Presentation on theme: "Budget Control In Dynamics AX 2012"— Presentation transcript:
1 Budget Control In Dynamics AX 2012 Ahmed YakanRegional ManagerTraxconsulting
2 Agenda Budget Control Definition Budget Control Setups Procurement With Budget ControlQ&A
3 Budget Control In AX 2012The 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.
4 Integrated Modules With Budget Control General LedgerProcurement & SourcingTravel & ExpenseProject accountingFixed AssetsSupply Chain Management
5 Budget Control In AX 2012 Budget Control Main Topics Budget Codes Budget CyclesBudgetControlMain TopicsBudget ModelsDimensions For BudgetBudget Control ConfigurationBudget Register EntrySimple Budget Checking Cycle
6 Budget Models Budget Control In AX 2012 Sub model Total model Budget CodesOriginalTransferRevisionEncumbrancesPre encumbrancesBudget ModelsSub modelTotal model
8 Budget Funds Available Amount to sumAmount to subtractActual ExpendituresEncumbrancesOriginal Budget
9 Budgeting in AX 2012 Procurement Process with Budget Control Purchase requisition line for trainingPurchase order line for trainingVendor invoice line for trainingDept-CC:Dept-CC:Dept-CC:DR: Dept-CC:CR: Dept-CC:Budget account entry for Dept-CC:Budget reservation for pre-encumbrance for Dept-CC:Budget reservation for encumbrance for Dept-CC:Budget funds available for Dept-CC:Budget reservation for actual expense for Dept-CC:RelievesRelievesBudget funds available for Dept-CC:Budget funds available for Dept-CC:Budget funds available for Dept-CC:
10 Free Training Voucher Question Which parameter must be selected to monitor the draft purchase requisitions to not exceed a specific budget amount?
11 Simple Cycle for checking budget on Microsoft Dynamics AX 2012 DemoSimple Cycle for checking budget on Microsoft Dynamics AX 2012
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