Budget analysis (form)

  • Article

Use this form to view revenues and expenditures by financial dimension using a combination of general ledger and budget control data. You can view summarized amounts and transaction details for revised budgets, actual expenditures, encumbrances, and pre-encumbrances.

The revenues and expenditures can be summarized by the selected financial dimension set. For example, if the budget dimensions are fund, organization, and main account, you can select Fund, Organization, or Main account to see the financial activity summarized at that level.

The Budget analysis form has three main areas that you use to define the inquiry and display the information:

  • Header pane - define the inquiry by entering or selecting the financial dimension set, column set, parameters, and dates.

  • Details grid – display the information using the selected column set.

  • Total - display the totals using the selected column set.

This form is available only if Microsoft Dynamics AX 2012 R2 is installed, the Public Sector configuration key is selected and the Display legacy budget analysis option is not selected on the Budget parameters form.

Note

The legacy version of the Budget analysis form will be deprecated in a future cumulative update of Microsoft Dynamics AX 2012 R3.

Open and use this form

  1. Click Budgeting > Inquiries > Budget analysis.

  2. Select a Financial dimension set and a Column set.

  3. Select or enter the date information, and if you would like to include closing entries. You can also select to display account number segments in separate columns as well as display the account name column.

  4. Click Apply.

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

Buttons

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

Header pane

Button

Description

Apply

Click to use the current parameters and update the details grid and totals.

Details pane

Button

Description

Revised budget

Open the Budget analysis for revised budgets form where you can drill-down for transaction details. Revised budget amounts are the sum of original budget, revision, transfer, and carry-forward amounts.

Actual

Open the Budget analysis for actual expenditures form where you can drill-down for transaction details. The actual expenditures are the sum of the debits and credits that were posted for the financial dimension values.

Encumbrance

Open the Budget analysis for encumbrances form where you can drill-down for transaction details, including original and relieving transactions.

Pre-encumbrance

Open the Budget analysis for pre-encumbrances form where you can drill-down for transaction details, including original and relieving transactions.

Fields

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

Header pane

Button

Description

Financial dimension set

Select the financial dimension set to display information for. For information about financial dimension sets, see Create a financial dimension set.

Column set

Select one of the following column sets to display information for:

  • Expense budget - With this column set selected, the Revised budget, Actual, Encumbrance, and Pre-encumbrance action strip buttons are enabled.

  • Expense budget with carry-forwards - With this column set selected, the Revised budget, Actual, and Encumbrance action strip buttons are enabled.

  • Revenue budget – With this column set selected, the Revised budget and Actual action strip buttons are enabled.

  • Operating results - With this column set selected, there are no action strip buttons enabled.

Posting layer

Select the posting layer to display information for.

For more information, see Posting layer.

Date interval

Select the date interval to display information for. If you do not select a date interval, you can select a date range. For more information, see Date intervals (form).

From date

To date

Select the starting date and ending date to display information for. If you do not select a date range, you can select a date interval.

Include closing entries

Select this option to include the fiscal year closing entries in the balances.

Display account number segments in separate columns

Select this option to display each account number segment in a separate column.

Display account name column

Select this option to display the account number segment names in a column.

Details and Total panes

The fields that you see depend on the column set that you select. The fields in the following table are grouped by column set.

Column set

Field

Description

Expense budget

The financial dimension selected for the inquiry.

The financial dimension value to display information for.

Dimension values

The name of the financial dimension value to display information for.

Original budget

The sum of the original budget types for the dimension value.

Revised budget

The sum of all budget types for the dimension value.

Actual expenditures

The sum of the actual expenditures for the dimension value.

Encumbrances

The sum of the encumbrance reservations and relief entries for the dimension value.

Pre-encumbrances

The sum of the pre-encumbrance reservations and relief entries for the dimension value.

Remaining budget

The sum of the revised budget minus actual expenditures, encumbrances, and pre-encumbrances for the dimension value.

Percent used

The percent used of the revised budget minus the remaining budget for the dimension value.

Expense budget with carry-forwards

The financial dimension selected for the inquiry.

The financial dimension value for the inquiry results.

Dimension values

The name of the financial dimension value for the inquiry results.

Revised budget less carry-forward

The sum of all budget types minus the carry-forward amounts for the dimension value.

Actuals less carry-forward

The actual expenditures minus the carry-forward amounts for the dimension value.

Encumbrance less carry-forward

The sum of the encumbrance reservations and relief entries minus the carry-forward amounts.

Remaining budget

The sum of the revised budget minus actual expenditures, encumbrances, and pre-encumbrances.

Carry-forward budget

The sum of the carry-forward actual expenditures for the dimension value.

Carry-forward actuals

The sum of the carry-forward actual expenditures for the dimension value.

Carry-forward encumbrances

The sum of carry-forward encumbrances for the dimension value.

Remaining carry-forward budget

The sum of the carry-forward revised budget minus actual expenditures and encumbrances.

Revenue budget

The financial dimension selected for the inquiry.

The financial dimension value for the inquiry results.

Dimension values

The name of the financial dimension value for the inquiry results.

Original estimate

The sum of the original budget types for the dimension value.

Revised estimate

The sum of all budget types for the dimension value.

Actual revenues

The sum of the revenue amounts for the dimension value.

Variance

The sum of all budget types minus the actual revenues for the dimension value.

Percent realized

The sum of the actual revenues as a percent of the revision budget types for the dimension value.

Operating results

The financial dimension selected for the inquiry.

The financial dimension value to display information for.

Dimension values

The name of the financial dimension value to display information for.

Actual revenues

The sum of the actual revenues for the dimension value.

Actual expenditures

The sum of the actual expenditures for the dimension value

Net income

The sum of the actual revenues minus the actual expenditures for the dimension value.

See also

Budget analysis for revised budgets (form) (Public sector)

Budget analysis for actual expenditures (form) (Public sector)

Budget analysis for encumbrances (form) (Public sector)

Budget analysis for pre-encumbrances (form) (Public sector)

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