Budget transfer rules (form) [AX 2012]

Updated: February 24, 2011

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.


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.

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




Create a budget transfer rule.


Delete the selected budget transfer rule.


Copy the selected rule and specify the new rule name and description.


Add a rule member. You can add multiple rule members.


Remove a rule member.


Change the selected rule member.



Budget transfer rule

Enter the name for the rule.


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.


If no criteria are specified, the rule applies to all financial dimension values.

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