1. Budget Control In Dynamics AX 2012
Ahmed Yakan
Regional Manager
Traxconsulting

2. Agenda Budget Control Definition Budget Control Setups
Procurement With Budget Control
Q&A

3. 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.

4. Integrated Modules With Budget Control
General Ledger
Procurement & Sourcing
Travel & Expense
Project accounting
Fixed Assets
Supply Chain Management

5. Budget Control In AX 2012 Budget Control Main Topics Budget Codes
Budget Cycles
Budget
Control
Main Topics
Budget Models
Dimensions For Budget
Budget Control Configuration
Budget Register Entry
Simple Budget Checking Cycle

6. Budget Models Budget Control In AX 2012 Sub model Total model
Budget Codes
Original
Transfer
Revision
Encumbrances
Pre encumbrances
Budget Models
Sub model
Total model

7. Budget Configuration
Budget Permissions
Fund Available
Source Document

8. Budget Funds Available
Amount to sum
Amount to subtract
Actual Expenditures
Encumbrances
Original Budget

9. Budgeting in AX 2012 Procurement Process with Budget Control
Purchase requisition line for training
Purchase order line for training
Vendor invoice line for training
Dept-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:
Relieves
Relieves
Budget 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
Demo
Simple Cycle for checking budget on Microsoft Dynamics AX 2012

12. Q&A