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Verify the two warning on purchase requisition lines of budget control in AX2012 R3 is correct?

Dear Ladies and Gentlemen,

I would like to verify whether the following two warning on purchase requisition (PR) lines of budget control in AX2012 R3 is correct or not?

1. In Feburary/2026, I have budget register entry for Main account 6111000 with 1.000,000 VND.

2. After that, I created a purchase requisition with 2 PR lines of 1.2000.000 VND. Both PR lines used the same Main Account 6111000 as below image:

When I clicked "Perform budget checking", the system shows 2 warnings:

"Transaction 002371 exceeds the budget funds available for dimension value 611100 by 200,000 VND"

"Transaction 002371 exceeds the budget funds available for dimension value 611100 by 200,000 VND."

Based on these warning, even though two PR line used the same Main account, Each PR line is evaluated independently against the budget fund available as below logic:

Line 1:
Budget fund available: 1.000.000 VND
Line amount: 1.200.000 VND.
over budget: 200.000 VND.
Line 2: system doesn't subtract amount in Line 1 when checking Line 2 even though they used the same Main account:
Budget fund available (again) : 1.000.000 VND.
Line amount: 1.200.000 VND.
Over budget: 200.00 VND
As the result system displayed two PR line warning exceeded by 200.000 VND over budget, the total over budget amount appeared to be 400,000 VND.
However the actual total amount of PR is 2.400.000 VND which is 1.400.000 VND over the available budget.
So the result of two warnings exceeded by 200.000 VND over budget is correct or not? Is it the way how budget control on PR lines? Because two PR lines used the same Mainaccount, the same budget fund available but each PR line was checked indepently.

Thanks a lot for your support

Categories:

Microsoft Dynamics AX

Hi,

yes that is correct behaviour (or at least the one I have always seen): if one line goes overbudget the error is thrown and the check is done on the second line with the initial budget.

To push the example even forward: let's say that you have a budget of 1.000 and a PO with 4 lines: 400, 400, 500 and 500. When performing the budget check, the first two lines will go through, the other two will go in error saying that you go overbudget for 300 (the error message will be the same for both) because if the first one goes in error, basically the budget is not reserved and is remains available for the check on the second line. The second line will check on the same remaining amount and hence give the same error message because the lines have the same amount and the same overbudget.

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