Budget transfer rules (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Budgeting > Setup > Basic budgeting > Budget transfer rules.
Use this form to specify when budget transfers can occur between financial dimension values. Even after you enter rules in this form, to activate the rules, you must select Use rules for budget transfers in the Budget parameters form.
Note
When a budget transfer rule is violated, you can configure a budgeting workflow to route an approval for the budget transfer. For example, a budget transfer rule could allow budget transfers only within a department. If a budget transfer between departments is submitted, a workflow could route the budget register entry to a user or user group for approval.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
|---|---|
New |
Create a budget transfer rule. |
Delete |
Delete the selected budget transfer rule. |
Copy |
Copy the selected rule and specify the new rule name and description. |
Add |
Add a rule member. You can add multiple rule members. |
Remove |
Remove a rule member. |
Edit |
Change the selected rule member. |
Fields
Fields |
Description |
|---|---|
Budget transfer rule |
Enter the name for the rule. |
Description |
Enter a description for the rule. |
Account structure |
Select the account structure that includes the financial dimension values. |
Allow transfers when |
Specify the criteria for the rule member. You cannot have overlaps in the criteria in the same rule. However, you can have overlaps in criteria across rules so that the same financial dimension value can belong to two or more budget transfer rules. Note If no criteria are specified, the rule applies to all financial dimension values. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).