Period budgets (form) [AX 2012]

Updated: May 26, 2011

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

Click Budgeting > Common > Budget register entries > All budget register entries. Double-click an existing budget register entry, or click Budget register entry on the Action Pane to create a budget register entry. In the Budget account entries grid, click Related information > Budget register entries. Then click Budget balances.

Use this form to view the following information for the selected budget register entries:

  • The budget balances by period, which can include revisions to a budget as of a specific date

  • The accumulated amount

  • The accumulated percentage of the sum of the budget for all the periods

The following table provides descriptions for the controls in this form.

Field

Description

Amount type

Select the amount type, Expense or Revenue, to determine the type of balances to display. The initial amount type is determined by the selected budget account entry.

Period start

The first date of each period that is defined for the fiscal year in which the budget account entry falls.

Original budget

The budget balance for the period, which is the sum of processed original budget register entries and the following subledger budget register entry types: Project, Demand forecast, Supply forecast, and Fixed assets.

Revised budget

The revised budget balance for the period, which is the sum of the processed original budget calculation, processed amendments, processed transfers, and processed carry-forward amounts.

Accumulated revised

The accumulated total of the revised budget amounts from one fiscal period to the next.

Percentage in total

The percentage of the revised period budget balance relative to the overall revised budget amount.

Apportionment

The sum of apportionment budget register entries for the selected budget model, financial dimension values, and period.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Accumulated apportionment

The running total of apportionment budget register entries for the selected budget model and financial dimension values throughout the period.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Apportionment percent

The percentage of the period apportionment relative to the overall accumulated apportionment.

NoteNote

This control is available only if the Public Sector configuration key is selected.


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