Ledger - Actual vs. budgeted inquiry (form) [AX 2012]

Updated: February 23, 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 > Inquiries > Actual vs. budget.

Use this form to view the actual expenditures, original budget, and revised budget for the selected budget model, financial dimension values, and fiscal year. The budget amounts are the sum of the expense and revenue budget amounts. The actual amounts are the sum of the debits and credits that are posted against the selected financial dimension values.

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

Button

Description

Select

Open a form in which you can enter search criteria.

Update totals

Calculate the data and update the grid based on the selected budget model, financial dimension values, and fiscal year information.

Field

Description

Budget model

Select the budget model to view balances for. This list includes all budget models, even those that are stopped.

Include submodels

If the selected budget model has submodels, select this check box to include budget balance information from the submodels. If you include submodels, the sum of the original budget register entries across the budget models is included for submodels for the fiscal period.

Fiscal calendar

Select a fiscal calendar for the legal entity, and then enter a range of fiscal years in the From fiscal year and To fiscal year fields.

From fiscal year

Select the first fiscal year in the range of fiscal years to view information for.

To fiscal year

Select the last fiscal year in the range of fiscal years to view information for. To view information for a single fiscal year, select the same year in the From fiscal year and To fiscal year fields.

Period start

The first date of each period that is defined for the fiscal year or years.

Original budget

The budget balance for the period, which consists of the sum of the budget register entries that have a document status of Completed and a budget type of Original budget, Project, Fixed assets, Demand forecast, or Supply forecast.

Preliminary budget

The sum of the preliminary budget register entries that have a document status of Completed for the selected financial dimension, budget model, and time period.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Revised budget

The sum for the period, which consists of the sum of the budget register entries that have a document status of Completed and a budget type of Original budget, Revision, Transfer, Carry-forward budget, Project, Fixed assets, Demand forecast, or Supply forecast.

Apportionments

The sum of the apportionments budget register entries that have a document status of Completed for the selected financial dimension, budget model, and time period.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Actual expenditures

The ledger balances for the period. These balances consist of the sum of the posted entries for the financial dimensions for the time period in the current posting layer.

Variance amount

The result of the revised budget for the period, minus the actual expenditures for the period.


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