Project budget status (form) [AX 2012]

Updated: March 30, 2011

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. On the Action Pane, click the Financials tab. In the Project group, click Project budget status.

–or–

Click Accounts payable > Common > Vendor invoices > Pending vendor invoices. On the Action Pane, click the Financials tab. In the Project group, click Project budget status.

Use this form to review the effects that a purchase will have on project budgets. This makes it easy for you to monitor the amounts that have been spent and the amounts that remain in your project budgets.

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

Button

Description

Item details

View all lines that contain a distribution to the selected project and category.

Field

Description

Project

A project that receives a distribution from the purchasing document.

Category

A category that is associated with the project on the purchasing document.

Amount

The total of all distributions from the purchasing document to the specified project and category.

Remaining budget for period

The amount that remains in the project budget during this budget period for this category after this purchase is subtracted from the budget.

Budget period

The name of the project budget period that the remaining budget is calculated for. This can be a fiscal period, a quarter, a year, project-to-date, year-to-date, or the life of project.

Total remaining budget

The total amount that remains in the project budget for this category after this purchase has been subtracted from the budget.

Budget defined

Indicates whether budget control has been enabled for the project and category on the line.

Line

The line on the purchase document that includes the selected project and category.

Item number

The identification number for the item.

Product name

A brief description of the item.

Quantity

The number of items.

Cost price

The cost price per unit in the accounting currency.

Budget amount

The amount by which the document line reduced the remaining budget for the project and category.


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

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