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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / AX Budgeting (Actual V...
Microsoft Dynamics AX (Archived)

AX Budgeting (Actual VS Budget VS Forecast)

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Posted on by Dexin 452

Hi Guys,

I want to setup a budget to trace of my expenses.

Wonder is there a way to setup a budget forecast?

I wish to see my end result as Actual VS budget vs forecast as below:

2068.budget.png

Wonder how to do it in AX?

Also wonder if someone can share how the cashflow for budget work?

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I have the same question (0)
  • nach68 Profile Picture
    nach68 115 on at

    hi,

    You can use SSRS Report to do this or Query , RDP class ....

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Dexin,

    Can't you simply setup 2 different Budget codes for that purpose ('budget' and 'Budget forecast')?

    Best regards,

    Ludwig

  • Dexin Profile Picture
    Dexin 452 on at

    Yup, that will help. Tks.

  • Nazim2015 Profile Picture
    Nazim2015 60 on at

    Ludwig

    There is no set up separate or named FORECAST, please advise

    thanks

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Nazim,

    You can use budget models and create a new one with the name Forecast.

    Then you can use it for recording forecast values.

    Best regards,

    Ludwig

  • Dynamics100 Profile Picture
    Dynamics100 50 on at

    Hello , 

    Same doubt I have now. Any progress for u now about Actual vs forecast 

  • Dynamics100 Profile Picture
    Dynamics100 50 on at

    Hello Dexin,

    Please help me with the Actual vs forecast position report.

  • Dynamics100 Profile Picture
    Dynamics100 50 on at

    Hi Ludwig Reinhard, 

    Please help me out 

    Balaaji.V

  • Dexin Profile Picture
    Dexin 452 on at

    Hi,

    I created another budget model named "Forecast" it works fines to me.

    I manage to show it in the Management Report.

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