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Budgeting In Microsoft Dynamic Ax 2012

Budgeting In Microsoft Dynamics Ax : Tools, Advantanges, and Setup

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Budgeting In Microsoft Dynamic Ax 2012

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  1. Budgeting In Microsoft Dynamics AX Jakarta, January 2019

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

  3. Budgeting In AX 2012 Setup budget control 02 03 01 Work with budget SET UP BASIC BUDGETING • 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 • Create Budget Register Entries • View the Status and History of Budget Register Entries • Use Budget Control • Budget Currency • Budget Model • Budget Code • Budget Cycle • Financial Dimension For Budgeting

  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 Provide flexibility in determining the financial dimensions for which budget amounts are established. Flexible configuration options to meet the needs of any organization 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 Allow for pooling of budget funds across a collection of financial value

  6. Integrated Module with Budget Control Project accounting Fixed asset Supply chain management Travel & expense 05 04 03 Procurement & sourcing 06 02 General ledger 01 Budget control

  7. 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

  8. Budget Control In AX 2012 Budget Code Budget Models ORIGINAL Transfer revision 01 Encumbrances 02 Total Model PRE-ENCUMBRANCES 03 04 Sub Model 05

  9. Budget control configuration 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. • When configuring Budget Control, the following steps are required: Define Over Budget Permissions Define Documents and Business Transaction that require Budget checking Define Parameter Define Budget Permissions Define Budget Model

  10. Budget Register Entry 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

  11. Procurement With Budget Control Purchase requisition line for training Purchase order line for training Vendor invoice line for training 602190-Dept-CC: 400.00 602190-Dept-CC: 400.00 602190-Dept-CC: 410.00 DR: 602190-Dept-CC: 410.00 CR: 212500-Dept-CC: 410.00 Budget account entry for 602190-Dept-CC: 1000.00 Budget funds available for 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 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

  12. Budget funds available

  13. 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 Entertain Donation Sales Repair & Main 55% 70% 35% 60%

  14. Demo Budget

  15. Q & A

  16. Powerful Agile Simple Pervasive interoperability

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