Transfer purchase budget to ledger (class form) [AX 2012]

Updated: February 4, 2014

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

Click Inventory management > Periodic > Forecast > Update > Purchase budget to ledger.

Use this form to transfer inventory purchase forecasts to the ledger. The inventory purchase forecasts are copied to the forecasts for the relevant ledger accounts.

Specify the relevant budget model in the ledger, and also specify whether previous transfers should be reversed when the transfer is made. To limit the transfer, for example, by date, item number, and inventory forecast model, click Select.

The forecast transactions that are transferred are processed automatically based on the settings that are defined in the Budgeting parameters form. Click Budgeting > Setup > Budgeting parameters. Click Budget, and then select or clear check boxes in the Create processed budget register entries when transferring budget from field group.

You can view the transactions in the Budget register entry details form. Click Budgeting > Common > Budget register entries > All budget register entries. Click Edit.

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

Enter criteria on the General tab

Submit a batch processing job from a form

Button

Description

Select

Open a query form that you can use to filter and sort the forecast transactions that you want to transfer. The criteria that you select are displayed on the General tab in the Supply forecast field group.

Caution noteCaution

Before you select criteria, click the Reset button to clear the previous query.

Field

Description

Budget model

Select the budget model to which the purchase forecast transactions are transferred.

Reverse previously transferred

Select this check box to reverse forecast transactions that have already been transferred to the same ledger budget model.

Supply forecast field group

View the forecast transaction criteria that are selected in the query. To clear these fields, click the Select button. In the query form, click the Reset button to clear the previous query.


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

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