Cost budget (form)
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 > Cost budget.
Use this form to create, manage and view the cost budget transactions for each dimension and cost category.
The budget values are displayed for each cost category and show the amount for each period and total amount for one line. If you have selected the Show report transactions check box, the form displays the individual amount for each period.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
View all transactions. |
|
Generate periodic budget transactions based on the current line. |
Button
Button |
Description |
---|---|
Budget balances |
View the budget balances for each cost category, distributed and cumulated for each financial period. |
Fields
Field |
Description |
---|---|
Budget model |
Select or view a model for the budget line. |
Dimension |
Select or view a dimension type for the budget line. |
Number |
Select or view a dimension number for the budget line. |
Show report transactions |
Select the check box to view the individual amount of the budget transactions for each period. |
Exploded |
Indicates that the budget line is an exploded budget transaction. |
Cost category |
Select or view the cost category. |
Date |
Select or view the date from which the budget amount will be in effect. By using this field, you can limit an individual budget line in terms of time. |
Comment |
Display a comment on the budget transaction. By default, the name of the ledger account is proposed. |
Amount |
Enter or view the amount by which the line contributes to the budget. Note The budget amount is entered with a minus sign (-) preceding credit amounts. |
Total amount |
Enter or view the total amount of the budget transaction. |
Active |
Select the checkbox to include the amount in the current budget. By default, this is marked as active when a budget line is created. |
Method |
Select a method to allocate the forecast transaction to from the following options:
|
Quantity |
Enter the number of units to allocate a time interval for the forecast transaction. |
Unit |
Select a unit of time interval, such as Days, Months, or Years for the forecast transaction. |
End |
Enter the last date of the posting period for the periodic transaction. |
Period key |
Select the period allocation key for allocating the budget. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).