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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Setup budget control

This article describes how to setup the budget control in Dynamics AX 2012. Budget control is a method of enforcing that sufficient budget funds are available for planned or actual purchases. The setup of the budget control content a temporary version and an active version. You need to set up basic budgeting before configuring budget control.

Budget control set up: 

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Setup Budget: presentation

This article describes how to setup the budgeting module in Dynamics AX 2012. Before setting up budget in Dynamics Ax, you should prepare or identify:

  • financial dimensions and accounts to use in the budget.
  • currencies and exchange rates to use in the budget.
  • budget codes to use.
  • define which budget transactions need workflow approval.
  • budget model names.
  • budget cycles.

The setup of  the budgeting module, contains several steps:

  • Setup parameter and sequence number
  • Setup exchange rate for budget
  • Setup financial dimensions to use for budgeting
  • Create budget model
  • Create budget code
  • Create budget transfer rules
  • Setup budget allocation rules
  • Setup Budget Cycle

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