Transfer sales 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 > Sales budget to ledger.

Use this form to transfer inventory sales forecasts to the ledger. The inventory sales forecast is copied to the forecast for the relevant ledger accounts.

Specify the relevant budget model, whether both sales and consumption accounts should be transferred, and whether previous transfers should be reversed by the new transfer. You can limit the transfer, for example, by date, item number, and inventory forecast model, by clicking the Select button.

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 information about 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 Demand 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 sales forecast transactions are transferred.

Sales order

Select this check box to transfer revenue.

Consumption

Select this check box transfer consumption.

Reverse previously transferred

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

Demand 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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