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Budget plan audit report (BudgetPlanBudgetTransAuditReport) [AX 2012]

Updated: October 8, 2012

Applies To: Microsoft Dynamics AX 2012 R2

Use this report to verify that the correct budget plan lines were used to generate the budget register entries. You can also determine whether the budget plan lines or the budget register entries have changed since the budget register entries were generated. The report lists revenue amounts and expense amounts for financial dimensions across budget plans and budget register entries. The report can be grouped and subtotaled by using a summary option.

This report is available only if Microsoft Dynamics AX 2012 R2 is installed.

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

Budget plan scenario

Select the budget plan scenario to use for the report.

Show discrepancies only

Select this check box to include on the report only budget register account entries that differ from the source budget plan lines. Clear this check box to include all budget register account entries.

From date

Select the starting date for the budget plan lines for the report.

To date

Select the ending date for the budget plan lines for the report.

Option 1

Select a budget plan header field, such as Budget cycle or Budget plan priority, to group and subtotal the report by that field.

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

BudgetPlanBudgetTransAuditReport

Location of report in the AOT

SSRS Reports\Reports\BudgetPlanBudgetTransAuditReport

Menu item of the report

BudgetPlanBudgetTransAuditReport

Navigation to the report

Click Budgeting > Reports > Budget planning > Budget plan audit.

The data on this report comes from the following sources:

  • BudgetPlanHeader table

  • BudgetPlanLine table

  • BudgetPlanLineBudgetTransactionLineLink table

  • BudgetPlanLineSource table

  • BudgetPlanningProcess table

  • BudgetPlanScenario table

  • BudgetTransactionHeader table

  • BudgetTransactionLine table

  • DimensionAttributeValueCombination table

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).

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