Budget control statistics (form)

  • Article

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

Click Budgeting > Inquiries > Budget control statistics.

Use this form to view the budget balances for a budget cycle and a budget model. You can also view historical data for financial dimension values that have been enabled for budget control. From this form, you can select a line in the grid and view the details of the totals for revised budgets, actual expenditures, budget reservations for encumbrances, and budget reservations for pre-encumbrances.

Note

This topic includes information about financial budgets. For information about budgets for projects, see About project budgets and forecasts.

If you’re in the public sector and you use general budget reservations, see also About general budget reservations (Public sector).

Note

General budget reservations are available only if the Public Sector configuration key is selected and if Microsoft Dynamics AX 2012 R3 Cumulative Update 8 is installed with the following hotfix: KB3047235

Task that uses this form

View the status and history of budget registry entries

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

Buttons

Button

Description

Actual expenditures

Open the Actual expenditures form for the selected row in the grid. For more information, see Actual expenditures (form).

Apportionments

Open the Apportionments form for the selected row in the grid.

Note

This control is available only if the Public Sector configuration key is selected.

Revised budget

Open the Revised budget form for the selected row in the grid. For more information, see Revised budget (form).

Encumbrances

Open the Budget reservations for encumbrances form for the selected row in the grid. For more information, see Budget reservations for encumbrances (form).

Pre-encumbrances

Open the Budget reservations for pre-encumbrances form for the selected row in the grid. For more information, see Budget reservations for pre-encumbrances (form).

Fields

Field

Description

Budget cycle

Select the budget cycle for the inquiry.

Budget model

The budget model that is associated with the selected budget cycle.

Dimension values

–or–

Budget group

Select Dimension values and select a financial dimension value from the financial dimensions that are enabled for budget control.

–or–

Select Budget group and select a budget group.

Main account

Select a main account to view information for a main account that has a budgeted amount but that is not enabled for budget control. This can additionally restrict the inquiry to show how much of the budget has been consumed by each main account in combination with the financial dimensions that are enabled for budget control. If the main account dimension was enabled for budget control, this field is not available.

Balance detail

Select the level of detail to display for the budget amounts.

  • By fiscal period – View budget amounts by fiscal period for the selected fiscal year. This is a more detailed view than the By budget cycle view.

  • By budget cycle – View budget amounts by budget cycle.

Balance type

Select how to view the budget totals for each period.

  • Show net change – View balances by net change for a period, which is not cumulative.

  • Show accumulated – View balances as totals that are cumulative from one period to the next.

Include carry-forward amounts in totals

Select to include carry-forward amounts in the inquiry totals.

Period

The starting date for the fiscal period or budget cycle, depending on the option that you selected in the Balance detail field group.

Budget funds available

The sum of the budget funds that are available for the financial dimension value.

Note

If your organization is in the public sector and uses apportionments in the calculation of the available budget balance, original budget, transfer, and revisions are not used in that calculation.

Total revised budget

The sum of budget register entries for Original budget, Revision, Transfer, Carry-forward budget, Project, Fixed assets, Demand forecast, and Supply forecast amounts.

Total actual expenditures

The sum of posted and unposted actual expenditures for the financial dimension value.

Budget reservations for encumbrances

The sum of the reservations for encumbrances for the financial dimension value.

Budget reservations for pre-encumbrances

The sum of the reservations for pre-encumbrances for the financial dimension value.

See also

Budget registry entry (form)

Encumber purchase orders

Encumbrance summary (form)

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