Budget Control In Dynamics AX 2012

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

2. Agenda

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

5. Budget Control In AX 2012 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 Control In AX 2012

7. Budget Configuration

8. Budget Funds Available

9. Budgeting in AX 2012 Procurement Process with Budget Control Vendor invoice line for training Purchase order line for training Purchase requisition line for training 602190-Dept-CC: 410.00 602190-Dept-CC: 400.00 602190-Dept-CC: 400.00 DR: 602190-Dept-CC: 410.00 CR: 212500-Dept-CC: 410.00 Budget account entry for 602190-Dept-CC: 1000.00 Budget reservation for pre-encumbrance for Dept-CC: 400.00 Budget reservation for encumbrance for Dept-CC: 400.00 Budget reservation for actual expense for Dept-CC: 410.00 Budget funds available for Dept-CC: 1000.00 Relieves Relieves Budget funds available for Dept-CC: 600.00 Budget funds available for Dept-CC: 600.00 Budget funds available for Dept-CC: 590.00

10. Free Training Voucher Question • Which parameter must be selected to monitor the draft purchase requisitions to not exceed a specific budget amount?

11. Demo Simple Cycle for checking budget on Microsoft Dynamics AX 2012

12. Q&A