Add, modify, or delete a general budget reservation type (Public sector) [AX 2012]

Updated: March 19, 2015

Applies To: Microsoft Dynamics AX 2012 R3

You can create different types of general budget reservation in order to specify various requirements, according to your purchasing needs. For example, you might create three reservation types for use with purchase requisitions, purchase orders, and vendor invoices. A reservation type also defines characteristics, such as workflow, and default values of the general budget reservation.

NoteNote

General budget reservations are available only if the Public Sector configuration key is selected and if Microsoft Dynamics AX 2012 R3 Cumulative Update 8 is installed with the following hotfix: KB3047235

To create a new type of general budget reservation, use the following steps.

  1. Click Budgeting > Setup > General budget reservations > Reservation type.

  2. On the Action strip, click New.

  3. In the Reservation type field, enter a name for the new type of general budget reservation.

  4. In the Description field, add a description.

  5. In the Relieving document field, select the value that you want.

  6. Click Close.

To make changes to a reservation type, as long as it is not being used by an active general budget reservation, use the following steps.

  1. Click Budgeting > Setup > General budget reservations > Reservation type.

  2. In the Reservation type column, click the type that you want to change.

  3. Change the values in the various fields as needed.

  4. Click Close.

To delete to a reservation type, as long as it is not being used by an active general budget reservation, use the following steps.

  1. Click Budgeting > Setup > General budget reservations > Reservation type.

  2. In the Reservation type column, click the type that you want to remove.

  3. On the Action strip, click Delete.

  4. In the confirmation dialog box, click Yes.

  5. Click Close.


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

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