the amount of detail to include.

Clear this check box to include all child budget plan lines in workbooks.

This control is available only if cumulative update 7 or later for Microsoft Dynamics AX 2012 R2 is installed.

Number of levels of associated budget plan lines to include

Enter 0 to include budget plan lines from only the selected budget plan, and not from any child budget plan lines. Enter 1 to include budget plan lines from the first child level below the selected budget plan. Enter incrementally larger numbers to include budget plan lines from other child levels.

This control is available only if cumulative update 7 or later for Microsoft Dynamics AX 2012 R2 is installed.

Scenarios

Budget plan scenario

The name of the budget plan scenario.

Description

A brief description of the budget plan scenario.

Unit of measure class

The type of unit type of measure to use for the budget plan scenario estimate, such as monetary or a quantity.

Default unit of measure

The default unit of measure to use for the budget plan scenario estimate.

Stages

Budget planning stage

The name of the budget planning stage.

Description

A brief description of the budget planning stage.

Workflows

Budget planning workflow

The name of the budget planning workflow. Distinct from a Budgeting workflow, a budget planning workflow is an ordered list of budget planning stages. The budget planning workflow and Budgeting workflow are used together to move a budget plan through the budget planning process.

Description

A brief description of the budget planning workflow.

Workflow ID

The identifier for the Budgeting workflow that is used in the budget planning process. For more information about Budgeting workflows, see Set up Budgeting workflows and “Workflows” in About budget planning configuration and setup.

Require parent budget plan

Select this check box to require a parent budget plan for budget plans that use this workflow. You might use this option for workflows that you’ll use for department budgets that must roll up to other budgets.

This control is available only if cumulative update 7 or later for Microsoft Dynamics AX 2012 R2 is installed.

Do not allow budget plans to be deleted

Select this check box to prevent the budget plan that uses this workflow from being deleted. The Delete button won’t be available for budget plans that use this workflow.

This control is available only if cumulative update 7 or later for Microsoft Dynamics AX 2012 R2 is installed.

Do not allow budget plans to be reset

Select this check box to prevent the budget plan that uses this workflow from being reset. The Reset button won’t be available for budget plans that use this workflow.

This control is available only if cumulative update 7 or later for Microsoft Dynamics AX 2012 R2 is installed.

Selected planning stages

The budget planning stages that are included in the budget planning workflow. The budget planning stages progress in the order that they are listed. Budget planning stages can be arranged in the list by using the Move up and Move down buttons.

Remaining planning stages

The unused budget planning stages. Budget planning stages can be added to or removed from the budget planning workflow by using the << Add and Remove >> buttons.

Scenario constraints

Budget planning workflow and stage

The budget planning stages that are defined for a budget planning workflow in the budget planning configuration. When you click Add, you can select a budget planning stage, budget plan scenario, and access level.

Budget plan scenario

Select the budget plan scenario for the budget planning stage. You can select more than one scenario for a budget planning stage.

Access level

Select the access level for each scenario in every budget planning stage. The access level determines which scenarios can be viewed or changed during each budget planning stage. Each scenario can have an access level of View or Edit. For more information, see “Budget planning stage rules and scenario constraints” in About budget planning configuration and setup.

Allocation schedules

Allocation schedule

Enter the name of the budget planning allocation schedule.

Allocation method

Select one of the following allocation methods:

  • Allocate across periods – Allocate the budget plan lines from the source budget plan scenario across periods in the destination scenario. Select the period allocation key in the Period key field.

  • Allocate to dimensions – Allocate the budget plan lines from the source budget plan scenario across the financial dimensions in the destination scenario. Select the budget allocation term in the Allocation term field.

  • Aggregate – Aggregate all the budget plan lines from the source scenario in the associated budget plans to the destination scenario in the parent budget plan.

  • Distribute – Distribute the budget plan lines from the source budget plan scenario in the parent budget plan to the destination scenario in the associated budget plans.

Ledger

Select the ledger for the allocation. You must select the same ledger that you selected for the budget planning process that contains the budget planning workflow and stage for the allocation.

Budget allocation term

If you selected Allocate to dimensions, select a budget allocation term.

Period key

If you selected Allocate across periods, select a period key.

Source scenario

Select a budget plan scenario for the allocation source. All the budget plan lines for the scenario will be allocated.

Destination scenario

Select a budget plan scenario for the allocation destination.

Multiply by

Enter a value by which to multiply the currency amounts or quantities in the source scenario.

Stage allocations

Budget planning workflow and stage

Select the budget planning stage and workflow for the allocation.

Allocation schedule

Select the allocation schedule for the budget planning stage and workflow.

Priorities

Budget plan priority

The name of the budget plan priority.

Description

A brief description of the budget plan priority.

Folders

Budget plan folder

The folders where budget plan attachments are saved. These folders are accessed at different times and by different users during the budget planning process. Therefore, the folders should be kept in a reliable location.

Templates

File name

The location and file name for the template.

Template type

The type of template:

  • Justification – A text document that explains the components of the budget plan, and that justifies the cost with regard to the proposed work or activity.

  • Worksheet – A spreadsheet document that includes the line details of the budget plan in a budget planning stage, such as employee salaries or the cost of a project.

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