Transfer balances to budget (form) [AX 2012]

Updated: November 24, 2010

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

Click Budgeting > Common > Budget register entries > All budget register entries. Select a budget register entry. On the Action Pane, click Edit. Click Transfer balances.

Use this form to transfer ledger balances to the budget.

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




Create the budget account entries.


Open the advanced filter inquiry form.



Fiscal year

Select the fiscal year for the transfer.

Start date

Enter the starting date of the period of time when ledger balances will be transferred.

End date

Enter the ending date of the period of time when ledger balances will be transferred.


You enter a starting date of the first day of the month and an ending date of the last day of the month. The ledger daily balances for each day in the month will be transferred to the budget register entry.


Enter the number of units for which balances will be transferred to the budget. The unit is selected in the Unit field.

For example, if you have a balance in February and you enter 3, the balance is shifted by three months, and will be created in May of the same year.


Select the unit (Days, Months, or Years) to use when shifting the date for when the budget balances will be created.


Enter text for the Comments field that appears on the budget account entry.


Enter the factor by which the selected balances will be multiplied before budget account entries are created. The default value for the field is 1.0.


You want the budget balances to be 10 percent higher than the realized balances, so you enter a factor of 1.10.


Enter the minimum amount that a realized balance must meet to be transferred to the budget.

For example, if you enter 500.00, balances that are less than 500.00 are not transferred to the budget.


Enter the unit that will be used to round the balances that are selected to be transferred to the budget.


You enter a round-off unit of 10.00 and you transfer an amount of 1,983.00. The transferred budget balance would be 1,990.00.

Transfer credits as revenue

Select this check box to transfer credit ledger balances as revenue budget amounts.

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