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About budget control [AX 2012]

Updated: March 16, 2011

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

Budget control is a method of enforcing that sufficient budget funds are available for planned or actual purchases. After you set up basic budgeting, you can set up budget control.

You can set up basic budgeting and budget control based on the ledger for a legal entity. The ledger provides the chart of accounts, accounting and reporting currencies, and fiscal calendar. You can determine which financial dimensions from the chart of accounts will be available for Budgeting and budget control. You can define budget intervals, budget cycle time spans, budget thresholds, budget managers, budget groups, and the calculation that is used to check for available budget funds. The available budget funds can be verified when source documents and accounting journals are entered.

Budget control is integrated with the following areas:

  • General ledger

  • Procurement and sourcing

  • Travel and expense

  • Project management and accounting

  • Fixed assets

  • Supply chain management

Example: Budget control integrated with purchase order entry

A purchasing agent creates a purchase order that has multiple lines. The first three lines are entered. When the purchasing agent enters the fourth line, a message is displayed that the financial dimension value is over budget. The purchasing agent is not in a user group that is authorized to exceed the budget. The purchasing agent can complete the fourth line, enter additional lines, and save the purchase order in a Draft state. The purchasing agent then notifies a manager of the over-budget situation. The budget manager has the authority to exceed the budget funds available. The budget manager can open the purchase order and continue with the purchase order confirmation without changing any amounts or accounts. Subsequently, the budget manager performs a budget transfer to increase the available budget for the financial dimension value that was over budget.

Budget checking helps make sure that budget funds are available for planned or future purchases.


Main account 606300, Office supplies, is in an account structure and is a financial dimension value that is defined for budget control. A budget amount of 10,000.00 has been entered in main account 606300 by using a budget register entry. Purchase orders have been defined for budget control at line-item entry.

A purchasing agent creates a purchase order and enters an amount of 5000.00 for ledger account 606300-OU_1-OU_4571-Conference/Seminar. A budget check is performed automatically and the result of the budget check is visible on the purchase order line. If the budget check is successful, the agent can confirm the purchase order.

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