Cost budget (form) [AX 2012]

Updated: July 8, 2011

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.

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

Tab

Description

Overview tab

View all transactions.

General tab

Generate periodic budget transactions based on the current line.

Button

Description

Budget balances

View the budget balances for each cost category, distributed and cumulated for each financial period.

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.

NoteNote

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:

  • None – The forecast is not allocated.

  • Period – The forecast is allocated based on the quantity and unit specified in the Quantity and Unit fields. This method is used if forecast with the same quantity per period.

  • Key – The forecast is allocated according to the period allocation key specified in the Period key field. This method is used if you want to take seasonal variation into account.

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.


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

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