Project budget status (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Procurement and sourcing > Common > Purchase requisitions > Purchase requisitions requested for me. On the Action Pane, click the Financials tab. In the Project group, click Project budget status.
–or–
Click Accounts payable > Common > Vendor invoices > Pending vendor invoices. On the Action Pane, click the Financials tab. In the Project group, click Project budget status.
Use this form to review the effects that a purchase will have on project budgets. This makes it easy for you to monitor the amounts that have been spent and the amounts that remain in your project budgets.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Button |
Description |
|---|---|
Item details |
View all lines that contain a distribution to the selected project and category. |
Fields
Field |
Description |
|---|---|
Project |
A project that receives a distribution from the purchasing document. |
Category |
A category that is associated with the project on the purchasing document. |
Amount |
The total of all distributions from the purchasing document to the specified project and category. |
Remaining budget for period |
The amount that remains in the project budget during this budget period for this category after this purchase is subtracted from the budget. |
Budget period |
The name of the project budget period that the remaining budget is calculated for. This can be a fiscal period, a quarter, a year, project-to-date, year-to-date, or the life of project. |
Total remaining budget |
The total amount that remains in the project budget for this category after this purchase has been subtracted from the budget. |
Budget defined |
Indicates whether budget control has been enabled for the project and category on the line. |
Line |
The line on the purchase document that includes the selected project and category. |
Item number |
The identification number for the item. |
Product name |
A brief description of the item. |
Quantity |
The number of items. |
Cost price |
The cost price per unit in the accounting currency. |
Budget amount |
The amount by which the document line reduced the remaining budget for the project and category. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).