(RUS) Budget control for advance reports
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
By using budget control, you can make sure that sufficient funds are available for planned or actual purchases. After you set up basic budgeting, you can set up budget control. You can use budget control to confirm whether budget funds are available on source documents, such as purchase orders, expense reports, advance reports, and accounting journals. If the budget funds exceed the budget limit that is set, additional processing of the document can be prevented.
An advance report is primarily used to report travel expenses that are incurred by an employee during a business trip. If the expenses that are incurred on an advance report exceed the budget that is set, budget control indicates that the funds are not available.
To enable budget control for advance reports, follow these steps.
In the Budget control configuration form, in the Select source documents area, select advance reports as a source document for budget control, and enable budget checks for advance report lines.
In the Budget control configuration form, in the Budget funds available area, define the calculation that determines whether budget funds for advance reports are available.
Budget calculation
When you define the budget calculation for advance reports, you should take actual expenditures and unposted actual expenditures into account.
Example
Budget funds available = (Original budget + Budget revisions + Budget transfers) – (Actual expenditures + Unposted actual expenditures)
You can view the actual expenditures and unposted actual expenditures for each advance report line in the Actual expenditures form.
Budget checking
Budget checking for advance reports makes sure that budget funds are available for planned or future expenditures. The budget checking process runs automatically when an advance report line is saved, or when the report is posted.