Budget check errors or warnings (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Procurement and sourcing > Common > Purchase requisitions > Purchase requisitions requested for me. Select a purchase requisition from the list. On the Purchase requisitions form, on the Purchase requisition lines FastTab, click Financials. You might have to expand the form to view the Financials button. If you receive a warning or error message, click Perform budget checking. To view the results, click Financials again, and select Budget check errors or warnings.

Use this form to view the details about budget errors or warnings for the value on a purchase requisition line. If your organization uses dimensions, such as departments or cost centers, you can view the budget check results for dimensions within financial accounts.

The form is empty if the budget check passes, or if your organization has not set up a budget.

You must perform a budget check before you can view the budget check results. When you perform the budget check, the budget amount that is available before the current purchase is added to the value on the selected purchase requisition line to compute the new budget amount, if any, available after the purchase.

Tasks that use this form

Key tasks: Create and submit a purchase requisition

Navigating the form

The following tables provide descriptions for the controls in this form.

Buttons

Button	Description
Budget control statistics	Open the Budget control statistics form, where you can view the budget balances for a budget cycle and a budget model.
Budget control configuration	Open the Budget control configuration form, where you can set up budget control details.

Fields

Field	Description
Budget control dimension value	The financial account and dimension, if applicable, for which you performed the budget check.
Budget check result	The result of the budget check, which is Budget check passed, Budget check passed but with warnings, or Budget check failed.
Budget check result detail	A detailed explanation of the budget check results and actions that you can take to manage the error or warning.
Amount over budget	The amount by which the value for the account plus dimension in the purchase requisition line exceeds the budget funds available for the line. If the purchase requisition line has multiple account and dimension combinations, the Amount over budget is displayed for each account plus dimension combination.
Amount over budget threshold	The amount by which the purchase requisition line value exceeds the budget threshold.
Budget group	The budget group that is assigned to the dimension.
Amount over budget	The amount that exceeds the budget funds available for the dimension budget group.
Amount over budget threshold	The amount that exceeds the budget threshold for the budget group.
Ledger account	The account number that includes dimensions.
Legal entity	The legal entity associated with the ledger account.

See also

Basic budgeting and budget control setup overview

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).