Budget reservations for pre-encumbrances (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Budgeting > Inquiries > Budget control statistics. Select a line and then click Pre-encumbrances.
Use this form to view the details for budget reservations for pre-encumbrances for the selected line in the Budget control statistics form. Budget reservations for pre-encumbrances can include approved and unapproved or unconfirmed purchase requisitions.
To print financial reports, you can use the traditional financial statements that are included with Microsoft Dynamics AX, or you can use Management Reporter for Microsoft Dynamics ERP. For more information about how to print financial reports using Management Reporter, see Management Reporter for Microsoft Dynamics ERP.
If you’re in the public sector you use general budget reservations, see Encumber a general budget reservation (Public sector).
Note
General budget reservations are available only if the Public Sector configuration key is selected and if Microsoft Dynamics AX 2012 R3 Cumulative Update 8 is installed with the following hotfix: KB3047235
Task that uses this form
Budget control statistics (form)
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Field |
Description |
|---|---|
Transaction number |
The source document number, which is being tracked for budget control. |
Date |
The date of the source document. |
Amount |
The amount that is being tracked for budget control. |
Status |
The status of the source document, either draft or confirmed. |
Category |
The budget control category for the source document. |
Relieving transaction |
The identifier for the source document that relieved the budget reservation. |
Date |
The date the amount was relieved. |
Relieved amount |
The amount that was relieved. |
Relieved transaction |
The identifier for the source document that was partially or fully relieved. |
See also
Budget control statistics (form)
Budget control configuration (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).