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Generate budget plan from forecast positions (form) [AX 2012]

Updated: October 18, 2013

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

Click Budgeting > Periodic > Budget plan generation > Generate budget plan from forecast positions.

Use this form to create budget plan scenarios from forecast positions. On the Source FastTab, select the source information to use. On the Target FastTab, select the budget planning information to create or update.

The following table provides descriptions for the controls in this form.

Tab

Field

Description

Header

Action

Select the action to perform when the budget plan is generated:

  • Create a new budget plan – Create a new budget plan from the source information that is provided.

  • Replace the existing budget plan scenario – Delete the existing budget plan scenario, and then create a new budget plan scenario from the source information that is provided.

  • Update the existing budget plan scenario, and append new data – Update the existing budget plan scenario with the source information that is provided.

Source

Ledger

Budget planning process

NoteNote

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Budget plan scenario

NoteNote

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Position

Specify the source information to use for the budget plan that you are creating. This includes the source financial ledger and any forecast positions. To include advanced criteria as source information, click Select to open the inquiry form.

NoteNote

The forecast positions that are selected as source data will be filtered for the budget planning process and budget plan scenario that are selected.

Target

Budget planning process

Ledger

Document number

Budget plan

Budget plan scenario

Budget plan FTE scenario

FTE main account

Budget class

Include position in budget plan line

Responsibility center

Budget plan preparer

Budget planning user group

Generation rules

Specify the target information to use for the budget plan that you are creating. For the target budget plan, select a budget plan and a 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.

NoteNote

Budget planning process and Budget plan scenario are read-only fields that display the selections that were made on the Source tab.

Select the Include position in budget plan line check box to include the forecast position number on the budget plan line.

In the Generation rules field group, enter the rules to use for the target budget plan lines:

  • Factor – Enter the conversion factor to apply to the source amount. For no conversion, enter 1.0.

  • Rounding rule – Enter the rounding format to use for the budget plan line amounts that are generated. For example, if the budget plan line amount is 2,444.44 and the rounding rule is 0.1, the budget plan line amount is 2,444.40. Enter 0.0 if you do not want to use a rounding rule.

Batch

For information about the batch options in this form, and about how to submit a batch processing job, see Batch tasks (form) and Submit a batch processing job from a form.


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