Cost category setup (form) [AX 2012]

Updated: December 12, 2010

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 > Setup > Budget model. Click Cost category setup.

NoteNote

The Cost category setup button is available only if you select Flexible budgeting in the Budget model type field in the Budget model form.

Use the Cost category setup form to create, manage, and view the setup of cost plans for flexible budgets. You can also use the form to define the following basic settings:

  • The cost categories, service categories, and cost lines that you plan in your flexible budget

  • The level of planning for the cost categories and cost lines

  • Whether there is a percentage-based cost allocation for the cost categories

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

Tab

Description

Cost categories

Enter, view, or manage the cost category for the selected budget model line.

Service categories

Enter, view, or manage the service category for the selected budget model line.

Cost lines

Enter, view, or manage the cost lines for the selected budget model line.

Button

Description

Calculation setup

Open the Calculation setup form, where you can enter the percentage that is used to calculate the selected line.

Load cost categories

Import the cost categories.

Load service categories

Import the service categories.

Calculation setup

Open the Calculation setup form, where you can set up calculations.

Cost allocation

Open the Cost allocation form, where you can view, manage, or change the percentage of distribution. By using this function, you can distribute the costs from a cost line to the cost categories.

Field

Description

Cost category

Enter, view, or manage the cost category.

Description

A description of the cost category, service category, or cost line.

Period key

The period allocation key, if there is one.

Calculated

Determine whether the cost category has been calculated.

Service category

Enter, view, or manage the service category.

Cost line

Enter, view, or manage the cost line.

Budget

Determine whether the budget of this line is based on a cost line.

Share fixed costs

If you want to use this cost line for planning, enter the percentage of the costs that are fixed.

Share variable costs

If you want to use this cost line for planning, enter the percentage of the costs that are variable.

Calculated

Determine whether the cost line has been set up for calculation in the Calculation setup form.


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

Community Additions

Show: