Budget planning rules (form)

  • Article

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

Click General ledger > Setup > Chart of accounts > Configure account structures. On the Action Pane, click Budget planning rules.

Use this form to define budget planning rules for the selected account structure. You can use budget planning rules to link a financial dimension or multiple financial dimensions to a main account or to a range of main accounts. Budget planning rules are identical to advanced rules, and both types of rules can be used for budget plans. However, budget planning rules can be used in budget plans to support and validate financial dimensions that are not part of general ledger account structures.

This form is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Note

To print financial reports, you can use the traditional financial statements that are included with Microsoft Dynamics AX, or you can use Management Reporter. For more information about how to print financial reports using Management Reporter, see Management Reporter for Microsoft Dynamics ERP.

Task that uses this form

Create advanced account structures and rules for budget planning

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

Buttons

Button

Description

New

Create an advanced rule. Enter the rule identifier and name.

Delete

Delete the selected advanced rule.

Edit advanced rule

Modify the selected advanced rule.

Restore

Restore the original settings from when the selected advanced rule was first activated.

Add filter

Add financial dimension constraints to the selected advanced rule.

Add

Add an advanced rule structure to the advanced rule.

Note

This button is available only if the account structure that you are creating an advanced rule for has a status of Draft. Click Edit advanced rule to enable this button and to change the status of the account structure to Draft. In the Configure account structures form, a different account structure is displayed on each tab. The title of the tab indicates if the account structure has an Active status or a Draft status.

Remove

Remove the selected advanced rule structure from the advanced rule.

Note

This button is available only if the account structure that you are creating an advanced rule for has a status of Draft. Click Edit advanced rule to enable this button and to change the status of the account structure to Draft. In the Configure account structures form, a different account structure is displayed on each tab. The title of the tab indicates if the account structure has an Active status or a Draft status.

Advanced rule structures

Open the Advanced rule structures form, where you can create and update advanced rule structures.

Fields

Field

Description

Advanced rule

The identifier of the advanced rule.

Name

The name of the advanced rule.

Account structure

The account structure that the advanced rule applies to.

Status

The status of the selected advanced rule. To activate an advanced rule, you must activate the advanced rule structure that contains the advanced rule.

Draft

If this check box is selected, the advanced rule is not active.

Apply this advanced rule when

Enter the criteria to use for the selected advanced rule. Click Add filter to add criteria, and then select the appropriate options to create the criteria. You might have to scroll down to view all of the criteria.

Advanced rule structure

The advanced rule structure that will be used for the selected advanced rule.

Name

The name of the advanced rule structure.

See also

Advanced rule structures (form)

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