Microsoft Dynamics AX (Archived)

budget group in budget control configuration

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Posted on by Community Member Microsoft Employee

Hi everbody,

I use dimension transastion type. There are many different values used in accounting and budget transactions.

I need to split and evaluate transactions in two ways:

1. transaction type contains for example "NINV"

2. transaction type does not contains "NINV" or contains all other values

Is it possible in AX 2012? I see only "is like" condition. How to set the opposite condition?

Thanks

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Ludwig Reinhard Microsoft Employee on at

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RE: budget group in budget control configuration

Hi,

Would not this be a criteria configuration similar to what you used for project 1008990?

Best regards,

Ludwig
Community Member Microsoft Employee on at

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RE: budget group in budget control configuration

Hi,

I can add control rule for project 1010448. What criterias should I set?

Thanks
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Ludwig Reinhard Microsoft Employee on at

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RE: budget group in budget control configuration

Hi,

Many thanks for your screenprints.

Can you try adding another control rule that checks for project 1010448?

This control rule might 'fail' but the group settings should then take care of that.

Best regards,

Ludwig
Community Member Microsoft Employee on at

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RE: budget group in budget control configuration

Hi,

there is set only one default control and 3 extra. They opperate neither with project 1010448 nor transaction type NINV. See the attachement.

I can't use "is" because there are more values: NINV01, NINV02, NINV03...

Imagine the situation:

- project 1010448 has budget 1000 EUR on NINV01 and 1000 EUR on NSPR01

- invoice has project 1010448 and transaction type NOST01 and sum is 500 EUR

- budget control shows red cross without any budget group definition

- I think I can't get green/OK result of budget control so I need yellow result (exclamation mark)

- so I try budget group where I need to group all transaction types without "NINV" on budget hand and compare it with all transaction types without "NINV" on invoice hand

- is there any way to do this?

Thanks
Suggested answer

Ludwig Reinhard Microsoft Employee on at

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RE: budget group in budget control configuration

Hi,

The budget control groups provide a secondary budget check.

What the system checks first are the budget control rules.

How did you configure them?

Another thing: Can you use the term 'is' instead of is like for the NINV element?

Best regards,

Ludwig
Community Member Microsoft Employee on at

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RE: budget group in budget control configuration

Hello Ludwig.

thank you for your respond. No, I don't need report. It is about AX client where I need to control the invoiced sum against budget.

I tried condition as you can see attached. But it is not working. How to solve this?

Thanks
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Ludwig Reinhard Microsoft Employee on at

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RE: budget group in budget control configuration

Hello kundrat,

Is it right that you use a financial dimension called 'transation type' and that you want to analyze your transactions on whether this financial dimension is filled with 'NINV' or not?

Where do you want to make this analysis/filtering?

In the Dynamics AX client or in a report?

If you only need a report then you can use Management Reporter for this.

Best regards,

Ludwig
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André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at

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RE: budget group in budget control configuration

Hi Kundrat,

You can try something like this:

while select myTable where ! (myTable.MyField like '*NINV*') { //Do something }