Budget cycle time spans (form)

  • Article

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

Click Budgeting > Setup > Budget control > Budget cycles.

-or-

Click General ledger > Setup > Fiscal calendars. Select a fiscal calendar and then click Budget cycles.

Use this form to specify the fiscal year or the number of periods in a budget cycle and to associate budget cycles with fiscal calendars. Budget cycle time spans define the length of a budget cycle. Budget cycles are associated with the periods in a fiscal calendar and can be shared across legal entities. Budget cycles determine the starting and ending periods for budgeting and budget control. You can map a budget cycle time span to a fiscal year, or you can specify the number of periods for part of a fiscal year or to span fiscal years. To implement a budget cycle time span for budget control, assign a budget model to the budget cycle time span. For more information, see Set up budget control.

Tasks that use this form

Define budget cycles

Key tasks: Fiscal calendars, fiscal years, and periods

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

Buttons

Button

Description

New

Create a budget cycle time span.

Delete

Delete the selected budget cycle time span.

Add

Create a budget cycle for the fiscal calendar.

Remove

Delete the selected budget cycle from the fiscal calendar.

Fields

Fields

Description

Budget cycle time span

Enter a name for the budget cycle time span.

Fiscal calendar

Select the fiscal calendar for the budget cycle time span.

Length of budget cycle

Select how to define the budget cycle length:

  • Specify number of periods – Select this option to specify a budget cycle for a specific number of periods, such as 6, 24, or 36 periods. After you select this option, enter the number of periods.

  • Map to fiscal year – Select this option to use the fiscal year that is defined by the starting and ending periods for the budget cycle.

Number of fiscal periods

If you selected Specify number of periods in the Length of budget cycle field, enter the number of periods.

Name

Enter a name for each budget cycle that uses the budget cycle time span. For example, if you mapped the length of the budget cycle to the fiscal year, you would create a budget cycle for each fiscal year.

Starting period

Select the starting period for the budget cycle.

Ending period

Select the ending period for the budget cycle.

See also

About basic budgeting

About basic budgeting and budget control setup

Budget control configuration (form)

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