Generate budget register entry (form) [AX 2012]

Updated: August 8, 2012

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

Click Budgeting > Periodic > Generate budget register entry.

Use this form to generate budget register entries from approved or adopted budget plans. The budget register entries in the budget ledger can be posted to the general ledger if posting definitions are enabled.

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

Button

Description

Select

Open the inquiry form, where you can select the criteria to generate budget register entries for. For example, you might want to generate budget register entries only for the Finance department.

Generate

Generate the budget register entry by using the selected source and target information. If a batch process was created, the budget registry entry is created at the selected starting date and time.

Tab

Field

Description

Source

Budget planning process

The active budget planning process to use when the budget register entry is generated. If there is more than one active budget planning process, you must select only one.

Ledger

The ledger that is used by the budget planning process.

Responsibility center

The responsibility center or organization that is assigned to the budget plan.

Budget plan preparer

The name of the person who prepared the budget plan.

In the Source group

Document number

The budget plan to use when the budget register entry is generated.

Budget plan

The descriptive name for the selected budget plan.

Budget plan scenario

The budget plan scenario to use when the budget register entry is generated.

In the Selection criteria group

Document number

The budget plan that was selected in the inquiry form. Click Select to create a query.

Target

Default date

The default date to use for the budget register entry.

Budget model

The active budget model that is updated when the budget registry entry is generated.

Budget code

The identifier for the budget type to use for the budget registry entry.

NoteNote

If the Public Sector configuration key is selected, the Preliminary budget and Apportionments budget types are available.

Budget type

The type of budget register that is updated by the budget register entry, such as Original budget or Revision.

Reason code

The code that indicates the reason for the budget registry entry.

Reason comment

The default comment for the reason code that you selected.

Aggregate lines

If this check box is selected, the budget plan lines are aggregated by the financial dimensions that are defined for Budgeting. For more information about the dimensions that are used in Budgeting, see Define financial dimensions for Budgeting.

NoteNote

When lines are aggregated, the combined results include only account and amount information. Comments are not included in the combined results.

Generation rules

Enter the rules to use for the budget register entry lines:

  • Factor – For no conversion, enter a factor of 1.0.

  • Rounding rule – Enter the unit for rounding amounts. For example, you might enter 0.10 or 1.00.

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).

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