Budget analysis (form) (Public sector)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Use this form to view revenues and expenditures by financial dimension using a combination of general ledger and budget control data. You can view summarized amounts and transaction details for revised budgets, actual expenditures, encumbrances, and pre-encumbrances.
The revenues and expenditures can be summarized by the different levels of the financial dimensions. For example, if the budget dimensions are fund, organization, and main account, you can select Fund, Organization, or Main account to see the financial activity summarized at that level.
The Budget analysis form has four main areas that you use to define the inquiry and display the information:
Header pane - define the inquiry by entering or selecting the financial dimension set, column set, parameters, and dates.
Hierarchy tree and filters - select the dimensions and dimension values for the details and totals.
Details grid – display the information using the selected column set.
Total - display the totals using the selected column set.
This form is available only if Microsoft Dynamics AX 2012 R2 is installed, the Public Sector configuration key is selected and the Display legacy budget analysis option is selected on the Budget parameters form. If the Display legacy budget analysis option is not selected, see Budget analysis (form) for more information.
Note
The legacy version of the Budget analysis form will be deprecated in a future cumulative update of Microsoft Dynamics AX 2012 R3.
Open and use this form
Click Budgeting > Inquiries > Budget analysis.
Select a Financial dimension set and a Column set.
Select or enter the parameters, date information, and financial dimensions.
Select a node in the hierarchy tree to display the information in the details grid.
Navigating the form
The following tables provide descriptions for the controls in this form.
Filters
Filter |
Description |
---|---|
Financial dimension and financial dimension values |
There are three unnamed controls above the hierarchy tree that you can use to filter the hierarchy tree and display information in the details grid. For the first filter, select one of the financial dimensions in the dimension set For the second filter, select a dimension value and click the small button with the green triangle to find the dimension value and update the hierarchy tree. |
Hierarchy tree |
Click the nodes in the hierarchy tree to expand and collapse the hierarchy tree and update the details grid. |
Buttons
The following tables provide descriptions for the buttons in this form.
Header pane
Button |
Description |
---|---|
Update totals |
Click to use the current parameters and update the details grid and totals. |
Details pane
Button |
Description |
---|---|
Revised budget |
Open the Budget analysis for revised budgets form where you can drill-down for transaction details. Revised budget amounts are the sum of original budget, revision, transfer, and carry-forward amounts. |
Actual |
Open the Budget analysis for actual expenditures form where you can drill-down for transaction details. The actual expenditures are the sum of the debits and credits that were posted for the financial dimension values. |
Encumbrance |
Open the Budget analysis for encumbrances form where you can drill-down for transaction details, including original and relieving transactions. |
Pre-encumbrance |
Open the Budget analysis for pre-encumbrances form where you can drill-down for transaction details, including original and relieving transactions. |
Fields
The following tables provide descriptions for the fields in this form.
Header pane
Button |
Description |
---|---|
Financial dimension set |
Select the financial dimension set to display information for. For information about financial dimension sets, see Create a financial dimension set. |
Column set |
Select one of the following column sets to display information for:
|
Posting layer |
Select the posting layer to display information for. For more information, see Posting layer. |
Date interval |
Select the date interval to display information for. If you do not select a date interval, you can select a date range. For more information, see Date intervals (form). |
From date To date |
Select the starting date and ending date to display information for. If you do not select a date range, you can select a date interval. |
Budget model |
Select the budget model to display information for. For more information, see Create budget models. |
Details and Total panes
The fields that you see depend on the column set that you select. The fields in the following table are grouped by column set.
Column set |
Field |
Description |
---|---|---|
Expense budget |
The financial dimension selected for the inquiry. |
The financial dimension value to display information for. |
Dimension name |
The name of the financial dimension value to display information for. |
|
Original budget |
The sum of the original budget types for the dimension value. |
|
Revised budget |
The sum of all budget types for the dimension value. |
|
Actual expenditures |
The sum of the actual expenditures for the dimension value. |
|
Encumbrances |
The sum of the encumbrance reservations and relief entries for the dimension value. |
|
Pre-encumbrances |
The sum of the pre-encumbrance reservations and relief entries for the dimension value. |
|
Remaining budget |
The sum of the revised budget minus actual expenditures, encumbrances, and pre-encumbrances for the dimension value. |
|
Percent used |
The percent used of the revised budget minus the remaining budget for the dimension value. |
|
Expense budget with carry-forwards |
The financial dimension selected for the inquiry. |
The financial dimension value for the inquiry results. |
Dimension name |
The name of the financial dimension value for the inquiry results. |
|
Revised budget less carry-forward |
The sum of all budget types minus the carry-forward amounts for the dimension value. |
|
Actuals less carry-forward |
The actual expenditures minus the carry-forward amounts for the dimension value. |
|
Encumbrance less carry-forward |
The sum of the encumbrance reservations and relief entries minus the carry-forward amounts. |
|
Remaining budget |
The sum of the revised budget minus actual expenditures, encumbrances, and pre-encumbrances. |
|
Carry-forward budget |
The sum of the carry-forward actual expenditures for the dimension value. |
|
Carry-forward actuals |
The sum of the carry-forward actual expenditures for the dimension value. |
|
Carry-forward encumbrances |
The sum of carry-forward encumbrances for the dimension value. |
|
Remaining carry-forward budget |
The sum of the carry-forward revised budget minus actual expenditures and encumbrances. |
|
Revenue budget |
The financial dimension selected for the inquiry. |
The financial dimension value for the inquiry results. |
Dimension name |
The name of the financial dimension value for the inquiry results. |
|
Original estimate |
The sum of the original budget types for the dimension value. |
|
Revised estimate |
The sum of all budget types for the dimension value. |
|
Actual revenues |
The sum of the revenue amounts for the dimension value. |
|
Variance |
The sum of all budget types minus the actual revenues for the dimension value. |
|
Percent realized |
The sum of the actual revenues as a percent of the revision budget types for the dimension value. |
|
Operating results |
The financial dimension selected for the inquiry. |
The financial dimension value to display information for. |
Dimension name |
The name of the financial dimension value to display information for. |
|
Actual revenues |
The sum of the actual revenues for the dimension value. |
|
Actual expenditures |
The sum of the actual expenditures for the dimension value |
|
Net income |
The sum of the actual revenues minus the actual expenditures for the dimension value. |
See also
Budget analysis for revised budgets (form) (Public sector)
Budget analysis for actual expenditures (form) (Public sector)
Budget analysis for encumbrances (form) (Public sector)
Budget analysis for pre-encumbrances (form) (Public sector)
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