Hello,
I have setup non catalog items in PR and in that i have define Account distribution is 10000-540 means main account is 10000 and department is 540 which i didn't define in Budget register entries.
whatever account is not define in register entries those all account are throwing the error like budget available exceeded.
It means if I don't define budget for X account system assumes that I have 0 budget for this account and when I try to post a journal with X account then I will get this error because my budget is exceeding.
How to avoid this error?? in my budget control configuration under over budget permission i use "Allow Over budget processing" options so i'm assuming instead of error warning should be come and it will allow me for further steps.
basically i want to exclude the accounts for which the budget is "0".
Can you guide me which step i'm missing in setup means control configuration???
FYI:-I'm using AX2012 R3 CU11.
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Hello Ankit Shah,
Are you referring to the public sector feature of reserving budgets?
msdn.microsoft.com/.../dn792454.aspx
Ludwig
Hi Ludwig,
Thanks for Prompt response.
Today i explore budget functionality and found one thing.
When I create Invoice journal and taking same main account-Deportment(10000-540) then line is validating with warning and also i can post the transaction with budget exceeded warning which i want.
exactly same thing i require in Purchase requisition, PR should be approved with budget warning instead of Error, due that error auto Purchase order is not generating.
Today i tried to solve this issue and i have found one more thing,
on PR header under Financials Tab i found one "Reserve budget funds" button.
if i click on this button then error is converting in warning and then manually i'm able to create the Purchase order from "Releases approved Purchase Requisition form"
Can you tell me how "Reserve budget funds" button is working??
How to automatic reserve budget fund at the time of Purchase requisition in AX2012???
Let me know if you have any idea regarding this.
Thanks,
Ankit
Hi Ankit Shah,
Do I understand you right that you want to have Budget control only executed at the department Level - that is for your department 540 - irrespective of the account that is actually used?
Ludwig
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