Budget Control In Dynamics AX 2012Ahmed YakanRegional ManagerTraxconsultingayakan@Traxconsulting.com

Agenda

Budget Control Definition

Budget Control Setups

Procurement With Budget Control

Q&A

Budget Control In AX 2012

The budget control keeps monitoring the budget funds that are available for planned and actual purchases and expenditures and to not exceed this budget fund in certain period.

Integrated Modules With Budget Control

General Ledger

Procurement & Sourcing

Travel & Expense

Project accounting

Fixed Assets

Supply Chain Management

Budget Control In AX 2012

BudgetControl

Main Topics

Budget Codes

Budget Cycles

Budget Models

Dimensions For Budget

Budget Control Configuration

Budget Register Entry

Simple Budget Checking Cycle

Budget Control In AX 2012

Budget Codes • Original • Transfer• Revision• Encumbrances• Pre encumbrances

Budget Models• Sub model• Total model

Budget Configuration

Budget Permissions

Fund Available

Source Document

Budget Funds Available

Amount to sum

Amount to

subtract

Actual Expenditure

s

Encumbrances

Original Budget

Budgeting in AX 2012

Budget account entry for 602190-Dept-CC: 1000.00

Budget funds available for Dept-CC: 1000.00

Purchase requisition line for training

602190-Dept-CC: 400.00

Budget reservation for pre-encumbrance for Dept-CC:

400.00

Budget funds available for Dept-CC: 600.00

Purchase order line for training

602190-Dept-CC: 400.00

Budget reservation for encumbrance for Dept-CC:

400.00

Budget funds available for Dept-CC: 600.00

Vendor invoice line for training

602190-Dept-CC: 410.00

DR: 602190-Dept-CC: 410.00CR: 212500-Dept-CC: 410.00

Budget reservation for actual expense for Dept-CC: 410.00

Budget funds available for Dept-CC: 590.00

Relieves Relieves

Procurement Process with Budget Control

Free Training Voucher Question

Which parameter must be selected to monitor the draft purchase requisitions to not exceed a specific budget amount?

Simple Cycle for checking budget on Microsoft Dynamics AX 2012

Demo

Q&A