Transfer to ledger budget (form) [AX 2012]

Updated: November 23, 2010

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

Click Fixed assets > Common > Fixed assets > Fixed assets. Select a fixed asset. On the Action Pane, click Value models. Select a value model. Click Forecasting > Entry. Click Transfer.

–or–

Click Fixed assets > Inquiries > Fixed assets budget register entries. On the Action Pane, click Transfer.

Use this form to transfer the fixed asset journal lines to the specified budget. The budget account entries that are transferred can be processed automatically, based on the selections in the Create processed budget register entries when transferring budget from field group in the Budget parameters form. You can view the account entries in the Budget register entry form. (Click Budgeting > Common > Budget register entries > All budget register entries. On the Action Pane, click Edit.)

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

Button

Description

Select

Open a query that you can use to limit and sort the data to include in the transfer process. If you do not limit the data, all relevant data is included.

OK

Transfer the fixed asset transaction lines to the budget.

Field

Description

Reverse previously transferred entries

Select this check box to reverse current budget register entries during the transfer process.


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

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