Generate budget plan from budget plan (form)

  • Article

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

Click Budgeting > Periodic > Budget plan generation > Generate budget plan from budget plan.

Use this form to create budget plan scenarios from budget plans. On the Source tab, select the source information to use. On the Target tab, select the budget planning information to create or update.

Note

This topic includes information about features that were added or changed for cumulative update 7 or later for Microsoft Dynamics AX 2012 R2. This information also applies to AX 2012 R3.

Task that uses this form

Generate budget plans from source information

The following table provides descriptions for the controls in this form.

Fields

Tab

Field

Description

Header

Action

Select the action to perform when the budget plan is generated:

  • Create a new budget plan – Create a new budget plan from the source information that is provided.

  • Replace the existing budget plan scenario – Delete the existing budget plan scenario, and then create a new budget plan scenario from the source information that is provided.

  • Update the existing budget plan scenario, and append new data – Update the existing budget plan scenario with the source information that is provided.

Aggregate total by

If the budget planning processes in both the source and target budgets use both the same starting month and day and the same number of fiscal periods, you can aggregate the total budget plan lines from the source budget and insert the totals into the target budget plan.

Select the time period to create totals for in the target budget plan.

Select from the following options:

  • Fiscal year – Select this option to aggregate the source budget plan lines and insert one line per fiscal year in the target budget plan.

  • Fiscal period – Select this option to aggregate the source budget plan lines and insert one line per fiscal period in the target budget plan.

  • Day – Select this option to aggregate the source budget plan lines and insert one line per effective date in the target budget plan.

If the source and target budget planning processes do not use both the same starting month and day and the same number of periods, the selection in this field is ignored.

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Source

Budget planning process

Ledger

Document number

Budget plan

Budget plan scenario

Selection criteria

Specify the source information to use for the budget plan that you are creating. To include advanced criteria as source information, click Select to open the inquiry form.

Target

Budget planning process

Ledger

Document number

Budget plan

Budget plan scenario

Historical

Responsibility center

Budget plan preparer

Budget planning user group

Generation rules

New financial dimensions.

Specify the target information to use for the budget plan that you are creating. For the target budget plan, select the budget plan process, budget plan, budget plan scenario, and responsibility center. Depending on whether you are creating a new budget plan or updating an existing budget plan, different information is required. For more information about the budget planning process and the budget planning configuration options, see Key tasks: Configure budget planning and set up budget planning processes.

In the Historical field, select Yes to copy the line date from the source budget plan to the target budget plan.

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Starting with cumulative update 7 for Microsoft Dynamics AX 2012 R2, you can select a user group in the Budget planning user group field only if the Allow access to budget plans by user group check box is selected in the Budget planning configuration form.

In the Generation rules field group, enter the rules to use for the target budget plan lines:

  • Factor – Enter the conversion factor to apply to the source amount. For no conversion, enter 1.0.

  • Minimum – Enter the minimum amount that is allowed for a budget plan line.

  • Rounding rule – Enter the rounding format to use for the budget plan line amounts that are generated. For example, if the budget plan line amount is 2,444.44 and the rounding rule is 0.1, the budget plan line amount is 2,444.40. Enter 0.0 if you do not want to use a rounding rule.

In the New financial dimensions. field group, select new financial dimensions for the target budget plan.

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Batch

For information about the batch options in this form, and about how to submit a batch processing job, see Batch tasks (form) and Submit a batch processing job from a form.

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