Budgeting In Microsoft Dynamics AX 2012 R3 : Fiture, Tools, and Setup.

1. Budgeting In Microsoft Dynamics AX
Jakarta, January 2019

2. Agenda Topics
Introduction
Budgeting and Budget Control
01
Value
Value Proposition - Budgeting
and Budget Control
02
Integrated
Integrated Module with Budget
Control
03
Budget Control
Main Topics, Code, Model,
Configuration, and Register
Entries
04
Procurement
Procurement with Budget
Control.
05
Q & As
Questions and Answer
08
Statistics
Budget Control Statistics.
06
Demo
07

3. SET UP BASIC
BUDGETING
 Budget Currency
 Budget Model
 Budget Code
 Budget Cycle
 Financial Dimension For Budgeting
SETUP BUDGET
CONTROL
 Budget Control Parameter
 Budget Control Permission
 Budget Fund Available
 Select Source Document
 Select Accounting Journal
 Assign Budget Model
 Define Budget Control Rule
 Select Main Account
 Define Budget Control Group
 Define Message Level
 Active Budget Control
WORK WITH
BUDGET
 Create Budget Register Entries
 View the Status and History of
Budget Register Entries
 Use Budget Control
01 02 03
BUDGETING IN AX 2012

4. The budget control keeps monitoring the
budget funds that are available for planned
and actual purchases and expenditures and
to not exceed this budget fund in certain
period.
Budget Control In Ax 2012

5. VALUE PROPOSITION – BUDGETING AND BUDGET CONTROL
Flexible configuration
options to meet the needs
of any organization
Allow for pooling
of budget funds
across a
collection of
financial value
Budget workflow allow for
review and approval prior
to impacting the budget
balance
Provide real-time
budget funds
available calculation
to ensure planned
expenditures do not
exceed budget
allocation
Provide flexibility in determining the financial
dimensions for which budget amounts are established.

6. 01
02
03
0405
06
SUPPLY CHAIN
MANAGEMENT
GENERAL LEDGER
FIXED ASSET
PROJECT ACCOUNTING
TRAVEL & EXPENSE
PROCUREMENT &
SOURCING
BUDGET CONTROL
INTEGRATED MODULE WITH BUDGET CONTROL

7. Budget
Control
Main Topics
Budget Codes
Budget Cycles
Budget Models
Dimensions For Budget
Budget Control Configuration
Budget Register Entry
Simple Budget Checking Cycle
BUDGET CONTROL IN AX 2012

8. Sub Model
Total Model
Budget ModelsBudget Code
ENCUMBRANCES
REVISION
TRANSFER
PRE-ENCUMBRANCES
04
03
02
01
05
ORIGINAL
BUDGET CONTROL IN AX 2012

9.  The budget control configuration allows for an active version and a draft version
which provided additional flexibility to change the configuration. Upon initial
setup, no active configurations exist.
Define Documents and Business
Transaction that require Budget checking
Define Over Budget
Permissions
Define Budget PermissionsDefine Parameter Define Budget Model
BUDGET CONTROL CONFIGURATION
 When configuring Budget Control, the following steps are required:

10. 01
Select
Budget
Model
02
Select
Budget
Transaction
Code
03
Select a
Reason Code
(optional)
05
Select on
Account
Structure
04
Date for the
period that
budget will be
recorded to
06
Dimension
Value for the
enable
dimensions
07
Enter Budget
Amount and
Budget Type
08
Updated
Budget
Balance
BUDGET REGISTER ENTRY

11. Vendor invoice line
for training
Budget reservation for actual
expense for Dept-CC: 410.00
PROCUREMENT WITH BUDGET CONTROL

12. Amount to
sum
Amount to
subtract
BUDGET FUNDS AVAILABLE

13. 55% 70%
Repair & Main Sales
60%
Entertain
35%
Donation
BUDGET CONTROL STATISTICS
 To view the budget balance for a budget cycle and budget model
 This form will show you the budget funds available based on the calculation
we setup in Budget Control Configuration.
 The values will display our funds available, the total revised budget
amount, actual expenditures, Budget Reservations for encumbrance, and
Budget Reservations for Pre-encumbrance

14. Demo
Budget

15. Q & A

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Pervasive interoperability