Generate budget plan from fixed assets (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click Budgeting > Periodic > Budget plan generation > Generate budget plan from fixed assets.
Use this form to create budget plan scenarios from fixed assets. On the Source tab, select the source information to use. On the Target tab, select the budget planning information to create or update.
Task that uses this form
Generate budget plans from source information
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Tab |
Field |
Description |
---|---|---|
Header |
Action |
Select the action to perform when the budget plan is generated:
|
Source |
Ledger Fixed asset budget Selection criteria |
Specify the source information to use for the budget plan that you are creating. To include advanced criteria as source information, click Select to open the inquiry form. |
Target |
Budget planning process Ledger Document number Budget plan Budget plan scenario Responsibility center Budget plan preparer Budget planning user group Generation rules |
Specify the target information to use for the budget plan that you are creating. For the target budget plan, select the budget plan process, budget plan, budget plan scenario, and responsibility center. Depending on whether you are creating a new budget plan or updating an existing budget plan, different information is required. For more information about the budget planning process and the budget planning configuration options, see Key tasks: Configure budget planning and set up budget planning processes. In the Generation rules field group, enter the rules to use for the target budget plan lines:
|
Batch |
For information about the batch options in this form, and about how to submit a batch processing job, see Batch tasks (form) and Submit a batch processing job from a form. |
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