Budget codes (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Budgeting > Setup > Basic budgeting > Budget codes.
Use this form to define budget codes for budget types, which provide an additional level of categorization for budget register entries.
Tasks that use this form
Create budget register entries
Example
A budget code for budget transfers between expense accounts is needed. You enter a budget code of ExpenseTransfer and a description of Expense to Expense. You assign the budget type of Transfer to the budget code and specify this code as the default budget code for budget transfers.
When you enter a budget transfer in the Budget register entry form, you select the ExpenseTransfer budget code, which provides the budget type of Transfer for the budget register entry. Later, you create a query to view all budget register entries that use the ExpenseTransfer budget code.
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Field |
Description |
---|---|
Budget code |
Enter an identifier for the budget code. |
Description |
Enter a description for the budget code. |
Budget type |
Select the budget type to use when this budget code is selected for a budget register entry.
|
Set as default code |
Select this check box to indicate that this code will be the default budget code when budget register entries of the selected budget type are created automatically. The default budget code is not used if you manually enter a budget register entry in the Budget register entry form. You must select a default budget code for each budget type. |
Reason code |
Select a ledger reason code for the budget code. |
Workflow |
Select a workflow to associate with the budget code. Important If a workflow is selected, all budget register entries that use this budget code are submitted to workflow. |
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