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.

NoteNote

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.

NoteNote

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:

Button

Description

Plan values

Enter the plan values.

Workload

Enter the percentage of load.

Calculation

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).

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