Create a budget transfer

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

1/Create a budget transfer

You can create budget transfers by creating a budget register entry that has a budget code that is associated with the Transfer budget type. You decrease the budget of one or more financial dimension values, and then increase the budget of other financial dimension values by the same amount.

Access: Budgeting > Common > Budget register entries > New

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  • In the Budget register entry tab, select the budget model and the budget code with a budget type = transfer

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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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