View budget activities for apportionments (Public Sector)

  • Článek

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

You can track and audit budget activities for apportionments by viewing budget register entries, budget balances, budget control statistics, and actual versus budget totals from the following list pages and forms:

View budget activities for apportionments

  • Budget register entries (Click Budgeting > Common > Budget register entries > All budget register entries.)

    You can view all of the budget register entries that includes original budget and apportionments, on the Budget register entries list page.

  • Period budgets (Click Budgeting > Common > Budget register entries > All budget register entries. Select a budget account entry and then click Related information > Budget register entries > Budget balances.)

    Use this form to view budget and apportionment balances by period, accumulated amounts, and the accumulated percentage of the sum of the budget and apportionments for all periods.

  • Budget control statistics (Click Budgeting > Inquiries > Budget control statistics.)

    Use this form to view the budget balances for a budget cycle and budget model. For additional details, select a line in the grid and then click Apportionments. After purchase requisitions and purchase orders have been posted, you can use the Budget control statistics form to view the budget reservations for encumbrances and pre-encumbrances.

  • Ledger - actual vs. budget inquiry (Click Budgeting > Inquiries > Actual vs. budget.)

    Use this form to view actual expenditures versus the sum for the budget register entries for the period. The Apportionments field contains a sum of all the apportionment budget register entries for the budget model and dimensions values. The Variance amount field displays the result of the following calculation: Apportionment for the period – Actual for the period = Variance amount for the period.

    Poznámka

    When the Use only apportioned amount check box is selected for the budget funds available calculation, original budget, transfers, and revisions are still tracked but not used in the calculation.

For more information, see Zobrazení stavu a historie rozpočtových položek registru