Transfer actual costs in a flexible budget [AX 2012]

Updated: March 30, 2011

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

Click Cost accounting > Journals > Flexible budgeting. On the Transfer balances form, click the Transfer balances button.

Enter the following information on the General tab before you run the transfer of balances:

  • Forecast model – Select the budget model that the balances are to be transferred into. Select the Overwrite check box if all existing budget values in the selected budget model should be removed before the transfer of balances.

  • Period – Select Date interval code or From date and To date of balances to be transferred into the flexible budget.

  • Change – Specify the time shift of the balances. The Quantity field defines the number of time units for time shift. The Unit field defines the units for time shift (days, months, years). The From date and To date fields display the automatically updated date interval for the transfer.

  • Rules – Specify the factor and round-off for cost balances. Factor increases the existing transaction amounts by this factor.

  • Area – Define which types of values to transfer: Fixed costs, Variable costs, and Services.

  • Financial dimensions – Define which dimension balances to transfer by selecting the appropriate dimensions.

  • Create settings automatically – Define whether to create flexible budget settings automatically and to transfer balances for cost categories, service categories, and dimensions defined in the flexible budget model setup.

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