Flexible budget (form) [AX 2012]

Updated: December 8, 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 > Journals > Flexible budgeting.

Use this form to create, maintain, and view the whole budget planning process. This form is the main navigation form for all your work regarding the flexible budget.

NoteNote

When you create a new plan, you must select a budget model and specify a posting year. You can create only one flexible budget per posting year and budget model. The transaction years correspond to the periods in the ledger account section. A period must have been previously created, but it does not have to be open. If you need more than one plan per year, you must create several budget models.

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

Tab

Description

Overview tab

Enter, maintain, and view the budget model, the fiscal year, and other settings for the flexible budgets.

General tab

View all settings for the flexible budget.

Button

Description

Plan values

Open the Plan cost values form to enter budget values.

Workload

Create, maintain, and view the work load for the various dimensions.

Calculation

Calculate the plan allocations and cost rate calculations.

Transfer balances

Transfer actual balances on the various cost and service categories to the flexible budget.

Field

Description

Flexible budget model

Select a flexible budget model.

Budget model

Select or view a budget model.

Fiscal year

Select a fiscal year.

NoteNote

You can use the budget model only one time per fiscal year. To create more than one plan, you must create several forecast models.

Locked

Select this check box to prevent any changes to the flexible budget.

Calculated

This check box is read-only and indicates whether the plan is already calculated.

Calculation version

Select a calculation version to calculate the flexible budget.


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

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