Budget check errors or warnings (form) [AX 2012]

Updated: October 17, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Procurement and sourcing > Common > Purchase requisitions > Purchase requisitions requested for me. Select a purchase requisition from the list. On the Purchase requisitions form, on the Purchase requisition lines FastTab, click Financials. You might have to expand the form to view the Financials button. If you receive a warning or error message, click Perform budget checking. To view the results, click Financials again, and select Budget check errors or warnings.

Use this form to view the details about budget errors or warnings for the value on a purchase requisition line. If your organization uses dimensions, such as departments or cost centers, you can view the budget check results for dimensions within financial accounts.

The form is empty if the budget check passes, or if your organization has not set up a budget.

You must perform a budget check before you can view the budget check results. When you perform the budget check, the budget amount that is available before the current purchase is added to the value on the selected purchase requisition line to compute the new budget amount, if any, available after the purchase.

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

Button

Description

Budget control statistics

Open the Budget control statistics form, where you can view the budget balances for a budget cycle and a budget model.

Budget control configuration

Open the Budget control configuration form, where you can set up budget control details.

Field

Description

Budget control dimension value

The financial account and dimension, if applicable, for which you performed the budget check.

Budget check result

The result of the budget check, which is Budget check passed, Budget check passed but with warnings, or Budget check failed.

Budget check result detail

A detailed explanation of the budget check results and actions that you can take to manage the error or warning.

Amount over budget

The amount by which the value for the account plus dimension in the purchase requisition line exceeds the budget funds available for the line. If the purchase requisition line has multiple account and dimension combinations, the Amount over budget is displayed for each account plus dimension combination.

Amount over budget threshold

The amount by which the purchase requisition line value exceeds the budget threshold.

Budget group

The budget group that is assigned to the dimension.

Amount over budget

The amount that exceeds the budget funds available for the dimension budget group.

Amount over budget threshold

The amount that exceeds the budget threshold for the budget group.

Ledger account

The account number that includes dimensions.

Legal entity

The legal entity associated with the ledger account.


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

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