budget control in dynamics ax 2012
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Budget Control In Dynamics AX 2012. Ahmed Yakan Regional Manager Traxconsulting [email protected]. Agenda. Budget Control In AX 2012. - PowerPoint PPT PresentationTRANSCRIPT
Budget Control In Dynamics AX 2012Ahmed YakanRegional [email protected]
Agenda
Budget Control Definition
Budget Control Setups
Procurement With Budget Control
Q&A
Budget Control In AX 2012
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.
Integrated Modules With Budget Control
General Ledger
Procurement & Sourcing
Travel & Expense
Project accounting
Fixed Assets
Supply Chain Management
Budget Control In AX 2012
BudgetControl
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
Budget Codes • Original • Transfer• Revision• Encumbrances• Pre encumbrances
Budget Models• Sub model• Total model
Budget Configuration
Budget Permissions
Fund Available
Source Document
Budget Funds Available
Amount to sum
Amount to
subtract
Actual Expenditure
s
Encumbrances
Original Budget
Budgeting in AX 2012
Budget account entry for 602190-Dept-CC: 1000.00
Budget funds available for Dept-CC: 1000.00
Purchase requisition line for training
602190-Dept-CC: 400.00
Budget reservation for pre-encumbrance for Dept-CC:
400.00
Budget funds available for Dept-CC: 600.00
Purchase order line for training
602190-Dept-CC: 400.00
Budget reservation for encumbrance for Dept-CC:
400.00
Budget funds available for Dept-CC: 600.00
Vendor invoice line for training
602190-Dept-CC: 410.00
DR: 602190-Dept-CC: 410.00CR: 212500-Dept-CC: 410.00
Budget reservation for actual expense for Dept-CC: 410.00
Budget funds available for Dept-CC: 590.00
Relieves Relieves
Procurement Process with Budget Control
Free Training Voucher Question
Which parameter must be selected to monitor the draft purchase requisitions to not exceed a specific budget amount?
Simple Cycle for checking budget on Microsoft Dynamics AX 2012
Demo
Q&A