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Budget parameters (form) [AX 2012]

Updated: March 18, 2015

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

Click Budgeting > Setup > Budgeting parameters.

Use this form to enable budget transfers, specify options for revenue budgets, and specify number sequences for budget register entries.

NoteNote

This topic has been updated to include information about features that were added or changed in the following hotfix for Microsoft Dynamics AX 2012 R3 Cumulative Update 8: KB3047235

If you’re in the public sector and you use general budget reservations, see also Set up general budget reservation rules and reservation types (Public sector).

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

Link

Description

Budget

Set up budget transfers, revenue budget options, an allocation key for cash flow forecasts, and a budget journal for budget appropriations.

Number sequences

Set up number sequences for Budgeting.

Field

Description

Allocation key

Select the allocation key that specifies how the cash flow forecast budget is used. For more information, see Period allocation categories (form).

Use rules for budget transfers

Select this check box to enable budget transfer rules to verify budget register entries that are used to transfer budget funds.

Check revenue budget for zero budget balances

Select one of the following options if a budget register entry will cause a revenue budget to go lower than zero:

  • None – Allow a revenue budget to go lower than zero.

  • Provide warnings – Allow a revenue budget to go lower than zero, but provide a warning.

  • Prevent budget update – Prevent a revenue budget from going lower than zero.

Time period for budget balances

Select a time period for revenue budget balances to aggregate for budget checking. The budget check is performed only when Provide warnings or Prevent budget update is selected in the Check revenue budget for zero budget balances field.

Project

If budget control is turned off, select this check box to transfer project budget forecasts as Completed budget register entries. If this check box is not selected, the project budget forecasts are transferred as Draft budget register entries.

Fixed assets

If budget control is turned off, select this check box to transfer fixed asset budget forecasts as Completed budget register entries. If this check box is not selected, the fixed asset budget forecasts are transferred as Draft budget register entries.

Demand forecast

If budget control is turned off, select this check box to transfer demand budget forecasts as Completed budget register entries. If this check box is not selected, the demand budget forecasts are transferred as Draft budget register entries.

Supply forecast

If budget control is turned off, select this check box to transfer supply budget forecasts as Completed budget register entries. If this check box is not selected, the supply budget forecasts are transferred as Draft budget register entries.

Budget journal

Select a journal name for budget appropriations, if Enable budget appropriation is selected in the General ledger parameters form. This budget journal must have a journal type of Budget in the Journal names form. For more information, see Journal names (form) (Project).

Before you can select Enable budget appropriation, you must select Use posting definitions in the General ledger parameters form, and create posting definitions and transactions posting definitions. Then, when you enter a budget register entry for one of the accounts or financial dimension combinations that are used in the match criteria of the posting definition, a voucher is created in the general ledger for the generated entry from the posting definition. The generated entry uses the journal number from the selected budget journal.

Use French public sector accounting rules

Select this check box to use the accounting documents and accounting rules that are required for public sector entities in France. In addition, the Public Sector configuration key and the French regulatory subkey must be selected.

NoteNote
This control is not available if AX 2012 R3 CU8 is installed with the hotfix KB3047235.

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

In earlier versions, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.

Regulatory

The type of document that is required for local public sector accounting rules. Keep these considerations in mind:

  • Select General budget reservation if you plan to use that type of document in purchasing.

  • If you are a French public sector entity, select Commitments (France). This selection is available only if the French regulatory subkey is selected.

NoteNote

This control is available only if AX 2012 R3 CU8 is installed with hotfix KB3047235, and if the Public Sector configuration key is selected.

Reference

The entry for the number sequence.

Number sequence code

Select a number sequence code for the reference. The available codes are set up in the Number sequences form.


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