Create budget models


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

You can use the Budget model form to create various budget models. You can use a single budget model for all or some of the budgets, or you can create a budget model for each budget.


This topic includes information about financial budgets. For information about budgets for projects, see About project budgets and forecasts.

A budget model can contain many submodels, which you attach to the budget model on the Submodel FastTab. For example, you could create a budget that has submodels that represent the various departments of the legal entity.


Budget models that are used as submodels cannot contain other submodels. Also, if you use budget control, you cannot use budget models that have submodels.

In the Budget model form, you can select the following check boxes for budgets that are based on a specific budget model:

  • To indicate that the budget model and the budgets that are based on the model cannot be changed, select the Stopped check box.

  • To indicate that budgets that are created from the budget model are included in cash flow forecasting, select the Cash flow forecasts check box.

  1. Click Budgeting > Setup > Basic budgeting > Budget models.

  2. Click New to create a budget model.

  3. Enter an identifier and a name for the budget model.

  4. Enter other details about the model as needed, and add any submodels. For more information, see Budget model (form).

See also

About basic budgeting and budget control setup