Create a budget entry

This article describes how to enter a budget manually in Dynamics AX 2012.

Create a budget entry

Access: Budgeting > Common > Budget register entries > New

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  • In the “budget register entry” tab, select : a budget model, a budget code and the date for the budget period.
  • In the “budget account entries” tab, click on “Add line” and enter : the account structure, the account and dimension (depends of dimensions set up for budgeting) and the amount of the budget.

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  • When all the entries are written, click on “Update budget balances”. If the budget balances are not updated, the status of the budget is “Draft” and not “Completed”.

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