Add, modify, or delete a general budget reservation type (Public sector)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

You can create different types of general budget reservation in order to specify various requirements, according to your purchasing needs. For example, you might create three reservation types for use with purchase requisitions, purchase orders, and vendor invoices. A reservation type also defines characteristics, such as workflow, and default values of the general budget reservation.

Note

General budget reservations are available only if the Public Sector configuration key is selected and if Microsoft Dynamics AX 2012 R3 Cumulative Update 8 is installed with the following hotfix: KB3047235

Add a general budget reservation type

To create a new type of general budget reservation, use the following steps.

  1. Click Budgeting > Setup > General budget reservations > Reservation type.

  2. On the Action strip, click New.

  3. In the Reservation type field, enter a name for the new type of general budget reservation.

  4. In the Description field, add a description.

  5. In the Relieving document field, select the value that you want.

  6. Click Close.

Modify a general budget reservation type

To make changes to a reservation type, as long as it is not being used by an active general budget reservation, use the following steps.

  1. Click Budgeting > Setup > General budget reservations > Reservation type.

  2. In the Reservation type column, click the type that you want to change.

  3. Change the values in the various fields as needed.

  4. Click Close.

Delete a general budget reservation type

To delete to a reservation type, as long as it is not being used by an active general budget reservation, use the following steps.

  1. Click Budgeting > Setup > General budget reservations > Reservation type.

  2. In the Reservation type column, click the type that you want to remove.

  3. On the Action strip, click Delete.

  4. In the confirmation dialog box, click Yes.

  5. Click Close.

See also

About general budget reservations (Public sector)

Set up general budget reservation rules and reservation types (Public sector)