Generate budget plan from forecast positions (form)

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

Click Budgeting > Periodic > Budget plan generation > Generate budget plan from forecast positions.

Use this form to create budget plan scenarios from forecast positions. On the Source FastTab, select the source information to use. On the Target FastTab, select the budget planning information to create or update.

Tasks that use this form

Generate budget plans from source information

Work with forecast positions

Navigating the form

The following table provides descriptions for the controls in this form.

Fields

Tab	Field	Description
Header	Action	Select the action to perform when the budget plan is generated: Create a new budget plan – Create a new budget plan from the source information that is provided. Replace the existing budget plan scenario – Delete the existing budget plan scenario, and then create a new budget plan scenario from the source information that is provided. Update the existing budget plan scenario, and append new data – Update the existing budget plan scenario with the source information that is provided.
Source	Ledger Budget planning process Note This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2. Budget plan scenario Note This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2. Position	Specify the source information to use for the budget plan that you are creating. This includes the source financial ledger and any forecast positions. To include advanced criteria as source information, click Select to open the inquiry form. Note The forecast positions that are selected as source data will be filtered for the budget planning process and budget plan scenario that are selected.
Target	Budget planning process Ledger Document number Budget plan Budget plan scenario Budget plan FTE scenario FTE main account Budget class Include position in budget plan line Responsibility center Budget plan preparer Budget planning user group Generation rules	Specify the target information to use for the budget plan that you are creating. For the target budget plan, select a budget plan and a responsibility center. Depending on whether you are creating a new budget plan or updating an existing budget plan, different information is required. For more information about the budget planning process and the budget planning configuration options, see Key tasks: Configure budget planning and set up budget planning processes. Note Budget planning process and Budget plan scenario are read-only fields that display the selections that were made on the Source tab. Select the Include position in budget plan line check box to include the forecast position number on the budget plan line. In the Generation rules field group, enter the rules to use for the target budget plan lines: Factor – Enter the conversion factor to apply to the source amount. For no conversion, enter 1.0. Rounding rule – Enter the rounding format to use for the budget plan line amounts that are generated. For example, if the budget plan line amount is 2,444.44 and the rounding rule is 0.1, the budget plan line amount is 2,444.40. Enter 0.0 if you do not want to use a rounding rule.
Batch		For information about the batch options in this form, and about how to submit a batch processing job, see Batch tasks (form) and Submit a batch processing job from a form.

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