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, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use Budgeting to set up, create, and view budgets. Budgeting can include budget control, which you can use to monitor the budget funds that are available for planned and actual purchases and expenditures. You can create budget register entries for the original budget, budget transfers, and budget revisions. You can also create budget register entries for encumbrances and pre-encumbrances for purchases and planned expenditures. Budget register entries can be created automatically when budgets are transferred to the general ledger from other modules, such as Project management and accounting or Fixed assets.

You can determine which financial dimensions from the chart of accounts are available for basic budgeting and budget control. When you configure budget control, you define budget intervals, budget cycle time spans, budget thresholds, budget managers, budget groups, and the calculation that is used to check for available budget funds. The available budget funds can be verified when source documents and accounting journals are entered. You can view the status and history of budget register entries, budget control statistics, actual versus budgeted amounts, budget details, and budget funds available.


This topic includes information about features that were added or changed for Microsoft Dynamics AX 2012 R2. This information also applies to AX 2012 R3. See the section later in this topic.

New or changed for Microsoft Dynamics AX 2012 R2 or AX 2012 R3

Organizations typically prepare an operating budget that spans one or two years, and a capital budget that spans multiple years. An operating budget might include a spending plan for continuing services and short-term initiatives. A capital budget might include a spending plan for asset acquisitions and construction projects.

In Budgeting, you can configure and set up budget planning processes based on the budget cycles and ledger for your organization. The budget planning processes contain stages and workflows that automatically route budget plans for review and approvals. The budget plans contain data in multiple scenarios that can be compared and analyzed, so that you can develop and adopt optimal budget proposals that work well for your organization.

Business processes

Business process diagram for the Budgeting module

Budgeting at a glance

Important tasks

Primary forms

Setting up basic budgeting

Budget parameters (form)

Set up budget control

Budget control configuration (form)

Key tasks: Configure budget planning and set up budget planning processes

Budget planning configuration (form)

Budget planning process (form)

Key tasks: Create and process budget plans

Budget plan (form)

Create budget register entries

Budget registry entry (form)

View the status and history of budget registry entries

Budget control statistics (form)

Scenario: Use budget control on a purchase order

Integration of Budgeting

Budgeting can be integrated with the following modules:

See also

Budget planning

Basic budgeting and budget control

Microsoft Dynamics AX reports