Working with general budget reservations (Public sector)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

The topics in this section provide information about working with general budget reservations for public sector entities. These public sector topics complement the information that can be found under the main Help section for Working with basic budgeting and budget control.

About general budget reservations (Public sector)

Set up general budget reservation rules and reservation types (Public sector)

Add, modify, or delete a general budget reservation type (Public sector)

Create a general budget reservation (Public sector)

Encumber a general budget reservation (Public sector)

View, modify, delete, or cancel a general budget reservation (Public sector)

Relieve a general budget reservation (Public sector)

Finalize a general budget reservation (Public sector)

Carry forward general budget reservation information to a new fiscal year (Public sector)

Set up general budget reservation workflows (Public sector)

Submit a general budget reservation to workflow (Public sector)

Use project accounting with general budget reservations (Public sector)

Note

General budget reservations are available only if the following conditions are met:

  • You have Microsoft Dynamics AX 2012 R3 Cumulative Update 8 installed, with Procurement and Sourcing, and the following hotfix: KB3047235

  • The Public Sector, Encumbrance process, and Pre-encumbrance process configuration keys are selected.

  • You are using posting definitions (not required if you do not activate commitment accounting).

  • Budget control configuration is activated and configured, and budget control is turned on.