Budget planning configuration (form)

Article
10/09/2018

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

Click Budgeting > Setup > Budget planning > Budget planning configuration.

Use this form to configure the settings to use during the budget planning process. These parameters define, among other things, the stages that a budget plan progresses through, the workflows that are required, the priorities that can be assigned to budget plans, and the locations of budget plan templates. For more information, see About budget planning configuration and setup.

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.

Tasks that use this form

Key tasks: Configure budget planning and set up budget planning processes

Navigating the form

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

Links

Link	Description
Parameters	Select the security rules to be applied to budget plans. You can also specify how much detail to include when budget plan lines are exported to Microsoft Excel. This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.
Scenarios	Create and maintain budget plan scenarios. A budget plan scenario is a working example of a budget plan that includes the budget conditions that you might want to plan for. For example, you can create scenarios for requested, actual, and approved budget plan estimates. Some scenarios might account for 85 or 110 percent of a previously approved budget, depending on whether you want to plan for more or less funding.
Stages	Create and maintain budget planning stages. A budget planning stage includes the steps and transitions that a budget plan follows from its creation to its final adoption. For example, you might create a budget plan stage to create a budget plan for a department or a stage for the executive review process. The budgeting organization determines which stages to use.
Workflows	Create and maintain budget planning workflows. A budget planning workflow is an ordered list of the selected budget planning stages.
Scenario constraints	Create and maintain budget plan scenario constraints. Budget plan scenario constraints determine whether the budget plan scenarios can be viewed or changed for each budget planning stage.
Allocation schedules	Create and maintain allocation schedules for budget planning. The allocation schedules are used to automate allocations between budget plan scenarios.
Stage allocations	Create and maintain stage allocations for budget planning. The stage allocations associate a stage in a budget planning workflow with an allocation schedule. When you submit a budget plan to a Budgeting workflow by using a Budget planning stage allocation automated task, the allocation schedule is used to perform allocations between the source and destination budget plan scenarios.
Priorities	Create and maintain budget plan priorities. A budget plan priority lets officials set priorities among competing opportunities. This prioritization is useful when resources are limited. In a priority-based budget, resources can be allocated according to how effectively a program achieves the goals and objectives set by the local community. For example, a community might want to establish a “Clean and Green” zone in the city. Programs or services are ranked according to how well they align with the priorities. The government or legal entity then allocates funding according to the ranking.
Folders	Select the folders where budget plan attachments are saved.
Templates	Select the budget plan templates to use in the budget planning process. There are two types of budget plan templates: Justification – A text document that explains the components of the budget plan, and that justifies the cost with regard to the proposed work or activity. The justification template can be unique for each budget planning process. Worksheet – A spreadsheet document that includes the line details of the budget plan in a budget planning stage, such as employee salaries or the cost of a project. The worksheet template can be unique for each budget planning process.

Button

Button	Description
Translations	Open the translation form, where you can provide a translation for budget planning labels and descriptions. For example, you can provide a custom French translation for the label and description for Budget planning stage. The custom translations are visible to users who use the targeted system languages. A custom translation is useful if your organization has workplaces in multiple countries/regions.

Translations

Open the translation form, where you can provide a translation for budget planning labels and descriptions. For example, you can provide a custom French translation for the label and description for Budget planning stage. The custom translations are visible to users who use the targeted system languages. A custom translation is useful if your organization has workplaces in multiple countries/regions.

Fields

Link	Field	Description
Parameters	Security model	The security for budget plans is determined by the security model that you select for each legal entity in your organization. Select from the following options: Based on worker positions – All budget plan preparers who are associated with workers whose positions report to an organization unit in the budget planning organization hierarchy can access the budget plans. Based on security organizations – All users who are granted access to an organization in the security roles can access the budget plans for that organization. To enable this security model, the organization hierarchy used must have both Security and Budget planning purposes assigned. For more information, see Organization hierarchies, Configure budget planning security, and Configuring Budget Planning for Microsoft Dynamics AX 2012 R2.
	Allow access to budget plans by user group	Select this check box to control access to budget plans by user group. For each budget plan, you can select a budget planning user group when you create a budget plan, or in the Budget plan form. This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.
	Limit the associated budget plan lines to include	Select this check box to reduce the number of budget plan lines to include in an Excel file, which makes the process of generating the Excel workbook faster. Use the Number of levels of associated budget plan lines to include field to specify the amount of detail to include. Clear this check box to include all child budget plan lines in workbooks. This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.
	Number of levels of associated budget plan lines to include	Enter 0 to include budget plan lines from only the selected budget plan, and not from any child budget plan lines. Enter 1 to include budget plan lines from the first child level below the selected budget plan. Enter incrementally larger numbers to include budget plan lines from other child levels. This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.
Scenarios	Budget plan scenario	The name of the budget plan scenario.
	Description	A brief description of the budget plan scenario.
	Unit of measure class	The type of unit type of measure to use for the budget plan scenario estimate, such as monetary or a quantity.
	Default unit of measure	The default unit of measure to use for the budget plan scenario estimate.
Stages	Budget planning stage	The name of the budget planning stage.
	Description	A brief description of the budget planning stage.
Workflows	Budget planning workflow	The name of the budget planning workflow. Distinct from a Budgeting workflow, a budget planning workflow is an ordered list of budget planning stages. The budget planning workflow and Budgeting workflow are used together to move a budget plan through the budget planning process.
	Description	A brief description of the budget planning workflow.
	Workflow ID	The identifier for the Budgeting workflow that is used in the budget planning process. For more information about Budgeting workflows, see Set up Budgeting workflows and “Workflows” in About budget planning configuration and setup.
	Require parent budget plan	Select this check box to require a parent budget plan for budget plans that use this workflow. You might use this option for workflows that you’ll use for department budgets that must roll up to other budgets. This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.
	Do not allow budget plans to be deleted	Select this check box to prevent the budget plan that uses this workflow from being deleted. The Delete button won’t be available for budget plans that use this workflow. This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.
	Do not allow budget plans to be reset	Select this check box to prevent the budget plan that uses this workflow from being reset. The Reset button won’t be available for budget plans that use this workflow. This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.
	Selected planning stages	The budget planning stages that are included in the budget planning workflow. The budget planning stages progress in the order that they are listed. Budget planning stages can be arranged in the list by using the Move up and Move down buttons.
	Remaining planning stages	The unused budget planning stages. Budget planning stages can be added to or removed from the budget planning workflow by using the << Add and Remove >> buttons.
Scenario constraints	Budget planning workflow and stage	The budget planning stages that are defined for a budget planning workflow in the budget planning configuration. When you click Add, you can select a budget planning stage, budget plan scenario, and access level.
	Budget plan scenario	Select the budget plan scenario for the budget planning stage. You can select more than one scenario for a budget planning stage.
	Access level	Select the access level for each scenario in every budget planning stage. The access level determines which scenarios can be viewed or changed during each budget planning stage. Each scenario can have an access level of View or Edit. For more information, see “Budget planning stage rules and scenario constraints” in About budget planning configuration and setup.
Allocation schedules	Allocation schedule	Enter the name of the budget planning allocation schedule.
	Allocation method	Select one of the following allocation methods: Allocate across periods – Allocate the budget plan lines from the source budget plan scenario across periods in the destination scenario. Select the period allocation key in the Period key field. Allocate to dimensions – Allocate the budget plan lines from the source budget plan scenario across the financial dimensions in the destination scenario. Select the budget allocation term in the Allocation term field. Aggregate – Aggregate all the budget plan lines from the source scenario in the associated budget plans to the destination scenario in the parent budget plan. Distribute – Distribute the budget plan lines from the source budget plan scenario in the parent budget plan to the destination scenario in the associated budget plans.
	Ledger	Select the ledger for the allocation. You must select the same ledger that you selected for the budget planning process that contains the budget planning workflow and stage for the allocation.
	Budget allocation term	If you selected Allocate to dimensions, select a budget allocation term.
	Period key	If you selected Allocate across periods, select a period key.
	Source scenario	Select a budget plan scenario for the allocation source. All the budget plan lines for the scenario will be allocated.
	Destination scenario	Select a budget plan scenario for the allocation destination.
	Multiply by	Enter a value by which to multiply the currency amounts or quantities in the source scenario.
Stage allocations	Budget planning workflow and stage	Select the budget planning stage and workflow for the allocation.
	Allocation schedule	Select the allocation schedule for the budget planning stage and workflow.
Priorities	Budget plan priority	The name of the budget plan priority.
	Description	A brief description of the budget plan priority.
Folders	Budget plan folder	The folders where budget plan attachments are saved. These folders are accessed at different times and by different users during the budget planning process. Therefore, the folders should be kept in a reliable location.
Templates	File name	The location and file name for the template.
	Template type	The type of template: Justification – A text document that explains the components of the budget plan, and that justifies the cost with regard to the proposed work or activity. Worksheet – A spreadsheet document that includes the line details of the budget plan in a budget planning stage, such as employee salaries or the cost of a project.

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