Select forecast positions (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click Budgeting > Common > Budget plans > All budget plans. On the Action Pane, in the New group, click Budget plan. Enter or select information in the fields that are displayed, and then click Create. In the Budget plan lines grid, select a scenario, click Add line, and then click Select forecast positions.
The information for the forecast positions is entered by human resources. When you use this form to select all forecast positions or the forecast positions for a department, the total amount for salary and benefits is added to the budget plan line.
Note
You can use the Position field on the Line details FastTab in the Budget plan form to add the salary and benefit amount for one position to the budget plan line.
This form is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Tasks that use this form
Key tasks: Create and process budget plans
Navigating the form
The following tables provide descriptions for the controls in this form.
Filters
You can filter the list of forecast positions by selecting values in the following fields.
Filter |
Description |
|---|---|
Department |
Select a department to filter the list of forecast positions by that department. |
Budget plan scenario |
Select a budget plan scenario to filter the list of forecast positions. |
Last modified date |
Enter a date to filter the list of forecast positions by the date of the last modification. |
Fields
Tab |
Field |
Description |
|---|---|---|
Source |
Position |
Select this check box to include all forecast positions. Alternatively, select the check box next to an individual forecast position to select the positions individually. Click Add to move the forecast positions to the selection grid. |
Source and selection grid |
Description Worker Job Title Department Full-time equivalent Reports to position Created date Last modified date Factor |
Provide details about the forecast position. You can use some fields to sort the list of forecast positions. Change the Factor value if the factor on the budget plan line should be more than or less than 1. For example, enter 0.5 to calculate half the salary and benefits, and to add 0.5 to the full-time equivalent (FTE) count. |
Target |
Budget plan scenario |
The budget plan scenario that was selected for the budget plan in which the budget plan lines are generated. |
Budget plan FTE scenario |
In the list of scenarios that have a Quantity unit of measure class, select the scenario for the FTE count. |
|
FTE main account |
When an FTE scenario for a budget plan is selected, select an FTE main account to use for the budget plan line that is generated. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).