Budgeting roadmap
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
This topic is a roadmap to additional information about Budgeting in Microsoft Dynamics AX 2012. It includes links to information about how to get started, configure, and use Budgeting, and which modules integrate with Budgeting.
You can use Budgeting to set up, create, and view budgets. Budgeting can include budget control, which you can use to monitor the budget funds that are available for planned and actual purchases and expenditures. You can create budget register entries for the original budget, budget transfers, and budget revisions. You can also create budget register entries for encumbrances and pre-encumbrances for purchases and planned expenditures. Budget register entries can be created automatically when budgets are transferred to the general ledger from other modules, such as Project management and accounting or Fixed assets.
You can determine which financial dimensions from the chart of accounts are available for basic budgeting and budget control. When you configure budget control, you define budget intervals, budget cycle time spans, budget thresholds, budget managers, budget groups, and the calculation that is used to check for available budget funds. The available budget funds can be verified when source documents and accounting journals are entered. You can view the status and history of budget register entries, budget control statistics, actual versus budgeted amounts, budget details, and budget funds available.
In Budgeting, you can configure and set up budget planning processes based on the budget cycles and ledger for your organization. The budget planning processes contain stages and workflows that automatically route budget plans for review and approvals. You can compare and analyze the budget plans that contain data in multiple scenarios, so that you can develop and adopt optimal budget proposals that work well for your organization.
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Configuring budget planning (white paper) Configuring budget plan templates (white paper) Budget planning for Dynamics AX 2012 R2 reporting by using Management Reporter (blog) Strategies for Using the Budget Planning Analysis Data Cube in Microsoft Dynamics AX 2012 R2 (white paper) Microsoft Dynamics AX Forum (forum) Help and Resources Datasheet for Dynamics AX 2012 (download) Lifecycle Services* (cloud-based workspace) * In order to use Lifecycle Services, you must have a CustomerSource or PartnerSource account, and have created a project. For more information, see the Lifecycle Services for Microsoft Dynamics User Guide (LCS) |
Get started
This section provides information to help you learn about Budgeting and how you can use it in your AX 2012 implementation.
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More information |
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Learn about Budgeting |
Budgeting lets you set up, create, and view budgets. It includes Budget control, which you can use to monitor budget funds for planned and actual purchases and expenditures. You can also set up budget planning processes based on the budget cycles and ledger for your organization. |
We recommend that you become familiar with the concepts provided by the following links before you set up and use Budgeting. |
Learn what’s new in Budgeting |
Review new and changed Budgeting features since the release of AX 2012 |
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Configure
Prerequisites
This section describes the requirements and the information that you must compile before you set up basic budgeting, budget control, and budget planning.
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Basic budgeting and budget control setup overview |
Budgeting includes three primary configuration keys: Budget, Budget control, and Public Sector. Budgeting also requires additional information that you must compile before you set up basic budgeting or budget control. |
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Budget planning overview |
Budget planning has requirements that you must complete before you configure budget planning, such as setting up the budget organization hierarchy, creating budget plan templates, and setting up Budgeting workflows. |
Set up
This section provides information about how to set up basic budgeting, budget control, and budget planning.
Task |
Details |
More information |
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Review basic budgeting and budget control setup |
Review a summary about the setup for basic budgeting and budget control. |
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Set up and maintain basic budgeting and budget control |
Create a budget for your organization. Establish budget amounts for the financial dimension values of the financial dimensions that are enabled for Budgeting. |
About creating a budget from transaction accounts and total accounts Define Budgeting parameters and number sequences Define financial dimensions for Budgeting |
Review budget planning configuration and setup |
Configure budget planning and set up budget planning processes. |
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Create budget plan templates manually |
Create budget plan templates for Microsoft Excel and Microsoft Word. After you create budget plan templates, you can create Excel worksheets and Word justification documents that are linked to the budget plan tables in AX 2012. |
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Create budget plan worksheet templates by using a wizard |
Create an Excel template for budget plan worksheets by using a wizard. You can decide which fields to use for the worksheet header, which columns to include, and which matrix fields to create. Each template is specific to a legal entity and an account structure. |
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Key tasks: Configure budget planning and set up budget planning processes |
Define budget planning elements, such as budget plan scenarios and budget planning stages, that you use when you set up a budget planning process. When you set up a budget planning process, you combine the budget planning elements into a single process for a budget cycle, ledger, and budget organization hierarchy. |
Key tasks: Configure budget planning and set up budget planning processes |
Set up proposed assets and proposed projects for budget plans |
Select a proposed asset or a proposed project for a budget plan line. Proposed assets are placeholders for fixed assets that are planned, but that have not yet been acquired in Fixed assets. Proposed projects are placeholders for projects that are planned, but that have not yet been created in Project management and accounting. |
Set up proposed assets and proposed projects for budget plans |
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Use
This section describes how to use budgeting, budget control, and budget planning.
Task |
Details |
More information |
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Create budget register entries |
Create budget amounts by entering budget register entries. |
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View the status and history of budget register entries |
View budget register entries to help you track and audit budget activities. |
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Examples: Budgeting and budget control |
Review examples of how budgeting and budget control show the balances and results for budget register entries, and examples that describe manual budget reservations and how to set up a budget group. |
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Scenario: Use budget control on a purchase order |
Review a scenario of how to use budget control when you create a purchase order in Procurement and sourcing. |
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Create and process budget plans |
Manually create a budget plan and submit it to workflow to be routed through your organization for review and approval. |
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Generate budget plans from source information |
Create or update budget plan scenarios by using information from an external source. The external source can be the general ledger, other budget plans, fixed assets, or human resources. The steps are the same, regardless of the source. |
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Reports
This section includes information about reports for Budgeting.
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Microsoft SQL Server Reporting Services reports |
Several Reporting Services reports for Budgeting are provided in the Report catalog. |
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Budgeting and financial reports |
To create, maintain, deploy, and view financial reports, you can use Management Reporter for Microsoft Dynamics ERP (recommended), or you can use the traditional financial statements that are included with AX 2012. You can use Management Reporter to report on budget planning data only if you have rollup 4 or later for Management Reporter 2012 installed. |
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Microsoft SQL Server Analysis Services reports |
The Budget control cube is used to analyze data from budget register entries. Analysis of this data helps organizations effectively manage their approved budgets and make decisions based on accurate information. The Budget plan cube is used to analyze data from the budget plan documents. Analysis of budget planning data is required for organizations to effectively manage their budget planning process and make decisions based on accurate information. |
Budget control cube (BudgetControlCube) for Microsoft Dynamics AX 2012 R2 and R3 Budget plan cube (BudgetPlanCube) for Microsoft Dynamics AX 2012 R2 and R3 |
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Integration of Budgeting
Budgeting can be integrated with the following modules:
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