Budget parameters (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 > Budgeting parameters.

Use this form to enable budget transfers, specify options for revenue budgets, and specify number sequences for budget register entries.

Note

This topic has been updated to include information about features that were added or changed in the following hotfix for Microsoft Dynamics AX 2012 R3 Cumulative Update 8: KB3047235

If you’re in the public sector and you use general budget reservations, see also Set up general budget reservation rules and reservation types (Public sector).

Task that uses this form

Define Budgeting parameters and number sequences

Navigating the form

The following tables provide descriptions for the controls in this form.

Links

Link	Description
Budget	Set up budget transfers, revenue budget options, an allocation key for cash flow forecasts, and a budget journal for budget appropriations.
Number sequences	Set up number sequences for Budgeting.

Fields

Field	Description
Allocation key	Select the allocation key that specifies how the cash flow forecast budget is used. For more information, see Period allocation categories (form).
Use rules for budget transfers	Select this check box to enable budget transfer rules to verify budget register entries that are used to transfer budget funds.
Display legacy budget analysis inquiry	This control is only available if Microsoft Dynamics AX 2012 with KB4016794 is installed and the Public sector configuration key is enabled. If the Public sector configuration is enabled and the Display legacy budget analysis inquiry parameter is selected, then the Budget analysis form will be displayed.  If the Public sector configuration is enabled and the Display legacy budget analysis inquiry parameter is not selected, then the new Budget analysis inquiry form will be displayed. For more information, see Budget analysis (form).
Check revenue budget for zero budget balances	Select one of the following options if a budget register entry will cause a revenue budget to go lower than zero: None – Allow a revenue budget to go lower than zero. Provide warnings – Allow a revenue budget to go lower than zero, but provide a warning. Prevent budget update – Prevent a revenue budget from going lower than zero.
Time period for budget balances	Select a time period for revenue budget balances to aggregate for budget checking. The budget check is performed only when Provide warnings or Prevent budget update is selected in the Check revenue budget for zero budget balances field.
Project	If budget control is turned off, select this check box to transfer project budget forecasts as Completed budget register entries. If this check box is not selected, the project budget forecasts are transferred as Draft budget register entries.
Fixed assets	If budget control is turned off, select this check box to transfer fixed asset budget forecasts as Completed budget register entries. If this check box is not selected, the fixed asset budget forecasts are transferred as Draft budget register entries.
Demand forecast	If budget control is turned off, select this check box to transfer demand budget forecasts as Completed budget register entries. If this check box is not selected, the demand budget forecasts are transferred as Draft budget register entries.
Supply forecast	If budget control is turned off, select this check box to transfer supply budget forecasts as Completed budget register entries. If this check box is not selected, the supply budget forecasts are transferred as Draft budget register entries.
Budget journal	Select a journal name for budget appropriations, if Enable budget appropriation is selected in the General ledger parameters form. This budget journal must have a journal type of Budget in the Journal names form. For more information, see Journal names (form) (Project). Before you can select Enable budget appropriation, you must select Use posting definitions in the General ledger parameters form, and create posting definitions and transactions posting definitions. Then, when you enter a budget register entry for one of the accounts or financial dimension combinations that are used in the match criteria of the posting definition, a voucher is created in the general ledger for the generated entry from the posting definition. The generated entry uses the journal number from the selected budget journal.
Use French public sector accounting rules	Select this check box to use the accounting documents and accounting rules that are required for public sector entities in France. In addition, the Public Sector configuration key and the French regulatory subkey must be selected. Note This control is not available if AX 2012 R3 CU8 is installed with the hotfix KB3047235. This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2. In earlier versions, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Regulatory	The type of document that is required for local public sector accounting rules. Keep these considerations in mind: Select General budget reservation if you plan to use that type of document in purchasing. If you are a French public sector entity, select Commitments (France). This selection is available only if the French regulatory subkey is selected. Note This control is available only if AX 2012 R3 CU8 is installed with hotfix KB3047235, and if the Public Sector configuration key is selected.
Reference	The entry for the number sequence.
Number sequence code	Select a number sequence code for the reference. The available codes are set up in the Number sequences form.

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