About flexible budgets [AX 2012]

Updated: October 17, 2012

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

Before you create a flexible budget, you must create and set up a flexible budget model in the Budget model form.

After you set up a flexible budget model, you create a flexible budget in the Flexible budgeting form.


There can be only one flexible budget per year and per budget model.

Select the following fields in the Flexible budgeting form:

  • Flexible budget model – Select the budget model created in the Budget model form

  • Fiscal year – Select the first date in the new fiscal year.


You can select only one flexible budget per year per budget model.

  • Locked –The current flexible budget is not considered for the calculation.

  • Calculated –The calculation for this flexible budget was performed.

  • Calculation version – You must create and set up a new calculation version specifically for the flexible budget. It is important to select the following value types:

    • Basic plan costs

    • Flexible plan costs

    • Target costs

The Flexible budgeting form contains the following buttons:



Plan values

Enter the plan values.


Enter the percentage of load.


Run the plan calculation batch job.

Transfer balances

Copy the actual costs in the flexible budget.

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