Budget overview (form) [AX 2012]

Updated: October 17, 2012

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 > Budget overview.

Use this form to manage or view the budget costs that are created in the cost budget and service budget.

Use the Budget register entries form to view forecast transactions that have been transferred to a ledger budget.

The budget register entries that are transferred can be processed automatically based the selections in the Create processed budget register entries when transferring budget from field group in the Budget area of the Budget parameters form.

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

Tab

Description

Overview

View all the dimension budget lines.

Cost categories

View the cost categories that have budget amounts for this dimension.

Service categories

View the service categories that have budget quantities for this dimension.

Cost lines

View the cost lines that have budget amounts or quantities for this dimension.

Button

Description

Cost budget

Open the Cost budget form, in which you can enter cost budget values.

Service budget

Open the Service budget form, in which you can enter service budget values.

Transfer budgets

Open the Transfer from form, in which you can transfer budget values from or to a ledger budget.

Field

Description

Budget model

Use this filter to select a budget model.

Dimensions

Use this filter to select a dimension type.

All dimensions

Select this check box to show all dimensions, even the dimensions that do not have a budget value.

Number

The number of the dimension that you selected.

Description

The description of this dimension.

Amount fixed

The total budget fixed amount for this dimension.

Amount variable

The total budget variable amount for this dimension.

Total amount

The total budget amount for this dimension.

Cost category

The cost category.

Description

The description for the cost category.

Amount fixed

The total budget fixed amount for the cost category.

Amount variable

The total budget variable amount for the cost category.

Total amount

The total budget amount for the cost category.

Service category

The service category.

Description

The description for this service category.

Credit quantity

The total budget credit quantity for this service category.

Debit quantity

The total budget debit quantity for this service category.

Cost line

The cost line number.

Description

The cost line description.

Quantity

The cost line quantity.

Amount fixed

The total budget fixed amount for this cost line.

Amount variable

The total budget variable amount for this cost line.

Total amount

The total budget quantity for this cost line.


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

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